Enhance your career with Coast Capital as a Financial Associate in Richmond Centre. This hybrid role focuses on supporting financial planners and providing exceptional member service.

As a Financial Associate, you will assist in daily operations, ensuring peak productivity and member satisfaction. The position involves managing communications, processing demands, and promoting financial well-being for clients. With a commitment to service and teamwork, you’ll facilitate member engagement and support business growth.

Key Responsibilities:
• Create positive member encounters with attentive service
• Administer scheduling tasks for Financial Planners
• Handle administrative duties including paperwork processing




• Facilitate investment referrals and client onboarding
• Maintain compliance and assist with transaction processing

Requirements:
• Minimum of 2 years related investment experience
• Must have IFIC/CSC - MFDA/IIROC licensing
• Familiarity with financial planning tools and systems
• Effective verbal and written communication skills
• Capacity to juggle multiple responsibilities independently

Join the agile team at Coast Capital and influence financial success for our members.
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📌 Hybrid Financial Associate at Coast Capital (British Columbia)
🏢 Coast Capital
📍 British Columbia