Spot lending and investment opportunities while supporting everyday banking needs for Coast Capital members in Surrey’s branch network.
Coast Capital Savings calls this branch-based position Relationship Manager, commonly known elsewhere as Senior Financial Advisor. You will act as a Coast Capital ambassador, offering trusted advice and matching financial products to unique member needs. Training takes place at Grandview Corners Branch before permanent Surrey assignment.
Key Responsibilities: Identify lending, credit, and investment opportunities
Match members with suitable core banking products
Collaborate on referrals for complex and specialized needs
Help customers manage, save, grow, and protect finances




Deliver member-first experiences through trusted advice
Requirements: Five years of bank or credit union customer experience
Post-secondary finance, business administration, or related education
Investment Funds in Canada qualification
Solid knowledge of daily banking and complex investments
Ability to build relationships and identify referral opportunities
Use financial services knowledge, sales judgment, and member-focused relationship skills to advise customers through Coast Capital’s Surrey branches.

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