Senior Financial Consultant at Coast Capital

Take on a pivotal role as a Relationship Manager at Coast Capital's Metrotown Branch. This full-time position merges banking expertise with genuine member engagement for improved financial outcomes.

In your role as Relationship Manager, you’ll apply your banking experience to champion member interests and provide tailored financial solutions. This involves building enduring relationships while assisting members with their day-to-day banking and investment needs.

Key Responsibilities:

• Cultivate member relationships through effective questioning

• Link member needs with appropriate banking products

• Engage in teamwork to meet diverse member requests

• Lead insightful financial conversations with clients

• Help reshape perceptions of banking in Canada

Requirements:

• Minimum five years in banking or credit union services

• CFSA or equivalent designation needed within 18 months

• Post-secondary degree in finance or business

• Expertise in banking and complex financial solutions

• Proven ability to spot referral and sales opportunities

Become a financial ally for our members, facilitating meaningful, trusting relationships at Coast Capital.
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