Member Financial Wellness Advisor

Coast Capital

City of Langley

On-site

CAD 56,000 - 68,000

Full time

28 hours ago

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Job summary

Coast Capital Langley Branch is seeking a Member Advice Specialist to support everyday banking needs, promote products, and build lasting member relationships. You will be part of a high-performing team delivering friendly service and targeted financial guidance.

The role emphasizes sales-driven customer engagement, regulatory awareness, and collaborative problem-solving in a retail banking setting. Candidates should have a Canadian investment funds certificate and experience in

Qualifications

Comfortable helping customers with simple financial needs and promoting products/services.
3+ years in banking/credit union with lending/investments focus and ability to spot sales opportunities.
Post-secondary education in finance or business; eager to learn more.
Certificate in Investment Funds in Canada is a requirement.
Strong relationship-building skills with diverse people.
Team player with daily collaboration spirit.
Excellent multitasking and prioritization with attention to detail.

Responsibilities

Deliver positive customer experience through general retail banking.
Engage customers in the Where You Are At Money Chat to support saving, growth and well-being.
Work as a high-performing branch team member ensuring policies and regulatory compliance.
Proactively offer helpful solutions and referrals to customer inquiries.
Earn recognition for sales and referrals in a needs-based environment.