Relationship Manager

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At Coast Capital, we’re not dreaming about a better future, we’re building one.

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. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. 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.

Oct 24, 2025

Location(s):Grandview Corners Branch

Job Type:Full Time

myWork Options:In-person

Starting Salary Range: $65,000-$75,000

• Enhanced Criminal Record Check
• Credit Check
• References

What’s the job?

At most Financial Institutions this position is normally called a Senior Financial Advisor, butat Coast Capital Savings, we call this role aRelationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members,The Relationship Manageris a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice.

We're looking fora Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships.

Join a leader in the financial services that provides simple financial help with our innovative products and services.

What you’ll get to do:

• Get to know your member on a deeper level, no not through mind reading but by asking the right questions so you can deliver a positive and unexpected customer experience.
• Use your banking expertise to match your customer’s needs with our high quality core banking, lending and investment options.
• Rub elbows with other teams in the branch network to uncover and refer general insurance, complex investment needs, personal insurance and small business needs.
• Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow and protect their financial well-being.
• Help Coast change the way Canadians feel about banking, forever.

Who are we looking for?

We don’t need mathematical geniuses here, although the ability to add and subtract would be useful. Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing customers with simple financial help and promoting our products and services.

• Experience helping customers in either a bank or credit union for a minimum
  five
  years, with a minimum of two years of experience where you mastered complex lending and investments, and you used your x-ray vision to spot sales and referral opportunities.
• You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more.
• You proudly hang your Investment Funds in Canada certificate in your office.
• You really like building relationships with a wide variety of people and want to help them with simple financial help.
• You are a big fan of team work and demonstrate your team spirit every day.
• You are a multi-tasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail.
• You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this…