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Added 4 hours ago
Retail Associate - Hourly - Stores
Fossil Group
Edmonton, AB
The Sales Associate’s overall responsibility is to provide a Radical Customer Experience. They align their day with business needs and take action in order to successfully achieve sales…
Added 4 hours ago
SC
Sales Associate-Print&Services
Staples Canada
Calgary, AB
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 7 hours ago
Customer Experience Associate - Enterprise & Birchmount (30 hours/week)
Scotiabank
Markham, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
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Customer Experience Associate - Aurora (Casual)
Scotiabank
Aurora, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 11 hours ago
7
Store Crew
7-Eleven
Winnipeg, MB
- Full-time
Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
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7
Store Crew
7-Eleven
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- Internship
Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
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7
Store Crew
7-Eleven
Surrey, BC
- Internship
Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
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7
Store Crew
7-Eleven
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Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
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7
Store Crew
7-Eleven
North Battleford, SK
- Full-time
Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
Added 11 hours ago
7
Store Crew
7-Eleven
Kelowna, BC
- Internship
Crew positions are entry level opportunities with schedules to fit your life. As one would expect, cash handling, fuel transactions, cleaning, and stocking are part of the role with some…
Added 12 hours ago
PC
Temporary Sales Associate - Part-Time
PVH Corp.
Toronto, ON · Scarborough, ON, Canada
- Part-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 18 hours ago
RU
Part time supervisor!
Recipe Unlimited
New Minas, NS
- Part-time
…hands-on and our team works together to deliver the Perfect Guest Experience to our guests each and every time. We genuinely care about each Guest and every…
Added 18 hours ago
CC
Financial Associate - MFDA
Coast Capital
Richmond, BC
- Full-time
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 19 hours ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
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Added 21 hours ago
SI
Sales Associate
SNDL Inc.
St. Albert, AB · ACE Liquor Discounter Hebert
- Part-time
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Added 21 hours ago
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Sales Associate
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Edmonton, AB · Wine & Beyond Southgate
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We are currently looking for friendly, outgoing, and customer service driven individuals to join our team as Part Time Sales Associates at our Wine & Beyond Southgate location in Edmonton!
Added 21 hours ago
CC
Financial Associate - MFDA
Coast Capital
Victoria, BC
- Full-time
The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting new business development, and maximizing productivity by providing Administrative…
Added 21 hours ago
SD
Specialist, Patient Care
Shoppers Drug Mart
Mississauga, ON
- Full-time
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Added 22 hours ago
J
Operations Associate (Legal & Compliance)
Jerry.ai
Remote, Canada
- $65,000 to $80,000 CAD / year
- Full-time
- Remote
…job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future.…
Added 23 hours ago
Harvey's Wants You!
Recipe Unlimited
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…hands-on and our team works together to deliver the Perfect Guest Experience to our guests each and every time. We genuinely care about each Guest and every…
Added 23 hours ago
SI
Sales Associate
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Alexis Whitecourt 232, AB · ACE Liquor Discounter Gateway Plaza
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Sales Associate (Brick Specialist) - Durham, NC
the LEGO Group
ON · Durham, ON
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Added 23 hours ago
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Seasonal Retail Sales Associate, Bridgeview Plaza
Bell
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Experience in Retail Sales, Customer Service or Hospitality is a definite asset
Added 1 day ago
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Personal Banking Associate (Future opportunities) - Montreal East (full-time)
TD
L'Assomption, QC · Lachenaie, QC · Mascouche, QC · Montreal, QC · Repentigny, QC · Terrebonne, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 day ago
SC
Sales Associate-Print&Services
Staples Canada
Calgary, AB
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.

Coast Capital

Financial Associate - MFDA

Victoria, BC, 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: Nov 29, 2026
Experience: 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements.
Posting language: English
Posted: Oct 16, 2026

Original job description

At Coast Capital, we’re not dreaming about a better future, we’re building one.

Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re deeply committed to making our financial cooperative a great place to work - Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Financial Associate - MFDA

Oct 28, 2026

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.

Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

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More about this job

Responsibilities

Support Financial Planners with administrative operations, member relationship management, appointment scheduling, documentation, and portfolio maintenance. Deliver a positive member experience, identify opportunities for additional financial products and referrals, and help meet business, growth, and retention objectives while adhering to compliance requirements.

Requirements

Requires at least two years of related investment experience working with portfolios and associated requirements, plus an IFIC/CSC MFDA/IIROC license. Candidates should have basic investment knowledge, familiarity with industry software and quotation tools, strong communication and organizational skills, sound judgment, and the ability to prioritize and work independently.

Skills

Investment Administration
Portfolio Maintenance
Financial Services
Appointment Scheduling
Calendar Management
Outbound Calling
Member Service
Investment Referrals
Insurance Referrals
Account Opening
Trade Processing
Financial Planning Documentation
Regulatory Compliance
Communication
Prioritization

Benefits

Customizable Benefits
Defined Benefit Pension Plan
Retirement Savings Plan
Mortgage Financing Benefits
Auto Financing Benefits
Employee Recognition
Employee Volunteer Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investments
Financial Planning
Portfolio Management
Member Relationships
Member Experience
Business Development
Investment Referrals
Insurance Referrals
Small Business Referrals
Account Opening
Trade Processing
Portfolio Maintenance
Estate Administration
Marital Dissolution Administration
Contact Management
Calendar Management
IFIC
CSC
MFDA
IIROC
Investment Products
Risk And Reward Tolerances
Regulatory Compliance
Operational Risk
Quotation Equipment
Industry-Specific Software

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