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 solid 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 Vancouver (Canada)
🏢 Coast Capital Savings
📍 Canada