Relationship Manager: Wealth, Lending & Advisory

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

Job summary

Coast Capital Savings is seeking a Relationship Manager in the Kelowna area. The role focuses on identifying lending/credit and investments opportunities while meeting day-to-day banking needs for members.

You will be Coast Capital’s ambassador, driving new member acquisition and deepening relationships through trusted financial advice. The position requires five years in banking or credit union, CFSA or equivalent certifications, and post-secondary finance or business education.

Qualifications

• Minimum five years experience helping customers in a bank or credit union.
• Must hold CFSA designation or be willing to obtain within 18 months; PFP/CFP/QAFP may satisfy this requirement.
• Post-secondary education in finance, business administration or related field.
• Investment Funds in Canada is a requirement.
• Solid understanding of day-to-day banking, complex investment, and lending products.

Responsibilities

• Get to know members and deliver a positive customer experience.
• Match customer needs with core banking, lending and investment options.
• Refer general insurance, complex investments and personal/business insurance needs.
• Engage customers to maximize opportunities to improve financial well-being.
• Help Coast Capital Savings be the trusted advisor for members.

Skills

Five years banking experience

CFSA designation

CFSA or alternative certifications (PF

Finance/business education

Investment Funds in Canada knowledge

Banking products knowledge

Sales and referral spotting

Relationship building

Multi-tasking and prioritization

Attention to detail

Education

Post-secondary education in finance or business administration

Tools

Investment Funds in Canada (IFC)

Job description

Coast Capital Savings is seeking a Relationship Manager in the Kelowna area. The role focuses on identifying lending/credit and investments opportunities while meeting day-to-day banking needs for members.

You will be Coast Capital’s ambassador, driving new member acquisition and deepening relationships through trusted financial advice. The position requires five years in banking or credit union, CFSA or equivalent certifications, and post-secondary finance or business education.