Become a Financial Associate with Coast Capital in the Richmond Centre Branch. This full time hybrid position involves supporting Financial Planners and boosting member satisfaction.
As a Financial Associate, you will assist with day-to-day operations for Financial Planners. Your role will include managing calendars and making regular outbound calls to members. By delivering high-quality service, you will play a vital role in helping members improve their financial health, contributing to Coast Capital's profitability.
Key Responsibilities:
• Provide administrative support to Financial Planners
• Manage scheduling and outbound communications
• Enhance new business development efforts with proactive support




• Establish robust member relationships for a positive experience
• Collaborate with other teams to ensure excellent service delivery
Requirements:
• Background in administrative support or customer service
• Ability to build and maintain relationships effectively
• Solid communication and organizational skills
• Financial knowledge is advantageous
• Must successfully undergo background checks
Support members' financial journeys while advancing your professional career at Coast Capital.
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📌 Hybrid Financial Associate At Coast Capital Richmond (Canada)
🏢 Coast Capital Savings
📍 Canada