Relationship Manager — Metro Vancouver Branches

Coast Capital

Surrey

On-site

CAD 65,800 - 79,000

Full time

14 days+

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Job summary

Coast Capital Savings is seeking a Relationship Manager to serve our members across Metro Vancouver branches, delivering trusted financial advice on lending, investments, and everyday banking while putting members first.

This Ready Now role will begin with training at Grandview Corners and then be permanently assigned to a Coast Capital branch within the Metro Vancouver region, including Richmond, North Vancouver, Burnaby, Surrey, and beyond.

Qualifications

Minimum five years in banking or credit union to assist customers.
CFSA designation or willingness to obtain within 18 months; CFSA or PFP/CFP/QAFP may satisfy.
Post-secondary education in finance or business administration.
Investment Funds in Canada is a requirement.
Solid understanding of day-to-day banking, investments, and lending products.
Sales-focused with ability to spot referral opportunities.
Strong relationship-building and multitasking with attention to detail.

Responsibilities

Know members by asking the right questions to deliver a positive customer experience.
Use banking expertise to match needs with core banking, lending, and investment options.
Collaborate with branch teams to uncover and refer general insurance, complex investments, personal insurance, and small business needs.
Engage customers in the Where You’re at Money Chat and maximize opportunities to help manage, save, grow, and protect their financial well-being.
Help Coast change how Canadians feel about banking.