Advise members on lending, investments, and daily banking as a Relationship Manager with Coast Capital Savings in an office branch setting.
This full time regular position serves as Coast Capital's branch ambassador and trusted financial adviser. You will identify credit and investment opportunities, support new member acquisition, and deepen existing relationships through personalized advice. Training begins at Grandview Corners Branch before permanent assignment to a Surrey branch.
Key Responsibilities:
- Understand members' needs through thoughtful questions and conversations
- Match banking, lending, and investment options to customer needs
- Refer insurance, complex investment, and small business needs
- Conduct Where You're at Money Chats with customers
- Support member acquisition and deepen existing relationships
Requirements:
- Five years' customer experience in a bank or credit union
- CFSA, PFP, CFP, or QAFP designation pathway
- Post-secondary education in finance, business, or related field
- Investment Funds in Canada qualification
- Understanding of banking, investment, and lending products
Apply your relationship-building, sales, and financial product expertise while supporting Coast Capital members across Surrey.
Senior Financial Advisor Surrey employer: Coast Capital Savings
Coast Capital is an exceptional employer that prioritizes employee growth and development while fostering a supportive and inclusive work culture at the Clearbrook Branch. As a Part Time Member Services Representative, you will not only engage with members to enhance their financial journeys but also benefit from ongoing training and opportunities to expand your financial knowledge. With a commitment to exceptional service and community values, Coast Capital offers a rewarding environment where your contributions truly make a difference.
