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Added 15 mins ago
TC
Retail Store Associate Part Time Seasonal Winners
TJX Canada – Winners, Marshalls, HomeSense
St. Catharines, ON
- Part-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 30 mins ago
TC
Retail Associate Part-Time Marshalls Meadows Parkway
TJX Canada – Winners, Marshalls, HomeSense
Saskatoon, SK
- Part-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 30 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Lambert, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 30 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Vancouver, BC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 30 mins ago
W
Part Time (CAN) Stocking 1 Team Associate
Walmart
Charlottetown, PE
- Part-time
To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean environment. This…
Added 45 mins ago
TC
Retail Store Associate Part Time HomeSense Preston Crossing
TJX Canada – Winners, Marshalls, HomeSense
Saskatoon, SK
- Part-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 45 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Slave Lake, AB
- Contract
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 45 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Slave Lake, AB
- Contract
Position Summary...To provide exceptional customer service and assist in salesfloor operations in the Cosmetics department to ensure a positive shopping experience and drive customer…
Added 45 mins ago
WC
(CAN) Stocking 1 Team Associate
Walmart Canada
Slave Lake, AB
- Contract
Position Summary...To provide customer service by completing assigned stocking activities. This will be accomplished by accurately stocking picks and new merchandise all in a safe and clean…
Added 45 mins ago
TC
Retail Store Associate Full Time HomeSense - Wheeler Park Plaza
TJX Canada – Winners, Marshalls, HomeSense
Moncton, NB
- 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 45 mins ago
WC
(CAN) Fashion Associate
Walmart Canada
Toronto, ON · Scarborough, ON
- Full-time
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 45 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Toronto, ON · Scarborough, ON
- Full-time
Position Summary...To support and process transactions, providing exceptional customer service to ensure a positive shopping experience and drive customer loyalty.
Added 45 mins ago
WC
(CAN) Associé des rayons de la mode
Walmart Canada
Montreal, QC
- Contract
Position Summary...Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that…
Added 45 mins ago
WC
(CAN) General Merchandise Associate
Walmart Canada
London, ON
- Contract
Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you deliver…
Added 1 hour ago
OR
Wireless Sales Associate - 1116 Richmond Hill South
OSL Retail Services Inc
Richmond Hill, ON
- Other
Wireless Sales Associate | Full-Time | Richmond Hill South, ON.
Added 1 hour ago
LC
Cashier, Hourly Part Time Day
Loblaw Companies Limited
Alexis Whitecourt 232, AB · Whitecourt, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
TC
Retail store Coordinator
TJX Canada – Winners, Marshalls, HomeSense
Surrey, BC
- 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 2 hours ago
LC
Cashier, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Barrie, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacy Assistant, Hourly Full Time Day
Loblaw Companies Limited
Cobourg, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Front Store Supervisor, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON · Scarborough, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacist, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacist, Hourly Part Time Day
Loblaw Companies Limited
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacy Intern, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
LC
Pharmacy Intern, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Calgary, AB
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

Coast Capital Savings

Financial Associate - MFDA

Richmond, BC, V6Y 2B5, 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): Richmond Centre 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 assists Financial Planners with business development, administrative tasks, and calendar management to ensure efficient branch operations. They are responsible for maintaining member relationships, processing documentation, and ensuring compliance with all investment and insurance service standards.

Requirements

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

Skills

Financial planning support
Administrative support
Calendar management
Outbound calling
Customer service
Portfolio maintenance
Investment knowledge
Documentation management
Compliance
Relationship building
Time management
Problem solving
Communication skills
Data entry
Financial services

Visa sponsorship

Not detected in the job text

Keywords

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

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