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
Robust 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.

📌 Coast Capital Financial Associate Opportunity Langley (Canada)
🏢 Coast Capital
📍 Canada