Financial Services Representative- Full Time

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. 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.
Financial Associate (MFDA) - 6 Months Temp
Location(s): Help Headquarters, Cloverdale Branch, Coquitlam Branch, Delta Branch, Guildford Branch, Langley Branch, Richmond Centre Branch, Vancouver
Job Type: Full Time Temporary
Enhanced Criminal Record Check
Credit Check
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. (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.

• Should have working knowledge of various quotation equipment and industry specific computer software
• Basic investment knowledge and a commitment to continuous learning
• Decision-maker and ability to prioritize multiple tasks and manage interruptions, to assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
• Makes good decisions, in a timely manner, based on analysis, experience, and judgment; Equity, Diversity & Inclusion at Coast Capital

We are committed to building better, brighter, more inclusive futures for everyone – including our employees. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at Voir email sur canada.jobradars.com informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
Mortgage and auto financing benefits . Employees save thousands on their mortgages and auto loans with best-in-category benefits.
We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.