indeed
Financial Associate
Coast Capital Savings
Surrey, CAN
Full-time
Hybrid
$56,300 to $67,600
Discovered 1 weeks ago
Investment portfoliosIFIC/CSC MFDA/IIROC licenseFinancial planning supportInvestment productsInsurance referralsAccount opening and trade documentation
Free
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Ready to ScanKey skills for this role
Investment portfoliosIFIC/CSC MFDA/IIROC licenseFinancial planning support
Role Overview
The Financial Associate - MFDA supports Financial Planners with new business development, productivity, administration, and member experience.
The role supports members with financial well-being needs and contributes to sales, growth, and retention objectives.
The position is based at Sunshine Hills Branch and follows the hybrid myWork program.
Key Skills for This Role
Investment portfoliosIFIC/CSC MFDA/IIROC licenseFinancial planning supportInvestment productsInsurance referralsAccount opening and trade documentation
Full Job Posting
Role Overview
The Financial Associate - MFDA supports Financial Planners with new business development, productivity, administration, and member experience.
The role supports members with financial well-being needs and contributes to sales, growth, and retention objectives.
The position is based at Sunshine Hills Branch and follows the hybrid myWork program.
Compensation
- Starting salary range is $56,300 to $67,600; the source does not specify the compensation cadence.
Employment
- Job type is full-time regular.
Key Responsibilities
- Maintain member relationships and service incoming investment-member needs.
- Resolve member issues and provide timely, accurate responses in person, by phone, and by email.
- Manage appointments, calendars, messages, email, member files, and required documentation.
- Process transactions and prepare account opening, trade, financial planning, and maintenance documents.
- Support compliance, branch initiatives, business plans, pipeline development, and referral opportunities.
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