Elevate member service at Coast Capital as a Financial Associate in a hybrid capacity, located at the Sunshine Hills Branch. Collaborate closely with Financial Planners to enhance overall productivity and client engagement.

In this vital full-time role, you will provide the proactive administrative support needed for Financial Planners to thrive. Your contribution towards building relationships, solving member concerns, and managing documentation is central to fostering a positive member experience. You will also keep up compliance standards and assist with financial product referrals, enhancing the value our organization brings to its members.

Key Responsibilities:



• Maintain relationships with investment members • Handle customer issues with professionalism • Manage daily administrative processes efficiently • Aid in scheduling meetings and appointments • Ensure documentation is prepared for Financial Planners

Requirements: • Minimum 2 years of related investment experience • Required IFIC/CSC license • Excellent communication skills, oral and written • Ability to prioritize effectively in a agile workplace • Demonstrated commitment to career development

Be part of a forward-thinking financial services team that prioritizes member relationships and service excellence. #J-18808-Ljbffr

📌 Join Coast Capital As Financial Associate Winnipeg
🏢 Coast Capital Savings
📍 Winnipeg