Take your financial advisory skills to Coast Capital Savings as a Financial Relationship Manager in Metrotown. This full time position prioritizes member engagement and personalized financial guidance.

In this role, you will build lasting relationships with members, providing tailored solutions for their banking and investment needs. Seeking an individual who thrives on client interactions, you will be key in promoting Coast Capital's mission to simplify banking. Your consultative skills and financial expertise will directly impact member satisfaction and retention.

Key Responsibilities:



• Build in-depth relationships with members to enhance service • Identify and match member needs with financial offerings • Collaborate with teams to identify insurance and investment opportunities • Conduct 'Where You're at Money Chats' to educate members • Transform the banking experience for Canadians

Requirements: • Minimum five years of experience in banking or credit unions • CFSA designation or similar required within 18 months • Strong familiarity with complex financial products • Ability to connect with diverse clients effortlessly • Multi-tasking ability with sharp attention to detail

Contribute your financial expertise and relationship management skills at Coast Capital to redefine member banking experiences. #J-18808-Ljbffr

📌 Coast Capital Savings Financial Relationship Manager (Winnipeg)
🏢 Coast Capital Savings
📍 Winnipeg