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 recent business development efforts with proactive support- Establish strong member relationships for a positive experience- Collaborate with other teams to ensure excellent service deliveryRequirements:- Background in administrative support or customer service- Ability to build and maintain relationships effectively- Strong communication and organizational skills- Financial knowledge is advantageous- Must successfully undergo background checksSupport members' financial journeys while advancing your professional career at Coast Capital.#J-18808-Ljbffr
📌 Cibc Financial Associate In Vancouver - $50,840 - $59,350 A Year (Winnipeg)
🏢 Beem Credit Union
📍 Winnipeg
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