Job opportunity
Financial Associate - MFDA
Coast Capital Savings
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
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Apply on source site 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
#J-18808-Ljbffr