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 setting 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.

📌 Financial Member Advisor at Coast Capital (Victoria)
🏢 Coast Capital Savings
📍 Victoria