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Added 44 mins ago
Part Time (30 Hours) Associate Banker, South Ontario Branch, Ontario, CA Bilingual Mandarin Preferred
JPMorganChase
ON · Ontario, Canada
$22.5 to $27.6 USD / hour
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 1 hour ago
Investment Operations Associate
Vaco by Highspring
Toronto, ON
$40 to $45 CAD / hour
Contract
Senior Analyst Investment Operations – 6 Month Contract
Added 1 hour ago
Personal Banking Associate
BMO
Saint-Jérôme, QC
Part-time
…Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through…
Added 2 hours ago
Research Associate
McGill University
Life Sciences Bldg .
Full-time
The Department of Microbiology and Immunology is seeking a highly motivated and accomplished Research Associate to contribute to dynamic research projects in systems immunology, microbiome…
Added 9 hours ago
Retail Store Coordinator Full time Winners - Lionhead
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 12 hours ago
Financial Associate - IIROC
Coast Capital Savings
Langley (District), BC · Langley, Brit
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 12 hours ago
Financial Associate - MFDA
Coast Capital Savings
Victoria, BC
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 12 hours ago
Financial Associate - MFDA
Coast Capital Savings
Richmond, BC
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 12 hours ago
Financial Associate - MFDA
Coast Capital Savings
Surrey, Brit
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 12 hours ago
Legal Operations Specialist / Human Services Program Specialist 1
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
…programmatic work related to background investigations, licensing, and financial fraud and…
Added 15 hours ago
Senior Customer Associate - Calgary Financial Centre, AB (30 hours/week) Contract- March, 2028
Scotiabank
AB · Calgary, AB
…customers first, and our priority is to help them achieve their financial…
Added 15 hours ago
Store Associate
The Salvation Army in Canada
Airdrie, AB
Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 15 hours ago
Patient Service Representative
The University of Kansas Health System
Pavilion 1, BC
Part-time
…ambulatory clinic. This work role is responsible for front desk operations including greeting and checking in customers and visitors, answering calls, copay collection, completing MyChart…
Added 15 hours ago
Retail Store Coordinator, Full time, Winners-Lionhead
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 16 hours ago
Customer Experience Associate - Sherbrooke, QC - 37.5 hours/week
Scotiabank
Sherbrooke, QC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 16 hours ago
Store Associate
The Salvation Army Canada and Bermuda Territory
Airdrie, AB
Part-time
The role provides service to customers, sorting incoming product and assists in the ongoing retail operations of The Salvation Army Thrift Store.
Added 16 hours ago
Bilingual Field Operations Associate
Grainger Canada
Quebec, QC
Full-time
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 17 hours ago
Sales Enablement Coordinator
Trimble Inc.
Richmond Hill, ON · Canada - Richmond Hill, Ontario (Applanix)
Full-time
Cross-Functional Operations Backup: Become fully trained in core order processing workflows to serve as an indispensable backup during peak quarter-end pushes, high-volume periods, and team…
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Loan Processor Agri-Access and Leasing
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Compeer, SK
Full-time
Collaborates with Financial Officers (FOs) across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers’ licenses,…
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Sales Enablement Coordinator
Trimble Inc.
Richmond Hill, ON
Full-time
Cross-Functional Operations Backup: Become fully trained in core order processing workflows to serve as an indispensable backup during peak quarter-end pushes, high-volume periods, and team…
Added 18 hours ago
Bilingual Field Operations Associate
Grainger Businesses
Quebec, QC · VILLE DE QUEBEC, Queb
This unique hybrid KeepStock / Branch role supports both business functions in a particular market. The Field Operations Associate will have the ability to serve key customers both in the…
Added 18 hours ago
Financial Analyst
Helic & Co
Canada
Full-time
You will report to the Associate, Financial Reporting & Compliance.
Added 19 hours ago
Postdoctoral Affairs Officer
University of Toronto
Toronto, ON
Working under the general direction of the Associate Director, Graduate Awards, Operations and Postdoctoral Affairs, the Postdoctoral Affairs Officer serves as the primary resource for…
Added 19 hours ago
Retail Store Coordinator Full time Winners - Lionhead
The TJX Companies, Inc.
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 19 hours ago
Retail Store Coordinator, Full time, Winners-Lionhead
The TJX Companies, Inc.
Brampton, ON
Full-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.

Coast Capital Savings

Financial Associate - MFDA

Surrey, BC, V3X 3K1, Canada

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

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Original job description

Location(s): Sunshine Hills 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 Required.
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 member relationship management. This role involves processing daily operations, maintaining member files, and ensuring compliance while delivering high-quality service to support sales and retention goals.

Requirements

Candidates must have at least 2 years of related 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 objectives.

Skills

Investment administration
Portfolio maintenance
Calendar management
Financial planning support
Compliance
Customer service
Data entry
Communication
Problem solving
Time management
Sales support
Insurance referrals
Investment referrals
Administrative operations

Visa sponsorship

Not detected in the job text

Keywords

Financial Associate
MFDA
IIROC
IFIC
CSC
Investments
Portfolio Management
Financial Planning
Customer Service
Administrative Support
Compliance
Insurance
Business Development
Member Experience
Account Management
Hybrid Work
Financial Services
Relationship Management
Data Maintenance
Transaction Processing

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