Financial Advisor (Member Advice Specialist) - Courtenay Branch

Coast Capital Savings; British Columbia; On-site; CAD 55,000 - 67,000; Full time

Job summary

A financial institution in British Columbia is looking for a Member Advice Specialist to provide excellent customer service, assist with financial needs, and help achieve sales targets. Ideal candidates have strong interpersonal skills, relevant education, and a passion for helping others with their finances. Join a team that values equity, diversity, and inclusion, and contributes positively to the community.

Qualifications

• Comfortable helping customers with simple financial assistance and product promotions.
• Experience in a bank or credit union, with proficiency in lending and investments.
• Desire for continuous learning.

Responsibilities

• Deliver positive customer experiences in retail banking.
• Engage customers to enhance financial well-being.
• Help achieve sales and referrals targets.

Skills

Customer service

Sales

Teamwork

Financial assistance

Education

Certificate in Investment Funds in Canada

Post-secondary education in finance or business administration

Job description

Location(s):Courtenay Branch

Job Type:Full Time

myWork Options:In-person

Starting Salary Range: $55,600.00 -$66,700

Background Screening Requirement:

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

Our Courtnenay Branch is located within 30 min 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 help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.

Accountabilities

• Getting a natural high from delivering positive and unexpected customer experience through general retail banking
• Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being
• Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements
• Proactively and creatively offer helpful solutions and alternatives to customer inquiries
• Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment

Skills & Qualifications

• We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services.
• Experience helping members in either a bank or credit union, preferably where you mastered 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.
• Certificate in Investment Funds in Canada is a requirement.
• 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 teamwork and demonstrate your team spirit every day.
• You are a multi-tasking prodigy, able to efficiently and effectively 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 – 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 career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [e-mail] or call 778-391-5836. We will work with you to meet your needs.