Financial Associate - Mfda (Richmond)

Financial Associate - Mfda (Richmond)

02 Nov
|
Coast Capital Savings
|
Richmond

02 Nov

Coast Capital Savings

Richmond

Location(s)Richmond Centre BranchJob TypeFull Time RegularmyWork ProgramHybridStarting Salary Range$56,300.00 - $67,600.00Background Screening RequirementEnhanced Criminal Record CheckCredit CheckIdentity VerificationEmployment VerificationReferencesWhat's the job?The Financial Associate is accountable to assist and support the Financial Planners (FP) in supporting recent 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

📌 Financial Associate - Mfda (Richmond)
🏢 Coast Capital Savings
📍 Richmond

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