indeed
Financial Associate
Coast Capital Savings
Richmond, CAN
Full-time
Hybrid
$56,300 to $67,600
Discovered 1 weeks ago
Investment servicesPortfolio managementFinancial planning supportMember relationship managementAccount opening and maintenance documentationTrade processing
Free
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Investment servicesPortfolio managementFinancial planning support
Role Overview
Coast Capital Savings is hiring a Financial Associate - MFDA to support Financial Planners and serve investment members.
The role supports business development, productivity, member relationships, portfolio maintenance, sales growth, and retention.
The position is full-time regular and operates under the myWork hybrid program.
Key Skills for This Role
Investment servicesPortfolio managementFinancial planning supportMember relationship managementAccount opening and maintenance documentationTrade processing
Full Job Posting
Role overview
Coast Capital Savings is hiring a Financial Associate - MFDA to support Financial Planners and serve investment members.
The role supports business development, productivity, member relationships, portfolio maintenance, sales growth, and retention.
The position is full-time regular and operates under the myWork hybrid program.
Member and planner support
- Maintain positive member relationships and service incoming investment member needs.
- Resolve member issues through timely and accurate in-person, telephone, and email responses.
- Manage calendars, messages, email, appointments, member files, supplies, and business cards for Financial Planners.
- Prepare account opening, trade, financial planning, and maintenance documentation and collect required member documents.
Financial services and growth
- Process transactions into suitable financial products based on client risk and documented planning requirements.
- Build pipeline opportunities and identify needs involving investments, insurance, small business, and mobile services.
- Refer complex investment, insurance, and other specialized needs to the appropriate channels.
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