Financial Services Associate in Langley
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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.
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