Financial Advisor (Member Advice Specialist) - Courtenay Branch

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

Job summary

A leading financial cooperative in Courtenay is seeking a Financial Advisor to enhance customer banking experiences. You'll provide personal credit assistance, promote financial solutions, and meet with members to discuss their needs. Ideal candidates will have a background in finance and strong relationship skills. Join a supportive team committed to diversity and community reinvestment.

Benefits

Comprehensive customizable benefits

Flexible work options

Employee volunteer program

Retirement options

Qualifications

• Experience helping members in a bank or credit union, preferably with lending and investments.
• Ability to assist customers with simple financial needs and promote products and services.
• Desire to continue learning.

Responsibilities

• Deliver positive customer experiences through retail banking.
• Engage customers to improve their financial well-being.
• Offer helpful solutions and achieve sales targets.

Skills

Basic math skills

Customer service experience

Relationship building

Multitasking

Teamwork

Education

Post-secondary education in finance, business administration or related field

Certificate in Investment Funds in Canada

Job description

Overview

At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member-owned cooperative, we help our members with their real goals and challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and today we stand almost 600,000 members strong. We invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, our communities should do well too.

Job Title

Financial Advisor (Member Advice Specialist) - Courtenay Branch

Location & Availability

Location: Courtenay Branch

Job Type: Full Time

MyWork Options: In-person

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

Background Screening

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

Branch Context

Our Courtenay 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 products, setting up electronic services like internet banking, opening free Chequing accounts, and adding overdraft protection to help avoid NSF charges. Members also rely on you to identify opportunities where we can better help them with our products and services, and to connect them with the right teammate when needed.

Accountabilities

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

Skills & Qualifications

• Comfort with basic math; ability to assist customers with simple financial needs and promote Coast Capital products and services
• Experience helping members in a bank or credit union, preferably with lending and investments and identifying sales/referral opportunities
• Post-secondary education in finance, business administration or related field; desire to continue learning
• Certificate in Investment Funds in Canada is a requirement
• Ability to build relationships with a diverse range of people and help them with simple financial needs
• Strong teamwork and daily demonstration of team spirit
• Multitasking, prioritization, organization, and high attention to detail

Equity, Diversity & Inclusion

Don’t meet every single requirement? We believe everyone has potential. We encourage you to apply as you may be the right candidate for this or other opportunities. We are committed to equity, diversity and inclusion and encourage applications from Indigenous Peoples, Black and racialized persons, persons with disabilities, people of diverse sexual and gender identities, and women. We provide an accessible candidate experience and accommodations can be requested at [e-mail] or 778-391-5836.

Why join Coast Capital Savings?

• Purpose is our North Star, informing our advice, experiences, and programs for employees and communities
• Commitment to inclusion and engagement; a culture where everyone can be themselves
• A career that grows with you; opportunities to advance from the frontlines to leadership
• Flexible work options with myWork where appropriate
• Comprehensive, customizable benefits for you and your family
• Retirement options including defined contribution or defined benefit plans and RRSPs
• Mortgage and auto financing benefits
• Real Recognition and a culture that celebrates excellence
• An award-winning culture and recognition as a top employer
• Reinvestment of 10% back into the community (over $90 million since 2000)
• Employee volunteer program: Coast Capital donates $10 for every hour you volunteer