Financial Services Associate in Langley (British Columbia)

Financial Services Associate in Langley (British Columbia)

18 Sep
|
Coast Capital Savings
|
British Columbia

18 Sep

Coast Capital Savings

British Columbia

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.

Subscribe to this job alert:

Get the latest job offers by email for: financial services associate in langley (british columbia) / british columbia

Subscribe to this job alert:

Get the latest job offers by email for: financial services associate in langley (british columbia) / british columbia