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. 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 2+ years of experience in investments
- 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 Services Representative- Full Time (Vancouver)
🏢 Coast Capital
📍 Vancouver