Find work in Canada.

443,523 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
GW
Senior Law Clerk - Corporate Services
Gowling WLG
Toronto, ON
- $78,000 to $88,000 CAD / year
- Full-time
This position is currently vacant and is open to both internal and external candidates. Gowling WLG is recruiting for this role to support ongoing firm needs and team operations.
Added 30 mins ago
A
Maintenance Electrician
Amrize
Sechelt Band Lands (Egmont) No 26, BC · Egmont, Brit
- $49.54 CAD / hour
…plant safety rules are followed and the individual works as a team member. The primary objective of this position is to support electrical and maintenance operations through the proper…
Added 30 mins ago
Flagman
RailWorks
Niagara-on-the-Lake, ON
…requests for accommodation can be confidentially made to a member of the recruitment team who will arrange in advance for reasonable and appropriate accommodation for fair and equitable…
Added 1 hour ago
GF
Front Desk Staff
GROW Fitness
Toronto, ON · Etobicoke, ON
- Part-time
…their fitness and wellness goals through consistent effort and support. The center offers personal training, group fitness classes, strength and conditioning programs, and wellness coaching…
Added 1 hour ago
J
Salesforce Health Cloud Business Systems Analyst (BSA)
Jobgether
Canada
- Contract
Salesforce Health Cloud data modelling: Apply detailed knowledge of the Health Cloud data model, including patient and member profiles, care plans, clinical data structures, and household…
Added 2 hours ago
LH
2600002781 - Manager Medical Affairs
Lakeridge Health
Oshawa, ON · Greater Oshawa Metropolitan Area
- Internship
Lakeridge Health is seeking a dynamic, strategic and collaborative Manager, Medical Affairs to lead the operations, programs and services that support roughly 1,000 credentialed staff…
Added 2 hours ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
Be a valued team member of the Development and Community Services team and assist on other operations or projects as needed.
Added 2 hours ago
GW
Senior Law Clerk - Corporate Services
Gowling WLG
Ottawa, ON
- $78,000 to $88,000 CAD / year
- Full-time
This position is currently vacant and is open to both internal and external candidates. Gowling WLG is recruiting for this role to support ongoing firm needs and team operations.
Added 2 hours ago
CO
Director, Health, Safety, & Organizational Resilience
City of Saint John
Saint John, NB
- Full-time
…City’s Occupational Health & Safety (OHS) Program. As a key member of the City’s leadership team, the Director will shape and execute a forward-looking Corporate Safety Strategy that…
Added 3 hours ago
BW
Registered Nurse, FIR (Families in Recovery) - BC Women’s Hospital and Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Part-time
Develop a comprehensive care plan with the multidisciplinary team, focusing on identified addiction, biopsycho-social/spiritual challenges and discharge planning. Evaluate the outcome of…
Added 3 hours ago
Retail Experience Lead - Jane St (Sheridan Mall)
Fire & Flower Inc.
Toronto, ON
Assist with team member onboarding, training, and continuous education.
Added 3 hours ago
WC
Pharmacy Assistant
Walmart Canada
Vernon, BC
- Full-time
…Assistant is expected to participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 3 hours ago
MI
Assistant Rooms Operations Manager
Marriott International
Vancouver, BC
- Full-time
Participates as needed in the interviewing and hiring of Room operations employee team members with the appropriate skills.
Added 3 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 3 hours ago
T
Senior Personal Banker Trainee - Investing
TD
Calgary, AB
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 3 hours ago
T
Personal Banking Associate
TD
Winnipeg, MB
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 4 hours ago
UO
Department Assistant
University of Waterloo
Waterloo, ON
- Full-time
The Department Assistant provides a wide range of administrative and operational support to facilitate the day-to-day operations of the Department of Mechanical and Mechatronics Engineering…
Added 4 hours ago
CG
Trade, Mill Welder (Mount Milligan)
Centerra Gold Inc.
Fort St. James, BC
- Full-time
Centerra’s vision is to build a team-based culture of excellence that responsibly delivers sustainable value and growth. We are committed to the safety, integrity, ethics, and fairness of…
Added 4 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 4 hours ago
HT
Product Development Engineer
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM is an exciting company with tremendous potential. We have a great team and great expectations. If you are attracted to bold goals, believe in uncompromising honesty,…
Added 4 hours ago
HT
CNC Machinist - Rotational Shifts only + Benefits package + Paid time off +Shift Premium+ RRSP benefits
Husky Technologies
Bolton, ON
- Full-time
Investigate and perform root cause analysis on non-conformance and scrap events. Communicate as required with Team Leader, Quality Analyst and Programming support on findings and correct…
Added 4 hours ago
HT
PD Software for Service
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM is an exciting company with tremendous potential. We have a great team and great expectations. If you are attracted to bold goals, believe in uncompromising honesty,…
Added 4 hours ago
HT
Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM is an exciting company with tremendous potential. We have a great team and great expectations. If you are attracted to bold goals, believe in uncompromising honesty,…
Added 4 hours ago
HT
PD Service - Mechanical
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM is an exciting company with tremendous potential. We have a great team and great expectations. If you are attracted to bold goals, believe in uncompromising honesty,…
Added 4 hours ago
HT
Internal Auditor (Business Control & IT)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM is an exciting company with tremendous potential. We have a great team and great expectations. If you are attracted to bold goals, believe in uncompromising honesty,…

Coast Capital Savings

Financial Associate - MFDA

Richmond, BC, V6Y 2B5, 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): 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.

Apply About employer

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

Report this job