22 Sep
|
Coast Capital Savings
|
Langley
22 Sep
Coast Capital Savings
Langley
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.
📌 Financial Services Associate In Langley
🏢 Coast Capital Savings
📍 Langley