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 robust 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 (Burnaby)
🏢 Coast Capital Savings
📍 Burnaby