Transform financial futures as a Financial Advisor at Coast Capital’s Kelowna Branch. Focus on member engagement and personalized financial solutions for lasting relationships. In this full-time position, you will utilize your financial expertise to provide high-quality advice, helping members navigate their banking, lending, and investment needs.

Collaborating with various teams, you will be instrumental in building and maintaining robust relationships through exceptional service that resonates with our mission and values. Key Responsibilities:

- Develop deep connections with members for personalized service
- Align customer needs with product offerings
- Partner with branch colleagues to enhance service
- Lead engaging financial discussions with clients
- Challenge traditional banking perceptions positively Requirements:
- Five-plus years in a financial services role
- CFSA certification or willingness to obtain
- Educational background in finance or business
- Understanding of complex banking and investment products
- Strong multitasking abilities and keen attention to detail Contribute to a new era of banking at Coast Capital, enriching member experiences through your financial expertise.

📌 Financial Advisor Role at Coast Capital (Kelowna)
🏢 Kibbi Technologies
📍 Kelowna