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
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Hybrid Financial Associate — Grow Member Wealth employer: Coast Capital Savings
Coast Capital is an exceptional employer that prioritizes employee growth and development while fostering a supportive and inclusive work culture at the Clearbrook Branch. As a Part Time Member Services Representative, you will not only engage with members to enhance their financial journeys but also benefit from ongoing training and opportunities to expand your financial knowledge. With a commitment to exceptional service and community values, Coast Capital offers a rewarding environment where your contributions truly make a difference.
