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Added 7 mins ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Cold Lake, AB
- Full-time
…designation); eligible for certification as a professional planner if working in planning role (e.g. Registered Professional Planner, Real Property Administrator, Facilities Management…
Added 52 mins ago
GE
310T Mechanic
GFL Environmental Inc.
Bracebridge, ON
- Full-time
Planning & Coordination: Plan and schedule repairs using the M5 planner and procure required parts; review mechanical write-ups and coordinate schedules with operations.
Added 2 hours ago
S
Assistant Planner
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As an Assistant Planner, you’ll be building brand partnerships, forecasting client behaviors, and optimizing inventory levels. The work you do will impact…
Added 2 hours ago
Planner l, Co-op Student
Regional Municipality of Wood Buffalo
Fort McMurray, AB
We strive to make our hiring process accessible to all candidates. If you require accommodation for the interview or any other part of the application process, please let us know.
Added 4 hours ago
Shop Supervisor
Boart Longyear
Saskatoon, SK
Establish methods to meet work schedules and co-ordinate work activities with other departments (I.e. Operations, EHS&T, Regional Planner, Engineering, Warehouse)
Added 4 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge…
Added 4 hours ago
B
Financial Planner
BMO
Vaughan, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve…
Added 4 hours ago
B
Financial Planner
BMO
Markham, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve…
Added 5 hours ago
RJ
Senior Financial Planner
Raymond James
AB
- Full-time
The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams…
Added 6 hours ago
S
Order Management & WorkForce Planner
Skechers
Surrey, BC
- Full-time
Translate workload forecasts and operational requirements into staffing needs by team, process, and operational area.
Added 7 hours ago
BC
Interface Planner
Bechtel Corporation
Toronto, ON
- Other
…with 15 stations and over 15km of new alignment. The Interface Planner will be responsible for reviewing the Ontario Line Program of schedules identifying areas of the schedule that have…
Added 8 hours ago
ML
MRO Coordinator
Maple Leaf Foods Inc
Hamilton, ON
- $47,000 to $69,000 CAD / year
- Full-time
Work with Planner to ensure all required parts are available prior to the work being scheduled
Added 8 hours ago
AC
Planificateur | Planner & Scheduler
Aston Carter
Montreal, QC
- $50 to $62 CAD / hour
- Contract
The Planner & Scheduler serves as a key interface between Program Managers and Control Account Managers, supporting the development, execution, and analysis of integrated master schedules.…
Added 8 hours ago
C
Investment Specialist
CIBC
Edmonton, AB
- Full-time
…your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this…
Added 9 hours ago
A
Consultant - Delivery Lead, Health Solutions
Aon
Toronto, ON
- Full-time
Support RL/finance with revenue recognition in Client Planner
Added 9 hours ago
AI
Repair Planner - Excellence Auto Collision - Midwest
AutoCanada Inc.
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
As a Repair Planner, you will play a crucial role in assessing
Added 10 hours ago
D
Production Planner / Planificateur de production
dormakaba
Montreal, QC
- Full-time
dormakaba is seeking a Production Planner based in Montreal (hybrid). The Production Planner is responsible for aligning customer demand with manufacturing capacity to ensure products are…
Added 10 hours ago
UO
Assistant Professor, Planning, Geography, and Environmental Studies
University of the Fraser Valley
Abbotsford, BC
- Full-time
Registered Professional Planner certification with the Canadian Institute of Planners, facilitated by the Planning Standards Board of Canada, is required .
Added 10 hours ago
CM
Associate Media Planner
Critical Mass
Toronto, ON
- Full-time
As an Associate Media Planner, you are eager to dive into the world of media trafficking, reporting and implementation, and hit the ground running with support from the Media team. With…
Added 10 hours ago
BC
Senior Material Planner
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 10 hours ago
C
Banking Centre Leader I - Intake
CIBC
Maple, ON · Richmond Hill, ON
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 10 hours ago
C
Banking Centre Leader III - Intake
CIBC
Richmond Hill, ON
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 12 hours ago
A
Repair Planner - Excellence Auto Collision - Midwest
AutoCanada
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
As a Repair Planner, you will play a crucial role in assessing vehicle damage and providing accurate cost estimates for repairs. You will work closely with customers, insurance adjusters,…
Added 12 hours ago
C
Sr. Financial Planner
CIBC
Regina, SK
- Full-time
…for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both…
Added 12 hours ago
CB
Project Coordinator
Clark Builders
Yellowknife, NT
- Full-time
…Manager(s) and Superintendent in all aspects of the construction process including monitoring project plans, schedules, organizing and participating in stakeholder meetings, and ensuring…

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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