Experience impactful banking with Coast Capital as a Financial Associate in Richmond Centre. This hybrid role supports financial planners and enhances member relationships for exceptional service. As a vital member of the team, you will assist Financial Planners by managing administrative tasks and developing robust member connections.

Your role focuses on ensuring every client receives personalized service and expert financial guidance. Ideal candidates will possess prior experience in investment services, and creativity in solving member needs is key. Key Responsibilities:

- Build and maintain member relationships through exceptional service
- Manage schedule and appointments for Financial Planners




- Process administrative operations efficiently and accurately
- Support Financial Planners in achieving business goals
- Conduct compliance checks and transaction processing as directed Requirements:
- 2+ years experience in investments or related field
- Valid IFIC/CSC - MFDA/IIROC license required
- Proficient in investment software and industry tools
- Strong communication and relationship-building skills
- Organized with the ability to handle multiple tasks Leverage your financial expertise and member-focused service to thrive at Coast Capital Savings.

📌 Financial Services Representative- Full Time (Richmond)
🏢 Coast Capital
📍 Richmond