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Added 18 hours ago
L
Planner, Strategic Sales Merchandise Planning
lululemon
Vancouver, BC
- Full-time
…sales, margin and inventory productivity. Monthly plan review process: develop sales, receipt and inventory re-forecasts. Manage receipts and adjust inventory…
Added 22 hours ago
NS
Customer Planner - eScope
Nova Scotia Power
NS · Sackville, Nova Scotia
- Full-time
We are looking for a Customer Planner - eScope to join our team. You will join a team of professionals at our Sackville location.
Added 1 day ago
A
Planificateur travaux et matières (Soir) / Material and Work planner (EVENING)
Airbus
Montreal, QC · Mirabel, QC
- Full-time
Your role as Work & Material Planner will be to rally the multifunctionnal team in a common production plan by priorising and coordinating activities and parts delivery.
Added 1 day ago
N
Material Planner
Napoleon
Barrie, ON
- Full-time
…intelligence (AI), may be used to support parts of the recruitment process. This may include functions such as resume parsing, candidate ranking, or initial screening. These tools do not…
Added 1 day ago
XT
Représentant(e) à l'expédition bilingue (Présentiel)
XTL Transport, Logistics, Distribution
Vaudreuil-Dorion, QC
- Full-time
We are looking for a bilingual Logistics Planner to join our team and actively contribute to the performance of our transportation operations.
Added 1 day ago
Supply Planner
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
To be successful, the planner is required to move easily between process management and detailed execution possessing a strong combination of analytical and communication skills.
Added 1 day ago
AE
Environmental Planner
Associated Engineering
Yellowknife, NT
- Full-time
…organization. We are seeking an experienced and dedicated Environmental Planner to join our team in our Yellowknife office. In this role you will be responsible for providing supporting…
Added 1 day ago
SI
Maintenance Scheduler
Saputo Inc.
Calgary, AB
- Full-time
Reporting to the Maintenance Manager and working closely with the Maintenance Supervisor, Maintenance Planner, and Maintenance Coordinator (MRO), the Maintenance Scheduler is responsible…
Added 1 day ago
BD
Business Analyst - IT
Black Diamond Group
Calgary, AB
- Full-time
Translate business needs into implementation-ready artifacts, including user stories, work items, acceptance criteria, process flows, configuration details, data mappings, integration…
Added 1 day ago
SJ
Social Worker, Geriatric Navigator
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
Coordinate and support post-discharge care of geriatric patients in collaboration with discharge planner and general medicine team;
Added 1 day ago
OC
Senior Strategic Planner
Ogilvy Canada
Toronto, ON
- Full-time
The Senior Strategic Planner is responsible for leading high-impact strategic initiatives for clients and brands and serves as a key strategic partner for day-to-day requests on strategic…
Added 1 day ago
W
Senior Project Planner
Worley
Vancouver, BC
- Full-time
We are currently recruiting for a Senior Project Planner. Our team includes world class experts and dynamic go-getters. This is a full-time position based in Vancouver, British Columbia.
Added 1 day ago
TL
NPI Buyer & Materials Planner
Touchdown Labs
Galway-Cavendish and Harvey, ON · Trent Lakes, ON
- Full-time
Do not bring, send, or use confidential information or trade secrets from a current or former employer. We hire for skill and judgment, not for anyone else's process recipes.
Added 1 day ago
NC
Mine Planner - Mid Term
Newmont Corporation
BC · Kitimat-Stikine A, BC
- Full-time
As a Mine Planner – Mid Term, you will play a key role in developing and maintaining executable mine plans that bridge short-term operations and long-term objectives. Your work will help…
Added 1 day ago
AC
City Planner
Aston Carter
Surrey, BC
- $24 to $26 CAD / hour
- Contract
The City Planner is responsible for preparing the next days city pickup and delivery plan for an afternoon operation. This role coordinates drivers, equipment, and dock labour to ensure all…
Added 1 day ago
I
Buyer, Investment
Initiative
Toronto, ON
- Full-time
…Supervisor/Manager in preparing all written documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent…
Added 1 day ago
BC
Material Planner (Permanent)
Babcock Canada Inc.
Victoria, BC
- Full-time
…you require accommodation during any stage of our recruitment process, please let us know how we can assist…
Added 1 day ago
S
Media Planning Supervisor
Starcom
ON · Ontario, Canada
- Full-time
…world of Media and Advertising. We see the planning and buying process as art. However, it is an art that is always best when backed by the science of empirical…
Added 1 day ago
WM
Business Operations Manager, Architecture & Interior Design
Ware Malcomb
Vaughan, ON
- Full-time
Conducts weekly meetings with all project managers to review the Project Planner, Forecast updates, QA/QC process, project awareness reports, accounts receivable progress on any invoices…
Added 1 day ago
NS
Customer Planner - eScope
Nova Scotia Power
NS · Sackville, NS
- Full-time
We are looking for a Customer Planner - eScope to join our team. You will join a team of professionals at our Sackville location.
Added 1 day ago
OB
Demand Planner
Olli Brands Inc.
Toronto, ON
- $78,000 to $86,000 CAD / year
- Full-time
Olli Brands Inc. is a GMP-track cannabis edibles manufacturer. The Demand Planner owns the planning cycle end to end: taking Commercial’s forecast, exploding it to materials and components,…
Added 1 day ago
OB
Purchasing Specialist
Olli Brands Inc.
Toronto, ON
- $76,000 to $82,000 CAD / year
- Full-time
The role sits in Operations, reporting to the Operations Manager, and is a peer to the Demand Planner - the plan is theirs, the purchase order is this role’s. It works daily with Inventory…
Added 1 day ago
SI
Maintenance Scheduler
Saputo Inc.
Calgary, AB · Riverway
- Full-time
Reporting to the Maintenance Manager and working closely with the Maintenance Supervisor, Maintenance Planner, and Maintenance Coordinator (MRO), the Maintenance Scheduler is responsible…
Added 1 day ago
S
Marketing Coordinator Intern (May 2027 - 12 Months)
SOTI
Mississauga, ON
- $55,000 CAD / year
- Full-time
Process internal marketing requests to support the wider business, leveraging corporate tools, technologies and procedures (Salesforce, Workday, ClickUp, Microsoft 365, etc.). Examples…
Added 1 day ago
Executive Assistant, International Banking
Scotiabank
Toronto, ON
Contribute to administrative process improvements and ensure alignment with global policies and business controls.

