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.

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