Step into the role of Member Financial Advisor at Coast Capital in Clearbrook. This full-time position involves providing expert banking advice while enhancing customer relationships.

In this role, you will assist members with various financial needs, from opening accounts to investment options. Your ability to understand individual member requirements and offer tailored banking solutions will set you apart. Achieving sales targets and collaborating with your team will be integral aspects of your responsibilities in this dynamic position.

Key Responsibilities:
• Assist members in their financial journey through expert guidance
• Foster engaging conversations about financial goals and products
• Comply with relevant policies and procedures




• Identify and present innovative solutions for member inquiries
• Meet referral and sales targets consistently

Requirements:
• At least three years of banking or credit union experience required
• Investment Funds in Canada certification is mandatory
• Strong networking and relationship skills
• Efficient multitasking and organization capabilities
• Commitment to ongoing career development

Make a meaningful impact in the lives of members as you grow your career at Coast Capital.
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📌 Coast Capital Member Financial Advisor (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia