Hybrid Financial Associate: Support for Planners & Member Growth

Coast Capital Savings; Surrey; Hybrid; CAD 55,000 - 67,000; Full time

Job summary

A financial services organization in Metro Vancouver is seeking a Financial Associate to assist Financial Planners in daily activities and maintain strong member relationships. The ideal candidate will possess a license in the financial industry and have over 2 years of experience in an investment capacity. You will provide high-quality service and help enhance members' financial well-being, which contributes to the organization's profitability. This role offers a hybrid work opportunity and a competitive salary.

Benefits

Comprehensive benefits package

Flexible work arrangements

Community engagement and volunteer programs

Qualifications

• 2+ years of related experience in an investments capacity working with portfolios.
• Ability to build constructive relationships with colleagues.
• Demonstrated effectiveness in oral and written communication.

Responsibilities

• Assist Financial Planners in daily activities and member service.
• Build and maintain positive member relationships.
• Process transactions and support regulatory compliance.

Skills

Strong member relationship skills

Organizational skills

Communication skills

Decision-making skills

Basic investment knowledge

Education

IFIC/CSC - MFDA/IIROC license

Tools

Various quotation equipment and industry-specific software

Job description

A financial services organization in Metro Vancouver is seeking a Financial Associate to assist Financial Planners in daily activities and maintain strong member relationships. The ideal candidate will possess a license in the financial industry and have over 2 years of experience in an investment capacity. You will provide high-quality service and help enhance members' financial well-being, which contributes to the organization's profitability. This role offers a hybrid work opportunity and a competitive salary.