Become a Financial Associate with Coast Capital in the Richmond Centre Branch. This full-time hybrid position involves supporting Financial Planners and boosting member satisfaction. As a Financial Associate, you will assist with day-to-day operations for Financial Planners.

Your role will include managing calendars and making regular outbound calls to members. By delivering high-quality service, you will play a vital role in helping members improve their financial health, contributing to Coast Capital's profitability. Key Responsibilities:

- Provide administrative support to Financial Planners
- Manage scheduling and outbound communications
- Enhance new business development efforts with proactive support
- Establish solid member relationships for a positive experience
- Collaborate with other teams to ensure excellent service delivery

Requirements:

- Background in administrative support or customer service
- Ability to build and maintain relationships effectively
- Strong communication and organizational skills
- Financial knowledge is advantageous
- Must successfully undergo background checks

Support members' financial journeys while advancing your professional career at Coast Capital.

📌 Hybrid Financial Associate at Coast Capital (Richmond)
🏢 Coast Capital Savings
📍 Richmond