Financial Advisor & Investment Specialist

Coast Capital Savings; District of North Vancouver; On-site; CAD 55,000 - 67,000; Full time

Job summary

A prominent financial institution is seeking a Member Advice Specialist in North Vancouver to provide exceptional customer service and support members with their banking needs. This role requires strong sales abilities and a commitment to teamwork. Applicants should have a minimum of three years of experience in a banking environment and possess a Certificate in Investment Funds in Canada. The starting salary range is $55,600 to $66,700, and a commitment to equity, diversity, and inclusion is encouraged.

Qualifications

• Requires three years of experience in a bank or credit union, with a focus on lending and investments.
• Must be comfortable assisting customers with basic financial inquiries.
• Desire to learn and grow within the financial services field is essential.

Responsibilities

• Deliver exceptional customer experiences in retail banking.
• Engage customers in conversations about their financial well-being.
• Work collaboratively with team members to meet targets.

Skills

Customer service

Sales

Teamwork

Multi-tasking

Education

Certificate in Investment Funds in Canada

Post-secondary education in finance or business administration

Job description

A prominent financial institution is seeking a Member Advice Specialist in North Vancouver to provide exceptional customer service and support members with their banking needs. This role requires strong sales abilities and a commitment to teamwork. Applicants should have a minimum of three years of experience in a banking environment and possess a Certificate in Investment Funds in Canada. The starting salary range is $55,600 to $66,700, and a commitment to equity, diversity, and inclusion is encouraged.