At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities.

We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Financial

Associate - MFDA Job Type: Full Time Regular Enhanced Criminal Record Check Credit Check The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting current business development, and maximizing productivity by providing Administrative support through the fulfillment of the Financial Planners day to day activities. (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. 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; Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (May work on special projects, as required including assisting with technology service / maintenance of systems, will order supplies and business cards.

As directed by the FP, process transactions to direct assets into suitable financial products based on the client’s risk/reward tolerances and demographic profile and documented planning/next steps Adhere to all operational, risk and compliance processes. Support and sponsor local and organizational initiatives. Within area of accountability, in the Financial Planner's absence ensures continuity of member experience.

Proactively build pipeline opportunities for FP to optimize during member meetings. Responsible to build share of wallet by identifying and/or acting on non-investment products and services, insurance and referring to partners where applicable. Participates in team and community activities to support local and corporate initiatives. 2+ Years of Related Experience in an investments capacity working with portfolios and associated requirements. #

📌 Personal Banker - Full-Time (Victoria)
🏢 Coast Capital
📍 Victoria