Senior Financial Advisor at Coast Capital

Elevate your career with Coast Capital Savings as a Senior Financial Advisor in Courtenay. Deliver exceptional financial solutions, focusing on member needs and building long-lasting relationships.

In this full-time role, the Senior Financial Advisor, also known as a Relationship Manager, will utilize their banking expertise to identify lending and investment opportunities. With at least five years of experience, you will provide trusted advice and champion members' financial well-being while collaborating with branch teams for integrated support.

Key Responsibilities:

• Assess member needs for banking, lending, and investment solutions

• Deliver personalized customer experiences through insightful questioning

• Collaborate with teams to refer complex financial needs

• Engage in meaningful discussions to enhance financial education

• Champion Coast Capital values to transform banking perceptions

Requirements:

• Minimum of 5 years in a bank or credit union

• Investment Funds in Canada certification required

• Strong understanding of banking and investment products

• Proven sales and relationship-building capabilities

• High attention to detail and multi-tasking skills

Bring your passion for client-focused financial services and help reshape the future of banking at Coast Capital Savings.
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