Financial Advisor- Insurance and Investments (Ottawa)

Financial Advisor- Insurance and Investments (Ottawa)

17 Oct
|
Coast Capital Savings
|
Ottawa

17 Oct

Coast Capital Savings

Ottawa

Coast Capital Savings is seeking a Financial Associate to support Financial Planners, manage calendars, and maintain positive member relationships. You will handle day-to-day administrative tasks, process referrals for investments and insurance, and help maximize opportunities to improve members' financial well-being. Hybrid work model and focus on service delivery are central to the role. The role emphasizes helping members manage, save, grow, protect and improve their financial well-being

📌 Financial Advisor- Insurance and Investments (Ottawa)
🏢 Coast Capital Savings
📍 Ottawa

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