Join Coast Capital as a Member Advice Specialist and elevate financial well-being for our community members. This full-time position combines sales expertise with customer service excellence in daily banking. As a vital part of Coast Capital, you will engage with members to understand their financial needs, delivering tailored advice and solutions.

This role requires a strong customer service orientation and a commitment to helping members navigate their banking options effectively. Utilize your sales acumen to identify prospects for additional services and ensure every interaction is rewarding for both members and the team. Key Responsibilities:
Provide outstanding service and banking support for members
Facilitate open discussions about financial wellness and options




Support a team-oriented branch environment for compliance
Identify and suggest relevant products and services
Meet or exceed sales and referral goals successfully Requirements:
Certificate in Investment Funds in Canada required
Three years of relevant experience in banking
Solid foundation in lending and investments
Excellent interpersonal and communication skills
High attention to detail and effective multitasking Assist members in achieving their financial goals while building your career with Coast Capital.

📌 Coast Capital Member Advisor Role Victoria
🏢 Coast Capital Savings
📍 Victoria