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 • Robust 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 (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg