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 recent era of banking at Coast Capital, enriching member experiences through your financial expertise.

📌 Financial Advisor Role At Coast Capital Kelowna
🏢 Kibbi Technologies
📍 Kelowna