Financial Associate - MFDA

Location(s)

Richmond Centre 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