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. #J-18808-Ljbffr

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