Shape financial futures as a Financial Associate with Coast Capital in Langley. This hybrid role focuses on delivering excellent member service and supporting Financial Planners in daily operations.

As a part of Coast Capital, you'll support Financial Planners in developing and nurturing member relationships. Key tasks involve managing administrative duties, handling client requests, and ensuring optimal service delivery. Your expertise will help us foster our social purpose and community impact.

Key Responsibilities: • Maintain positive member interactions and resolve concerns • Manage administrative tasks related to Financial Planners • Schedule appointments and prepare client documentation • Proactively identify opportunities for Financial Planners • Ensure compliance standards are met in all operations

Requirements: • Minimum 2 years of investment-related experience • Required licenses: IFIC/CSC - MFDA/IIROC • Decision-making skills with prioritization ability • Proven relationship building and effective communication skills • Solid organizational skills, able to work independently

Help us lead in member relationships and enhance financial services at Coast Capital. #J-18808-Ljbffr

📌 Join Coast Capital as Financial Associate (Winnipeg)
🏢 Coast Capital
📍 Winnipeg