Associate Financial Planner at Coast Capital
C
Coast Capital
📍 victoria, capital regional district, Canada
Job Description
Elevate your finance career with Coast Capital as an Associate Financial Planner. This full-time role emphasizes skill-building while assisting Financial Planners in delivering exceptional member experiences.
At Coast Capital, the Associate Financial Planner position offers a pathway to becoming a Financial Planner while providing vital support to manage portfolios and develop new business. In this role, you will collaborate effectively with the Financial Planner, ensuring seamless member services and engagement to enhance financial wellness. A strong emphasis is placed on relationship building and assisting with sales and administrative tasks to contribute positively to our cooperative.
Key Responsibilities:
• Manage day-to-day administrative operations for financial planners
• Partner with FP on marketing and business development initiatives
• Schedule and confirm appointments with members
• Prepare account and planning documentation as needed
• Provide member se...
At Coast Capital, the Associate Financial Planner position offers a pathway to becoming a Financial Planner while providing vital support to manage portfolios and develop new business. In this role, you will collaborate effectively with the Financial Planner, ensuring seamless member services and engagement to enhance financial wellness. A strong emphasis is placed on relationship building and assisting with sales and administrative tasks to contribute positively to our cooperative.
Key Responsibilities:
• Manage day-to-day administrative operations for financial planners
• Partner with FP on marketing and business development initiatives
• Schedule and confirm appointments with members
• Prepare account and planning documentation as needed
• Provide member se...