Empower Canadian communities as a Financial Services Specialist at Coast Capital's Sidney Branch. Your role is centered around enriching customer relationships and enhancing financial literacy.

This full time Member Advice Specialist position focuses on helping members navigate their banking needs. You’ll utilize your knowledge in investment products and personal finance to create tailored solutions while thriving in a dynamic team environment. Strive to meet sales targets while ensuring compliance with all regulations.

Key Responsibilities:
• Provide exceptional support to members with financial inquiries
• Recommend suitable banking products to enhance member experiences
• Collaborate with colleagues to fulfill policy requirements




• Recognize and capture opportunities for additional sales
• Achieve team goals and celebrate successes with peers

Requirements:
• Certificate in Investment Funds in Canada is mandatory
• Minimum three years in banking or credit union settings
• Strong interpersonal skills and customer service orientation
• Passionate about teamwork and continuous learning
• High attention to detail and strong organizational skills

Bring your expertise and enthusiasm to Coast Capital, making a lasting impact in Sidney.
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📌 Financial Services Specialist at Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia