Join Coast Capital as a Financial Associate in Langley, BC, where you will provide vital support to Financial Planners in a hybrid work environment focused on member satisfaction. In this full time role, you will handle administrative tasks and drive positive experiences for investment members. You'll collaborate closely with Financial Planners to identify opportunities, assist with portfolio management, and ensure seamless communication within the branch.

Your efforts will directly impact member satisfaction and overall business success. Key Responsibilities:

- Build and maintain strong member relationships
- Respond promptly to issues and member inquiries
- Oversee administrative functions for Financial Planners
- Schedule and confirm appointments effectively
- Support referrals to specialized investment services

Requirements:

- Minimum 2 years experience in investment roles
- Required IFIC/CSC - MFDA/IIROC certification
- Strong understanding of investment instruments
- Excellent verbal and written communication skills
- Skilled in managing multiple priorities and decision-making

Help Coast Capital improve lives through finance while growing your own career in a supportive environment.

📌 Coast Capital Financial Associate Role (Vancouver)
🏢 Coast Capital Savings
📍 Vancouver