Pursue a fulfilling career as a Financial Services Associate at Coast Capital in Langley, BC, focusing on enhancing member experiences through administrative and supportive roles in a hybrid setting.
This full time position offers you the chance to work directly with Financial Planners, managing essential tasks and facilitating smooth operations for client services. You’ll play a key role in fostering member relationships, resolving inquiries, and ensuring compliance with financial regulations. Your commitment to exceptional member service will contribute to Coast Capital’s mission and values.
Key Responsibilities:
• Establish and nurture positive connections with members
• Address customer concerns and provide timely solutions
• Carry out essential administrative duties for the Financial Planners
• Assist in scheduling and preparing for client meetings
• Identify and refer various financial needs to the right channels
Requirements:
• Over 2 years of investment experience required
• Must have IFIC/CSC - MFDA/IIROC licenses
• Familiarity with financial instruments and software
• Strong interpersonal and communication skills
• Effective in prioritizing tasks and independent decision-making
Support members in achieving their financial goals with your skills and dedication at Coast Capital.
#J-18808-Ljbffr
📌 Financial Services Associate in Langley (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.