Elevate your career as a Financial Associate at Coast Capital in Langley, BC, where you’ll assist Financial Planners in delivering exceptional member services in a hybrid work model. As a full-time Financial Associate, you will enhance business development by managing day-to-day administrative tasks and fostering robust member relationships. This role is integral in helping members manage, save, and improve their financial well-being.

You'll provide outstanding service while ensuring compliance and liaising with other teams to optimize profitability and retention. Key Responsibilities:

- Maintain positive member relationships and address inquiries
- Resolve customer issues and provide timely responses




- Manage administrative operations and support Financial Planners
- Schedule appointments and prepare necessary documentation
- Identify sales opportunities and support specialized referrals

Requirements:

- 2+ years of experience in investments
- IFIC/CSC - MFDA/IIROC license required
- Basic knowledge of investment products
- Strong communication skills
- Ability to prioritize and make decisions independently

Become a vital part of Coast Capital’s mission to enhance member relationships and support their financial journeys.

📌 Financial Associate at Coast Capital (Langley)
🏢 Coast Capital Savings
📍 Langley