Explore the Financial Associate position at Coast Capital in Richmond Centre, BC. This full time hybrid role is designed for dynamic individuals eager to enhance member financial wellness.

At Coast Capital Savings Federal Credit Union, you will support Financial Planners (FP) in fostering member relationships while ensuring smooth operational processes. Your focus will be on delivering quality service and assisting with various administrative tasks that contribute to the financial development of members. This role plays a key part in the credit union's mission to elevate community financial wellbeing.

Key Responsibilities:
• Greet and service member inquiries and needs
• Manage communication and scheduling for Financial Planners




• Process necessary documentation for financial transactions
• Build and maintain member files with precision
• Follow compliance protocols in all interactions

Requirements:
• 2+ years related experience in investment
• IFIC/CSC - MFDA/IIROC license essential
• Strong organizational and independent skills
• Excellent written and verbal communication
• Capable of analyzing and prioritizing tasks

Step into this rewarding role at Coast Capital and drive positive member experiences through your expertise.
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📌 Financial Associate Role with Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia