Take the next step in your career with Coast Capital as a Member Advice Specialist in Westshore, where you'll provide excellent customer support and financial solutions. This role focuses on service delivery and relationship building.

In the Westshore branch, you’ll assist members with everyday banking needs and promote products like RRSPs and low-fee mutual funds. Drawing from your background in banking, you will be pivotal in not only meeting regulatory requirements but also in identifying ways to enhance the member experience through sales outreach and support.

Key Responsibilities:
• Provide personalized banking and financial guidance to members
• Engage in discussions that promote financial well-being
• Work collaboratively to ensure compliance with policies




• Proactively offer suitable financial solutions to inquiries
• Drive sales and referrals in a team-oriented environment

Requirements:
• Investment Funds Certificate or equivalent required
• At least three years’ experience in financial services
• Comfort with basic financial calculations
• Proven ability to build strong member relationships
• Solid team collaboration and multitasking skills

Apply your skills in customer service and finance to make a meaningful impact at Coast Capital's Westshore branch.
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📌 Full-Time Member Advice Specialist Role (British Columbia)
🏢 Coast Capital
📍 British Columbia