Advise members on lending, investments, and daily banking as a Relationship Manager with Coast Capital Savings in an office branch setting.
This full time regular position serves as Coast Capital’s branch ambassador and trusted financial adviser. You will identify credit and investment opportunities, support recent member acquisition, and deepen existing relationships through personalized advice. Training begins at Grandview Corners Branch before permanent assignment to a Surrey branch.
Key Responsibilities: Understand members’ needs through thoughtful questions and conversations
Match banking, lending, and investment options to customer needs
Refer insurance, complex investment, and small business needs




Conduct Where You’re at Money Chats with customers
Support member acquisition and deepen existing relationships
Requirements: Five years’ customer experience in a bank or credit union
CFSA, PFP, CFP, or QAFP designation pathway
Post-secondary education in finance, business, or related field
Investment Funds in Canada qualification
Understanding of banking, investment, and lending products
Apply your relationship-building, sales, and financial product expertise while supporting Coast Capital members across Surrey.

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📌 Senior Financial Advisor Surrey (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia