Relationship Manager Branches

At Coast Capital, we’re not dreaming about a better future, we’re building one.
Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities.

We’re deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.
Relationship Manager - Surrey Branches
Sep 26, 2026
Location(s):  Grandview Corners Branch
Job Type:  Full Time Regular
myWork Program:  Office
Starting Salary Range:  $65,800.00 - $79,000.00
Background Screening Requirement   Enhanced Criminal Record Check
Credit Check
Identity Verification
Employment Verification
References
Job Purpose  At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is 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. Join a leader in the financial services that provides simple financial help with our innovative products and services.
This is a Ready Now position. The successful candidate will complete training at our Grandview Corners branch and, upon completion, will be permanently assigned to a branch in Surrey.  Accountabilities   Get to know your members on a deeper level 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.
Collaborate with other teams in the branch 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.

Skills & Qualifications   Experience helping customers in either a bank or a credit union for a minimum five years.
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
Post-secondary education in finance, business administration or a related field.
Investment Funds in Canada is a requirement.
Solid understanding of day-to-day banking, complex investment, and lending products.
You are a sales pro and have an x-ray vision to spot sales and referral opportunities.
You like to build relationships with a wide variety of people and want to help them with simple financial needs.
You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.
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 –…