Find work in Canada.

485,597 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 24 mins ago
TA
SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
ON · Mississauga, ON
- Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 11 hours ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 12 hours ago
CH
Director of Sales and Marketing - Element by Westin - Downtown - Calgary, AB
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
Career advancement within our growing portfolio
Added 13 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 15 hours ago
SALES ASSOCIATE - MARKET MALL - CALL IT SPRING
The Aldo Group Inc / Le Groupe Aldo Inc.
Calgary, AB
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 15 hours ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Deliver comprehensive wealth management: Learn and apply the principles of retirement planning, tax and estate planning, and portfolio management.
Added 16 hours ago
C
Temporary Sales Associate
Coach
Mississauga, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 1 day ago
PS
Senior Analyst / Associate, Infrastructure Investments
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As a Senior Analyst / Associate, Infrastructure Investments in our Montreal office, you will work with a team of highly motivated professionals who pursue investments and manage a portfolio…
Added 1 day ago
AP
Associate Director, Commercial Data Operations
Alexion Pharmaceuticals, Inc.
Mississauga, ON
- Full-time
The Associate Director, Commercial Data Operations leads the delivery and reliability of data that supports US Commercial decisions, operations, reporting and advanced analytics at Alexion,…
Added 1 day ago
PT SALES ASSOCIATE - CALL IT SPRING - COQUITLAM CENTRE
The Aldo Group Inc / Le Groupe Aldo Inc.
Port Coquitlam, BC
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 1 day ago
NB
Wealth Management Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 day ago
N
Material Planner
Napoleon
Barrie, ON
- Full-time
As part of a team supporting a specific division, take ownership and management of a portfolio of materials with on-going analysis and maintenance of MRP parameters to meet demand, while…
Added 1 day ago
SI
Store Associate
SNDL Inc.
AB · Ellerslie, PE · ACE Liquor Discounter Ellerslie
- Full-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 1 day ago
KS
Temporary Sales Associate
kate spade new york
Toronto, ON · Halton Hills, ON
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 1 day ago
L
Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
…contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, and Heights Finance. Each brand is constantly evolving…
Added 1 day ago
C
Associate Insurance Advisor II
Co-operators
Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 day ago
KS
Temporary Sales Associate
kate spade new york
Mirabel, QC · Montreal Premium Outlets
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 1 day ago
Project Coordinator
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title will be Associate, Digital; working primarily in a project coordination capacity across client engagements. As a Project…
Added 1 day ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Ottawa, ON · Nepean, ON
- Temporary
As aFamous Footwear Seasonal Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 1 day ago
OM
Associate Director, Programmatic
Omnicom Media
Toronto, ON
- Full-time
The Associate Director, Programmatic is a senior leader responsible for delivering best-in-class programmatic solutions across a dedicated client portfolio. This role provides thought…
Added 1 day ago
FC
AVP Commercial Credit
FirstOntario Credit Union
Burlington, ON
- Full-time
The Associate Vice President (AVP), Commercial Credit is responsible to lead the Commercial Credit team within FirstOntario, ensuring the group meets its mandate of providing effective…
Added 1 day ago
O
Senior Manager, Programmatic
OMD
Toronto, ON
- Full-time
The Account Manager, Programmatic is a pivotal leadership role responsible for formal team management, client relationship ownership, and supports the associate director in achieving the…

Coast Capital Savings

Financial Associate - MFDA

Surrey, BC, V3X 3K1, Canada

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

Apply About employer

Applications open in a new tab.

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): 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.

Apply About employer

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

Report this job