Coast Capital Financial Associate Position

Elevate your career as a Financial Associate with Coast Capital in Richmond Centre, BC. This full-time hybrid role supports Financial Planners while ensuring exceptional member service and maximizing financial well-being.

As part of Coast Capital Savings Federal Credit Union, you'll assist the Financial Planners (FP) in driving business development and providing administrative support. Your responsibilities will focus on maintaining positive member relationships while managing day-to-day activities, including calendar management and effective communication. This role is vital for enhancing the member experience and contributing to the cooperative's success.

Key Responsibilities:

• Maintain and build relationships with investment members

• Process administrative operations accurately and promptly

• Schedule appointments and manage FP contacts

• Prepare financial documents and member files

• Comply with operational and risk standards

Requirements:

• 2+ years in investments capacity

• IFIC/CSC - MFDA/IIROC license required

• Basic investment knowledge and organizational skills

• Excellent oral and written communication

• Ability to make timely decisions and prioritize tasks

Become a key contributor to Coast Capital, enhancing member experiences while supporting financial goals.