19 Aug
|
Coast Capital Savings
|
Winnipeg
19 Aug
Coast Capital Savings
Winnipeg
Elevate your financial career with Coast Capital's Senior Financial Advisor position at the Metrotown Branch. This full time role focuses on member-centric services, emphasizing financial advice and relationship management.
As a Relationship Manager, you will serve as an ambassador for Coast Capital, deepening relationships while uncovering more complex financial needs. Your experience in customer service, along with a consultative approach, will be essential in delivering tailored lending and investment solutions. The ideal candidate will thrive in a dynamic environment and leverage strong financial knowledge to empower others.
Key Responsibilities:
• Engage with members to enhance their banking experience • Utilize expertise in financial products to meet customer needs • Work across teams to address complex financial situations • Host interactive 'Money Chats' for financial education • Help reshape customer perceptions of banking
Requirements: • 5+ years of relevant banking experience required • Must obtain CFSA within 18 months or hold equivalent • Proven background in investment and lending products • Excellent interpersonal skills and relationship building • Detail-oriented with strong organizational abilities
Utilize your expertise in finance and customer engagement at Coast Capital to drive positive change in the banking experience. #J-18808-Ljbffr
📌 Senior Financial Advisor Role - Coast Capital (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg