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
• Robust 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.
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📌 Financial Associate At Coast Capital British Columbia
🏢 Coast Capital Savings
📍 British Columbia