Build trusted member relationships through banking, lending, and investment advice at Coast Capital Savings’ Grandview Corners Branch.
As a Relationship Manager, you will deliver personalized financial guidance while helping members manage, save, grow, and protect their well-being. The office-based, full time regular position includes training at Grandview Corners before permanent placement at a Surrey branch. Coast Capital’s title reflects Senior Financial Advisor responsibilities.
Key Responsibilities: Ask effective questions to create positive customer experiences
Provide advice across core banking, lending, and investments
Uncover referrals for insurance and specialized financial needs
Maximize opportunities during member money conversations




Represent Coast Capital’s values and purpose in branches
Requirements: Minimum five years supporting customers at a bank or credit union
CFSA required or obtainable within eighteen months
Recognized PFP, CFP, or QAFP accreditation may qualify
Investment Funds in Canada required
Sales ability, organization, prioritization, and attention to detail
Bring trusted advice, relationship management, and banking expertise to Coast Capital’s members while developing opportunities throughout Surrey.

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📌 Banking Relationship Manager Surrey (British Columbia)
🏢 Coast Capital Savings
📍 British Columbia