05 Sep
|
Coast Capital Savings
|
Richmond
05 Sep
Coast Capital Savings
Richmond
Location(s) Richmond Centre Branch
Job Type Full Time Regular
my Work 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 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
📌 Financial Associate - MFDA (Richmond)
🏢 Coast Capital Savings
📍 Richmond