Seize the opportunity to become a Member Advice Specialist at Coast Capital, where your ability to assist members with financial needs is paramount. This full time role emphasizes sales and customer service.
At Coast Capital, you will embody our commitment to fostering financial well-being through effective member interactions. Your efforts will focus on understanding member needs and providing insightful product recommendations that enhance their banking experience. Embrace a challenging yet rewarding environment that values teamwork and customer satisfaction.
Key Responsibilities:
• Engage customers to deliver exemplary banking assistance
• Discuss opportunities in a financial wellness context
• Work within a compliant team-oriented framework




• Uncover and promote suitable product solutions
• Aim to meet established sales and referral targets
Requirements:
• Certificate in Investment Funds in Canada is essential
• Minimum three years' experience in a financial institution
• Knowledgeable in recommending lending and investing options
• Strong relationship-building capability
• Highly organized with strong prioritization skills
Cultivate strong member relationships and achieve success at Coast Capital, where your contributions matter.
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📌 Financial Member Advisor at Coast Capital (Victoria)
🏢 Coast Capital Savings
📍 Victoria