Associate Financial Planner - MFDA

Coast Capital Savings; Richmond; On-site; CAD 55,000 - 66,000; Full time

Job summary

A leading financial cooperative is seeking an Associate Financial Planner to enhance member relationships and support Financial Planners in managing portfolios. This full-time role involves a focus on delivering member service, supporting business development, and contributing to financial planning processes. Candidates should have relevant experience and certifications, with opportunities for career growth within the organization.

Benefits

Comprehensive benefits

Flexible work arrangements

Career growth opportunities

Equity, diversity, and inclusion initiatives

Community investment programs

Qualifications

• 4-6 years of relevant experience, with at least 3 in investment portfolios.
• Hold or progress towards PFP and CFP designations.
• Proficient in email, Word, Excel, PowerPoint.

Responsibilities

• Manage lower-tier portfolios and develop new business.
• Support financial planners with sales and administrative tasks.
• Deliver positive member experiences and build relationships.

Skills

Collaboration

Communication

Decision-making

Client focus

Initiative

Results-driven

Education

PFP certification

CFP certification

IFIC and/or QAFP license (in progress)

Job description

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At Coast Capital, we’re not dreaming about a better future, we’re building one.

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too.

May 27, 2025

Location(s):Richmond Centre Branch

Job Type:Full Time Regular

myWork Program: In-person

Starting Salary Range:$55,000.00 -$66,000.00

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• References

What's the job?

The purpose of the Associate Financial Planner (AFP) is to support the development of skills necessary to become a Financial Planner. This role assists Financial Planners (FP) with managing lower-tier portfolios, developing new business, and providing sales and administrative support. The AFP works to expand member relationships, source new business, and support daily activities of the FP. The role emphasizes delivering a positive member experience through strong relationships and may involve community networking outside regular hours. The AFP partners with the FP to help members manage, save, grow, and protect their financial well-being, contributing to Coast Capital's profitability. Responsibilities include portfolio maintenance, member service, and referral of complex needs to specialized channels. Industry knowledge and judgment in insurance and investment referrals are essential. This position provides training and growth opportunities in financial planning, requiring PFP and CFP designations.

What you'll get to do

• Handle administrative tasks like managing member estate and marital dissolution cases, FP messages, and maintaining member files.
• Support FP in marketing and business development activities.
• Schedule and confirm appointments, prepare documentation for account opening, trades, and financial planning.
• Service members' financial needs in FP's absence, including executing trades.
• Participate in special projects and support local initiatives.
• Adhere to Coast Capital's vision, values, and compliance standards.
• Process transactions based on member profiles and planning documentation.
• Identify and refer new business opportunities.
• Provide excellent member service, resolving issues promptly.
• Build a pipeline for FP, support business plan achievement, and manage a portfolio generating over $500k in revenue and $60M in assets.
• Assist with mutual fund sales and referrals to other products and services.
• Ensure timely responses to member requests and maintain positive relationships.

Who are we looking for

• 4-6 years of relevant experience, with at least 3 in investment portfolios and regulatory compliance.
• Hold or be progressing towards IFIC and/or QAFP license; PFP and CFP required for aspiring Financial Planners.
• Proficient in email, Word, Excel, PowerPoint, and technology systems.
• Secondary language skills are an asset.
• Knowledge of industry software and current market activities.
• Good judgment and understanding of investment portfolios and regulatory requirements.
• Strong business acumen, collaboration, communication, decision-making, self-development, results-driven, initiative, and client focus.

Equity, Diversity & Inclusion at Coast Capital

We encourage applicants from diverse backgrounds and are committed to accessibility and accommodations for candidates with disabilities. If needed, contact [e-mail] or call 778-391-5836.

Why join Coast Capital Savings?

• Purpose guides us. Everything we do is driven by our purpose to serve members and communities.
• Inclusive and engaging culture. We promote equity, diversity, and inclusion, fostering a safe environment for all.
• Career growth. We develop our people and promote from within.
• Flexible work arrangements. Our myWork program offers flexibility in work location.
• Comprehensive benefits. Customizable options for you and your family.
• Retirement options. Pension plans and RSPs.
• Financial benefits. Mortgage and auto financing discounts.
• Recognition and culture. We celebrate excellence and foster a positive environment.
• Community investment. Over $90 million invested back into communities since 2000.
• Volunteer impact. $10 donated for each hour volunteered.

D&I at Coast

We value diversity, equity, and inclusion, celebrating differences that benefit our employees, members, and community. We aim to build a team reflecting a variety of backgrounds and perspectives.