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
Solid 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.

📌 Coast Capital Savings Financial Relationship Manager Burnaby
🏢 Coast Capital Savings
📍 Burnaby