Location(s): Newton Branch, Sunshine Hills Branch Job Type: Full Time Regular myWork Program: HybridStarting Salary Range: $55, $66,700.00 Background Screening Requirement: Enhanced Criminal Record CheckCredit CheckIdentity Verification Employment VerificationReferencesWhat'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 positive 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 delivering against sales, growth and retention objectives and assume responsibility for portfolio maintenance and member experience in the Financial Planners absence. Uncovering and referring complex investment needs, personal insurance,



small business needs or mobile needs to the respective specialized respective channels. Sound industry knowledge and business judgment to meet all areas of accountability including Insurance and Investment referrals that help our members is required.What you'll get to do:Maintaining and building positive member relationships including greeting and servicing the incoming needs of our investments members.Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by phone, via e-mail)Processing day to day administrative operations including, but not limited to: assuming lead liaison role in all member estate and marital dissolution administration; managing FP messages and email; ordering suppliesand business cards etc.Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP. Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.Proactively prepare

📌 Financial Associate - $66,700 A Year (Surrey)
🏢 Coast Capital Savings
📍 Surrey