indeed
Financial Associate
Coast Capital Savings
Surrey, CAN
Full-time
Hybrid
$56,300 to $67,600.
Discovered 1 weeks ago
Investment operationsPortfolio administrationFinancial Planner supportMember relationship managementAccount opening and trade documentationInvestment products
Free
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Investment operationsPortfolio administrationFinancial Planner support
Role Overview
The Financial Associate supports Financial Planners with business development, productivity, administration, member service, portfolio maintenance, and referrals.
The role contributes to sales, growth, retention, and member experience objectives.
The position is identified as Financial Associate - IIROC and is a full-time regular role.
Key Skills for This Role
Investment operationsPortfolio administrationFinancial Planner supportMember relationship managementAccount opening and trade documentationInvestment products
Full Job Posting
About Coast Capital Savings
Coast Capital Savings is a federal credit union focused on helping members, employees, and communities achieve financial well-being.
The organization has operated for more than 85 years and emphasizes member relationships and social purpose.
Position Overview
The Financial Associate supports Financial Planners with business development, productivity, administration, member service, portfolio maintenance, and referrals.
The role contributes to sales, growth, retention, and member experience objectives.
The position is identified as Financial Associate - IIROC and is a full-time regular role.
Compensation
- The starting salary range is $56,300 to $67,600.
Workplace
- The myWork program identifies this position as hybrid.
- The listed location is Help Headquarters Branch.
Responsibilities
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