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 agile 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
Effective multitasking and organization capabilities
Commitment to ongoing professional development Make a meaningful impact in the lives of members as you grow your career at Coast Capital.

📌 Coast Capital Member Financial Advisor Abbotsford
🏢 Coast Capital Savings
📍 Abbotsford