Elevate your career as a Financial Associate at Coast Capital's Richmond Centre Branch. This full time, hybrid role supports Financial Planners while ensuring excellent member service.

In this role, you'll assist Financial Planners by managing calendars and maintaining consistent communication with members. Your efforts will directly impact recent business development and the financial health of members. Collaborating effectively with branch teams is crucial to provide high-quality service.

Key Responsibilities:
Support Financial Planners in daily task management
Make outbound calls to connect with and support members
Contribute to administrative tasks driving business growth
Build robust relationships to enhance overall member satisfaction
Work collaboratively with branch teams for superior service

Requirements:
Proven experience in a customer service role
Strong organizational and multitasking skills
Effective communication and relationship-building abilities
Knowledge of financial products preferred
Must complete background checks for employment

Shape the future of member financial well-being while advancing your career at Coast Capital.

📌 Coast Capital Financial Associate Position Richmond
🏢 Coast Capital Savings
📍 Richmond