Opportunity Description
Accelerate your financial career as an Associate Financial Planner at Coast Capital in Coquitlam. This full-time role supports Financial Planners while offering excellent professional development opportunities.
In this position, you will assist Financial Planners with portfolio management, business development, and member interaction. Your responsibilities include processing administrative tasks, managing scheduling, and facilitating communications for the Financial Planner. With your proactive approach, you'll help enhance member experiences while driving business goals in a collaborative environment.
Key Responsibilities:
• Support Financial Planners in managing lower-tier portfolios
• Execute administrative operations and communications for FP
• Prepare and manage documentation for client accounts
• Provide financial service when FP is unavailable
• Identify business opportunities for member appointments
Requirements:
• 4-6 years of relevant experience in ...
In this position, you will assist Financial Planners with portfolio management, business development, and member interaction. Your responsibilities include processing administrative tasks, managing scheduling, and facilitating communications for the Financial Planner. With your proactive approach, you'll help enhance member experiences while driving business goals in a collaborative environment.
Key Responsibilities:
• Support Financial Planners in managing lower-tier portfolios
• Execute administrative operations and communications for FP
• Prepare and manage documentation for client accounts
• Provide financial service when FP is unavailable
• Identify business opportunities for member appointments
Requirements:
• 4-6 years of relevant experience in ...
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