Join Coast Capital as a Financial Associate in Richmond Centre, BC. This full-time hybrid opportunity focuses on supporting Financial Planners and delivering outstanding member experiences.

You will play a crucial role in assisting Financial Planners (FP) to optimize business development and enhance productivity. Your tasks include managing appointments, fostering solid relationships, and addressing member inquiries promptly. With a commitment to compliance and member service, you will contribute to the overall success of Coast Capital and its community impact.

Key Responsibilities:

- Resolve member issues and concerns effectively
- Assist in developing and maintaining member files
- Proactively prepare financial and account documents
- Support FP through various administrative tasks
- Ensure compliance with operational standards

Requirements:

- Minimum 2 years' experience in financial investments
- Required IFIC/CSC - MFDA/IIROC license
- Strong decision-making and organizational skills
- Proven ability to communicate clearly
- Experience in relationship building and member service

Support Coast Capital's vision while growing your career as a Financial Associate.

📌 Financial Associate at Richmond Centre
🏢 Coast Capital Savings
📍 Richmond