Find work in Canada.

318,240 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 2 mins ago
Senior Use-Case Lead
Aduna Global
Montreal, QC
Full-time
Partner with Developer Advocate: Work closely with the Developer Advocate to ensure the technical accuracy and relevance of public-facing developer content.
Added 2 mins ago
Client Advisor
RBC
Burlington, ON
Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 17 mins ago
Coordinator, Document Controls - Canada Wide
WSP in Canada
ON · Ontario, Canada
Contract
Set up, configure and maintain project document control environments in platforms such as InEight, Aconex, SharePoint and BIM 360, tailoring workspaces to client and project requirements.
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
AB · Alberta, Canada
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Analyste des examens d’affaires /Business Review Analyst
World Financial Group (WFG)
Quebec, QC
Full-time
Orientation client et excellentes aptitudes en communication écrite et verbale ainsi qu’en relations interpersonnelles.
Added 17 mins ago
Coordinator, Document Controls - Canada Wide
WSP in Canada
MB · Manitoba, Canada
Contract
Set up, configure and maintain project document control environments in platforms such as InEight, Aconex, SharePoint and BIM 360, tailoring workspaces to client and project requirements.
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
MB · Manitoba, Canada
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Coordinator, Document Controls - Canada Wide
WSP in Canada
SK · Saskatchewan, Canada
Contract
Set up, configure and maintain project document control environments in platforms such as InEight, Aconex, SharePoint and BIM 360, tailoring workspaces to client and project requirements.
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
SK · Saskatchewan, Canada
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
Saskatoon, SK
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Manager, Strategic Customer Onboarding
Tipalti
Toronto, ON
$120,000 to $150,000 CAD / year
Full-time
…customer implementations, including both internally delivered and partner-led engagements. You will be accountable for the performance, development, and success of your team and the overall…
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
Winnipeg, MB
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
AB · Edmonton, AB
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
Full-time
CTI is an architectural and furniture solutions dealer. We partner with our clients to execute commercial projects - curating, procuring, delivering, and supporting environments that help…
Added 17 mins ago
Senior Product Manager
Aviso
Toronto, ON
$120,000 to $135,000 CAD / year
Full-time
Partner with the Product Designer and Tech Lead in the leadership triad to explore options and balance value, viability, desirability and feasibility; involve engineers early and make…
Added 17 mins ago
Wildlife Group Manager
WSP in Canada
Calgary, AB
Full-time
Lead and inspire a high-performing team of wildlife professionals, including setting priorities, managing workloads, and ensuring the successful delivery of projects and client commitments.
Added 17 mins ago
Personal Banking Associate
TD
Kitchener, ON
Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 17 mins ago
Manager, Performance Management & Strategic Enablement
TD
Toronto, ON
Full-time
…clear objectives, plans and outcomes, and act as a trusted partner to leaders and teams by bringing clarity to insights and recommendations and executing with speed and discipline across…
Added 17 mins ago
Product Owner II - Everyday Advice Journey Delivery
TD
Toronto, ON
Full-time
Partner with management to support the delivery of a product vision
Added 17 mins ago
Personal Banking Associate
TD
Toronto, ON
Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 17 mins ago
Senior Product Owner, Investment Platform - Tangerine
Scotiabank
ON · Toronto, ON
Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the…
Added 17 mins ago
Animation Lead - Lakshya Digital
Keywords Studios
Remote, Canada
Full-time · Remote
Working closely with Art Directors, Production, and client-facing teams, the Animation
Added 17 mins ago
Regional Procurement Business Partner
Arcadis
Toronto, ON
Full-time
The Regional Procurement Business Partner Canada will act as the senior procurement business partner for Canada, owning and driving project procurement strategies, subcontracting, supplier…
Added 17 mins ago
Senior Product Manager
Aviso Wealth
Remote, Canada
$120,000 to $135,000 CAD / year
Full-time · Remote
Partner with the Product Designer and Tech Lead in the leadership triad to explore options and balance value, viability, desirability and feasibility; involve engineers early and make…
Added 17 mins ago
Senior Product Manager
Aviso Wealth
Remote, Canada
$120,000 to $135,000 CAD / year
Full-time · Remote
Partner with the Product Designer and Tech Lead in the leadership triad to explore options and balance value, viability, desirability and feasibility; involve engineers early and make…

Coast Capital Savings

Financial Associate - MFDA

Victoria, BC, V8X 4V1, 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

Apply About employer

Applications open in a new tab.

Original job description

Location(s): Broadmead 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. They are responsible for maintaining member files, processing documentation, and ensuring high-quality service delivery in accordance with compliance standards.

Requirements

Candidates must have at least 2 years of related 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 support branch objectives.

Skills

Administrative support
Calendar management
Customer service
Investment knowledge
Portfolio maintenance
Relationship management
Financial planning support
Communication skills
Decision making
Compliance
Time management
Problem solving
Data entry
Sales support
Team collaboration

Visa sponsorship

Not detected in the job text

Keywords

Financial Associate
MFDA
IIROC
IFIC
CSC
Investment
Portfolio management
Administrative operations
Member experience
Financial planning
Compliance
Risk management
Account opening
Trade documentation
Business development
Insurance referrals
Financial well-being
Branch network
Hybrid work

Report this job