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 solid 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 (Canada)
🏢 Coast Capital
📍 Canada