Financial Associate
Coast Capital Savings
Surrey, BC, CA
3h ago

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.

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 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.

What you’ll get to do : 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;
  • managing FP messages and email; ordering supplies and business cards etc. Support FP in ensuring contact management requirements are scheduled and executed on behalf of FP.

    Books and confirms appointments on behalf of the FP ensuring members have the necessary information in preparation for meetings etc.

    Assist in the development and maintenance of member files and proactively noting any opportunities for follow up and recommendation to the FP.

    Proactively prepare account opening, trade, financial planning, and maintenance documentation as required by FP. (including collecting required documentation from members) as required by FP In collaboration with the FP and Branch leadership will support a variety of processes and initiatives.

    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 Ensures compliance standards are adhered to in all dealings as required.

    Adhere to all operational, risk and compliance processes. Proactively provide Superior member service by demonstrating professionalism and demonstrating helpfulness at all times Actively engaged in partnership with the FP and branch team and supports the FP in achieving business plans to meet goals.

    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. Builds relationships to ensure contribution to the team as well as able to work independently if required.

    Understand and support Coast’s vision, values and mission and how this position contributes to being the leader in member relationships.

    Leads by example and shares knowledge with peers. Participates in team and community activities to support local and corporate initiatives.

    Who are we looking for? Why join Coast Capital Savings?

    We don’t mean to toot our own horn, but

  • We improve Canadians’ financial well-being through providing simple financial help.
  • Employees do what’s best for our members. Every day.
  • We believe in being a great corporate citizen so we invest in our local communities by donating our time, money and expertise.
  • Our employees take advantage of the many opportunities to grow their careers.
  • Employees love having a cool place to work with modern LEED certified offices and being recognized with a virtual (and, at times, an actual) high-five.
  • Our inspiring leaders help our employees develop their talents and encourage them to be their fabulous selves.
  • We have a unique culture where we take our business seriously, but ourselves, not so much.
  • We are a Certified B Corp®. Our certification reflects our strong commitment to social and environmental performance, accountability, and transparency.
  • In 2019, we earned double kudos by being named one of BC’s Top Employers and one of Canada’s Best Managed Companies two of the nation’s most coveted business awards, may we add.
  • Does this position inspire you? If so, apply today at Coast Capital Savings.

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