Relationship Manager - Surrey Branches

Coast Capital Savings; Surrey; On-site; CAD 66,000 - 79,000; Full time

Job summary

Coast Capital Savings is seeking a Relationship Manager (Senior Financial Advisor) to work at the Grandview Corners branch in Surrey. The Ready Now role focuses on deepening member relationships, identifying lending/credit and investment opportunities, and guiding members with simple financial solutions.

The successful candidate will complete training at Grandview Corners before joining a Surrey branch permanently. This is a Full Time Regular position with a strong banking and sales orientation.

Qualifications

• Experience helping customers in either a bank or a credit union for a minimum five years.
• Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
• Post‑secondary education in finance, business administration or a related field.
• Investment Funds in Canada is a requirement.
• Solid understanding of day‑to‑day banking, complex investment, and lending products.
• You are a sales pro and have an x‑ray vision to spot sales and referral opportunities.
• You like to build relationships with a wide variety of people and want to help them with simple financial needs.
• You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.

Responsibilities

• Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
• Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options.
• Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
• Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being.
• Help Coast change the way Canadians feel about banking, forever.

Skills

Banking experience

CFSA or equivalent

Investment funds

Finance education

Sales mindset

Multi-tasking

Education

CFSA designation or equivalent

Post-secondary education in finance

Investment Funds in Canada

Job description

Background Screening Requirement

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• Employment Verification
• References

Location(s): Grandview Corners Branch

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $65,800.00 - $79,000.00

Job Purpose

At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day‑to‑day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital's values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services.

This is a Ready Now position. The successful candidate will complete training at our Grandview Corners branch and, upon completion, will be permanently assigned to a branch in Surrey.

Accountabilities

• Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
• Use your banking expertise to match your customer's needs with our high-quality core banking, lending, and investment options.
• Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
• Engage your customers in the "Where You're at Money Chat" and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being.
• Help Coast change the way Canadians feel about banking, forever.

Skills & Qualifications

• Experience helping customers in either a bank or a credit union for a minimum five years.
• Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
• Post‑secondary education in finance, business administration or a related field.
• Investment Funds in Canada is a requirement.
• Solid understanding of day‑to‑day banking, complex investment, and lending products.
• You are a sales pro and have an x‑ray vision to spot sales and referral opportunities.
• You like to build relationships with a wide variety of people and want to help them with simple financial needs.
• You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.

Equity, Diversity & Inclusion at Coast Capital

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.

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.

Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [e-mail] or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you're most effective. In 2020