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 robust 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.

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