Join Coast Capital as a Member Advice Specialist at our Kelowna Branch! This full time role focuses on customer engagement through effective financial solutions and product promotion. As a valued Member Advice Specialist, you will use your customer service expertise to assist members with their financial needs while supporting a robust sales environment.

You will engage with clients, promote Low Fee More for Me Mutual Funds, and help open essential accounts, delivering tailored financial advice. Your sales abilities will be key in uncovering current opportunities to benefit our members and enhance their banking experience. Key Responsibilities:
Deliver exceptional customer service with everyday banking




Conduct engaging financial consultations with clients
Collaborate with branch team on policy compliance
Proactively offer successful financial solutions
Achieve sales targets in a needs-based sales environment Requirements:
Minimum three years in financial services
Experience in lending and investments
Certificate in Investment Funds in Canada
Strong relationship-building skills
Team-oriented with multi-tasking abilities Bring your customer service passion and financial expertise to Coast Capital's agile team!

📌 Financial Advice Specialist At Coast Capital Kelowna
🏢 Coast Capital
📍 Kelowna