Coast Capital Savings

Financial Associate - IIROC

Langley (District), BC, Canada
Langley, BC, V2Y 1A2, Canada

Starting Salary Range: $56,300.00 - $67,600.00 · Full-time

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Job details

Pay: Starting Salary Range: $56,300.00 - $67,600.00
Job type: Full-time
Apply by: Oct 31, 2026
Experience: 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
Posting language: English
Posted: Sep 29, 2026

Original job description

Location(s): Langley Branch

Job Type: Full Time Regular

myWork Program: Hybrid

Starting Salary Range: $56,300.00 - $67,600.00

Background Screening Requirement:

Enhanced Criminal Record Check
Credit Check
Identity Verification
Employment Verification
References

What’s the job?

The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (Calendar management, outbound calls connecting with all members for a consistent touch point) This role focuses on delivering a positive member experience through strong relationships and good service. This position will partner with the FP to successfully maximize every opportunity to "help" our members manage, save, grow, protect and improve their financial well-being thus contributing to the overall profitability of Coast Capital. This role will provide high quality service while liaising effectively with other teams within the branch network to better serve our members delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.

What you’ll get to do:

Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.
Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)
Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering supplies and business cards etc.
Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.
Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.
Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP
In collaboration with the FP and Branch leadership will support a variety of processes and initiatives. May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.
As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps
Ensures compliance standards are adhered to in all dealings as required. Adhere to all operational, risk and compliance processes.
Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times
Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals. Support and sponsor local and organizational initiatives.
Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.
Proactively build pipeline opportunities for FP to optimize during member meetings.
Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable.
Builds relationships to ensure contribution to the team as well as able to work independently if required.
Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships. Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.

Who are we looking for?

2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
IFIC/CSC - MFDA/IIROC license is Requird.
Should have working knowledge of various quotation equipment and industry specific computer software
Basic investment knowledge and a commitment to continuous learning
Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
Organized and able to work independently when given overall goals and expectations
Demonstrated ability to positively and productively engage and deal effectively with colleagues at all levels; builds constructive, mutually beneficial relationships, appropriate rapport and relates well to others
Demonstrated experience and effectiveness in both oral and written communication including F2F oral presentations to groups, focused and concise written and verbal summaries, effective questioning and listening skills.
Makes good decisions, in a timely manner, based on analysis, experience, and judgment; sought out by others for advice; capable of analyzing complex problems, leveraging multiple sources to create effective solutions
Consistently meets/exceeds goals, typically by being organized, setting priorities, accurately estimating timeframes, overcoming resistance & barriers; steadfastly pushes self & others
Dedicated to meeting the expectations and needs of internal and external clients; establishes effective relationships with members, earning trust/respect; acts with a conscious intent to fulfill our CCS purpose

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

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More about this job

Responsibilities

The Financial Associate provides administrative support to Financial Planners to assist with business development and portfolio maintenance. They are responsible for managing client relationships, processing transactions, and ensuring high-quality service delivery within the branch.

Requirements

Candidates must have at least 2 years of experience in an investment capacity and hold an IFIC/CSC - MFDA/IIROC license. Strong organizational, communication, and decision-making skills are required to manage multiple tasks and support branch goals.

Skills

Investment knowledge
Administrative support
Calendar management
Portfolio maintenance
Financial planning support
Compliance
Communication skills
Problem solving
Time management
Data entry
Customer service
Trade processing
Account opening
Business development

Visa sponsorship

Not detected in the job text

Keywords

Financial Associate
IIROC
MFDA
IFIC
CSC
Investment
Financial Planning
Portfolio Management
Administrative Operations
Client Relations
Compliance
Risk Management
Business Development
Insurance
Account Maintenance
Trade Processing
Financial Services
Hybrid Work
Member Experience
Branch Operations

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