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 energetic team at Coast Capital and influence financial success for our members. #J-18808-Ljbffr

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