Enhance member experiences as a Financial Associate at Coast Capital in Langley. This hybrid full time role supports Financial Planners in maximizing productivity and fosters strong client relationships.

Coast Capital, a leader in financial services, seeks a Financial Associate to assist Financial Planners. Your role involves administrative support, scheduling, and proactive member engagement. Contribute to our mission of improving financial well-being while adhering to compliance standards and delivering superior service.

Key Responsibilities:
• Build and maintain positive member relationships
• Process administrative operations and manage communications
• Schedule and confirm appointments for Financial Planners




• Prepare necessary documentation for financial planning
• Collaborate on special projects and operational initiatives

Requirements:
• 2+ years of experience in investments
• IFIC/CSC - MFDA/IIROC license required
• Strong organizational skills and ability to prioritize
• Effective communication skills, both oral and written
• Knowledge of investment products and continuous learning commitment

Drive member relationships and enhance financial services as a Financial Associate at Coast Capital in Langley.
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📌 Financial Associate Role at Coast Capital (British Columbia)
🏢 Coast Capital
📍 British Columbia