Become a Financial Associate at Coast Capital in Langley and play a key role in member financial well-being. This full-time hybrid position supports Financial Planners and enhances client service delivery.

Coast Capital is looking for a Financial Associate to assist in business development and manage member experiences. Your responsibilities include administration, managing schedules, and ensuring impactful financial planning services. You'll work collaboratively within our branch network to meet members' needs.

Key Responsibilities:
• Foster and build robust member relationships
• Handle administrative tasks ensuring accuracy and timeliness
• Coordinate appointments and manage Financial Planner schedules




• Collect and prepare necessary financial documentation
• Support the execution of local initiatives and projects

Requirements:
• 2+ years of investment experience in financial roles
• IFIC/CSC - MFDA/IIROC licensing is essential
• Ability to prioritize tasks and manage trades efficiently
• Strong communication proficiency, with emphasis on listening
• Organized and capable of working with minimal supervision

Contribute to exceptional member services and financial growth as a Financial Associate at Coast Capital.
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📌 Coast Capital Financial Associate Opportunity (British Columbia)
🏢 Coast Capital
📍 British Columbia