Coast Capital’s Financial Associate

Position: Coast Capital’s Financial Associate Role
Join the hybrid workforce of Coast Capital as a Financial Associate, contributing to member relationships at the Sunshine Hills Branch. Assist Financial Planners in providing exceptional financial services and support.

As a full-time Financial Associate, you will play a crucial role in enhancing business development efforts by managing day-to-day tasks effectively. Your ability to foster member relationships and streamline administrative operations will directly impact client satisfaction and business profitability. Working closely with the Financial Planners, you'll help identify and fulfill members' financial needs while maintaining compliance with industry standards.

Key Responsibilities:

• Build and maintain strong member relationships

• Address and resolve client issues swiftly

• Oversee daily administrative tasks for Financial Planners

• Schedule and prepare for member meetings

• Proactively manage accounts and documentation

Requirements:

• Two or more years in a similar investment role

• Must possess IFIC/CSC license

• Strong analytical and decision-making skills

• High level of organization and independence

• Proven ability to communicate effectively with diverse audiences

Drive member-focused service and contribute to the financial health of Coast Capital's community as a Financial Associate.