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