Financial Advisor (Customer Advice Specialist - Courtenay Branch

Coast Capital; Courtenay; On-site; CAD 55,000 - 67,000; Full time

Job summary

A community-focused financial institution in Courtenay is seeking a Member Advice Specialist to provide exceptional customer service and assist with personal credit needs. You will work collaboratively to ensure compliance while achieving sales targets and building strong relationships with members. The ideal candidate has experience in banking and is eager to promote financial products effectively. This role offers career growth and a supportive workplace culture.

Benefits

Flexible work arrangements

Comprehensive benefits

Retirement options

Recognition programs

Qualifications

• Minimum three years of experience in banking or credit union environments.
• Comfortable assisting customers with financial products.
• Desire to learn more in lending and investments.

Responsibilities

• Deliver positive customer experiences in retail banking.
• Engage customers in financial discussions.
• Collaborate to ensure compliance with policies.

Skills

Customer service

Sales expertise

Relationship-building

Multi-tasking

Education

Post-secondary education in finance or related fields

Certificate in Investment Funds in Canada

Job description

Location: Courtenay Branch

Job Type: Full Time

Work Options: In-person

Starting Salary Range: $55,600 - $66,700

Background Screening Requirement:

• Enhanced Criminal Record Check (every 5 years)
• Credit Check (every 5 years)
• Identity Verification
• Employment Verification
• References

Our Courtenay Branch is located within a 30-minute commute of Campbell River and Comox.

Job Purpose

When you visit a Coast branch, you’re greeted with a line of smiling faces ready to assist with your banking needs. Our friendly Member Advice Specialists excel in sales and customer service, embodying our "How can we help you?" brand through every member interaction. They assist members with personal credit needs, promote mutual funds, term deposits, RRSPs, set up electronic services, open chequing accounts, and add overdraft protections. Additionally, they identify sales opportunities and connect members with the right team members for further assistance.

Accountabilities

1. Deliver positive and unexpected customer experiences in retail banking.
2. Engage customers in "Money Chat" sessions to help them save, grow, and protect their finances.
3. Work collaboratively within the branch to ensure compliance with policies and regulations.
4. Proactively offer helpful solutions to customer inquiries.
5. Achieve sales and referral targets, earning recognition from managers and peers.

Skills & Qualifications

• Comfortable assisting customers with simple financial needs and promoting products.
• Minimum three years of experience in banking or credit union environments, with expertise in lending and investments.
• Post-secondary education in finance, business administration, or related fields, with a desire to learn more.
• Certificate in Investment Funds in Canada is required.
• Strong relationship-building skills and a team-oriented mindset.
• Ability to multi-task with high attention to detail.

Why join Coast Capital Savings?

• Purpose-driven organization committed to inclusion, diversity, and community impact.
• Opportunities for career growth and internal promotion.
• Flexible work arrangements through our myWork program.
• Comprehensive benefits tailored to your needs.
• Retirement options including pension plans and RSPs.
• Financial benefits on mortgages and auto loans.
• Recognition programs and a positive workplace culture.
• Significant community investment and volunteer opportunities.