Join Coast Capital's mission as a Member Advice Specialist in our Cottonwood Branch, where member success and satisfaction are priorities. This full time role emphasizes service excellence and financial guidance.

You will support our Chilliwack, BC community through personalized interactions and expert advice in this 16-month fixed-term role. Your ability to manage customer financial needs and promote our products will be critical in fostering trust and relationships among our members.

Key Responsibilities:
• Create memorable banking experiences for every member
• Discuss financial options and well-being with clients
• Work collaboratively to meet operational standards
• Develop solutions for diverse customer inquiries




• Drive sales through effective member referrals

Requirements:
• Must have at least three years of relevant experience
• Certificate in Investment Funds in Canada is essential
• Excellent relationship-building and communication skills
• Proven ability to juggle multiple tasks with precision
• Strong focus on member service and satisfaction

Make a difference in the financial lives of Chilliwack residents at Coast Capital as a Member Advice Specialist.
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📌 Financial Advisor Specialist - Coast Capital (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia