Senior Financial Advisor & Relationship Builder

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

Job summary

Coast Capital is hiring a Relationship Manager for Surrey and Langley branches. The role involves identifying lending and investment opportunities, serving members’ day-to-day banking needs, and deepening member relationships as a Coast Capital ambassador.

Training occurs at Grandview Corners, with permanent placement in Surrey or Langley upon completion. Ready Now position requiring training and readiness to obtain CFSA within 18 months.

Qualifications

• Minimum five years of experience helping customers in a bank or credit union.
• Must hold CFSA or be willing to obtain within 18 months of start; alternative designations accepted.
• Post-secondary education in finance, business administration or related field.
• Investment Funds in Canada certification or equivalent required.
• Strong banking, lending and investment product knowledge.
• Sales aptitude with ability to identify referrals and opportunities.
• Ability to build relationships with diverse customers and multitask with precision.

Responsibilities

• Know members well to deliver a positive and surprising customer experience.
• Match customer needs with core banking, lending and investment options.
• Collaborate with branch teams to uncover insurance, personal and small business opportunities.
• Engage customers in the money chat to help manage, save, grow and protect finances.
• Contribute to Coast Capital’s mission of changing how Canadians feel about banking.

Skills

Banking experience

CFSA certification

Finance education

Investment funds knowledge Canada

Lending and investments

Sales mindset

Relationship building

Multitasking & attention to detail

Education

Finance-related degree

Business administration degree

CFSA or equivalent designation

Job description

Coast Capital is hiring a Relationship Manager for Surrey and Langley branches. The role involves identifying lending and investment opportunities, serving members’ day-to-day banking needs, and deepening member relationships as a Coast Capital ambassador.

Training occurs at Grandview Corners, with permanent placement in Surrey or Langley upon completion. Ready Now position requiring training and readiness to obtain CFSA within 18 months.