Use retail banking and investment knowledge to help Coast Capital members at the Fleetwood Branch. This full time position follows the office myWork program.

Member Advice Specialists support everyday financial needs while promoting products and services. You will assist with personal credit, mutual funds, term deposits, RRSPs, electronic services, chequing accounts, and overdraft protection. Success includes understanding member needs, making referrals, and maintaining branch requirements.

Key Responsibilities:

- Help members with personal credit needs
- Sell and handle Low Fee More for Me Mutual Funds
- Set up internet banking and electronic services
- Open free chequing accounts and add overdraft protection
- Identify product, service, and referral opportunities

Requirements:

- Minimum three years’ bank or credit union experience
- Preferred lending and investment experience
- Certificate in Investment Funds in Canada required
- Finance, business administration, or related post-secondary education
- Ability to prioritize, organize, and multitask

Apply retail banking, investment, credit, and referral expertise while helping Coast Capital members improve their financial well-being.

📌 Retail Banking Advisor Investment Specialist (Surrey)
🏢 Coast Capital Savings
📍 Surrey