Elevate financial services as a Senior Financial Advisor in Courtenay with Coast Capital. Drive customer satisfaction and guide members through their unique financial journeys every day.
As a Senior Financial Advisor, or Relationship Manager, at Coast Capital, you will blend expertise with personal relations to create exceptional customer experiences. This full time role requires at least five years in banking, and skills in day-to-day banking and investment products. Your work will help deepen connections with existing members while acquiring new ones through insightful advice during financial consultations.
Key Responsibilities:
• Discover members' needs through engaging conversations
• Align customer needs with tailored banking and lending solutions




• Collaborate with teams to address complex investment needs
• Conduct financial wellness discussions to empower customers
• Advocate for a transformative banking experience in Canada
Requirements:
• Minimum 5 years in banking or credit unions
• Strong background in finance or business education
• Mandatory Investment Funds in Canada certification
• Proven sales skills and detail-oriented approach
• Ability to manage multiple priorities effectively
Become a financial partner who truly cares, creating impactful solutions for Coast Capital members.
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📌 Senior Financial Advisor at Coast Capital (Courtenay)
🏢 Coast Capital
📍 Courtenay