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.
📌 Financial Services Associate in Langley
🏢 Coast Capital Savings
📍 Langley
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