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 strong 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 (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg