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
- Solid 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.

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