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 solid member relationships and achieve success at Coast Capital, where your contributions matter.

📌 Financial Member Advisor At Coast Capital Victoria
🏢 Coast Capital Savings
📍 Victoria