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 strong 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 • Solid 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 (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg