Financial Services Advisor Coast Capital
Coast Capital Savings
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 opportunitiesMatch members with suitable core banking productsCollaborate on referrals for complex and specialized needsHelp customers manage, save, grow, and protect financesDeliver member-first experiences through trusted adviceRequirements:
Five years of bank or credit union customer experiencePost-secondary finance, business administration, or related educationInvestment Funds in Canada qualificationSolid knowledge of daily banking and complex investmentsAbility to build relationships and identify referral opportunitiesUse financial services knowledge, sales judgment, and member-focused relationship skills to advise customers through Coast Capital’s Surrey branches.
#J-18808-Ljbffr
Identify lending, credit, and investment opportunitiesMatch members with suitable core banking productsCollaborate on referrals for complex and specialized needsHelp customers manage, save, grow, and protect financesDeliver member-first experiences through trusted adviceRequirements:
Five years of bank or credit union customer experiencePost-secondary finance, business administration, or related educationInvestment Funds in Canada qualificationSolid knowledge of daily banking and complex investmentsAbility to build relationships and identify referral opportunitiesUse financial services knowledge, sales judgment, and member-focused relationship skills to advise customers through Coast Capital’s Surrey branches.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor Coast Capital in Winnipeg, MB vacancy
$75k - $125k per year
Salary Range: $75,000.00 To $125,000.00 AnnuallyDrive Your Career Forward with Bannister — We’re Hiring a Financial Services Advisor (F&I)Do you thrive on helping customers make informed decisions and feel confident about their purchase? At Bannister Automotive Group, we’re...SuggestedWork at officeBannister Automotive Group
Winnipeg, MB1 hour ago$18 per hour
...’ve been helping Canadians break through financial barriers and take control of their futures... .... A day in the life of a Financial Service Representative : Build strong relationship... ...goals through building their credit. Capitalize on financial cross-sales and add-on...SuggestedFull timeStart today$18 per hour
...’ve been helping Canadians break through financial barriers and take control of their futures... .... A day in the life of a Financial Service Representative : Build strong relationship... ...goals through building their credit. Capitalize on financial cross-sales and add-on...SuggestedFull timeStart today- ...remotely. Work setting - Private sector - Automobile repair services Tasks - Answer inquiries and provide information to... ...plan - Health care plan - Paramedical services coverage Financial benefits - Commission Other benefits - Free parking available...SuggestedPermanent employmentTemporary workRemote work
- ...About the role What your role will be… Financial Advisor At Scotiabank we help employees build... ..., our focus is to provide exceptional service throughout the customer’s journey by:... ..., corporate and investment banking, and capital markets. At Scotiabank, we value the...Suggested
- ...clients for non-deposit account advice and servicing conversations to the appropriate Banking... ...to understand client’s immediate financial needs while identifying opportunities to... ...banking centre based colleagues. Sales and Service Execution- Deliver consistent client service...Long term contractFull timeImmediate startShift workWeekend work
$80.5k - $129.1k per year
...control your future. : The Manager of Capital Assets will be responsible for driving... ...environment. They will help to meet the company's financial reporting goals for timeliness and... ...Passion to provide excellent customer service Other Requirements (i.e., physical requirements...- ...with an end date of March 31 We AreJoin us at the First Nations Financial Management Board (FMB) where we support First Nations to strengthen... ...we have been dedicated to providing fully optional tools and services tailored to meet the unique needs of First Nations an independent...Full timeContract work
- ...Winpak Corporate is seeking a Financial Analyst to join our... ...supporting pricing decisions, capital expenditures, acquisitions, strategic... ...requests from external tax advisors and regulatory agencies and prepare... ...and legal consultation services. Winpak’s vision is to provide...Long term contractFull timeTemporary work
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total... ...CIO Consulting team of financial/wealth specialists with a boutique... ...achieving the highest level of client service and results. A high attention... ...a growing pool of client capital over multiple generations. We’...Long term contractWork at office- ...motivation to deliver exceptional customer service and are excited to help clients embrace... ...with us as a future Account Manager/Banking Advisor. What will you do? Proactively... ...Confidence and ability to learn financial concepts and willingness to obtain the Investment...Flexible hours
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest... ..., and help clients achieve their unique financial goals while providing exemplary service. As an Wealth Advisor, Employee Accounts, you...InternshipFlexible hours- ...By joining Reliance as a Home Comfort Advisor you’ll become an important team member and... .... • Present/sell company products and services to new and existing customers • Resolve... ...Admired Corporate Cultures by Waterstone Human Capital, for eight consecutive years since 2016....Flexible hoursAfternoon shift
- ...Position Title: Financial Administrative Assistant Location: Winnipeg (Central) Functional Area: Administration – Financial Services Coordinator Pay: 50-55k About the Opportunity... ...financial services sector, supporting advisors in delivering an excellent client...Long term contractPermanent employmentWork at officeDay shiftWeekday work
$74k - $138k per year
...imaginative ways of deploying capital, enables fair, trusted, and... ...owned and operated professional services firm in our country, we are... ...meeting deadlines. Review financial statements prepared under ASPE... ...experience. Our recruitment advisors and hiring teams will utilize...Permanent employmentFlexible hours$18 - $22 per hour
...energy and infrastructure industry? Join PTAG, a leading Project Management Advisory & Services firm, recognized across North America for helping world‑class clients deliver major capital projects successfully. We are seeking a Cost Controller (Level 2) to support our...Hourly payPermanent employmentFull timeContract workTemporary workPart timeFor contractorsWork at officeFlexible hours3 days per week$45k - $55k per year
...purpose, and community come first. Western Financial Group was named a 2025 Top Insurance... ...200+ locations across Canada. Insurance Advisor In this role, you will be part of a team... ...to offer this new and dynamic service for our clients under a specified premium...Full time- ...Shape financial insight in a SaaS and technology organization as a Financial Controller specializing in IFRS, reporting, and business partnership... ...drivers behind revenue, profitability, margins, working capital, and cash flow. Key Responsibilities: Oversee monthly, quarterly...
- ...Position Description: As a Security Advisor, you will play a crucial role in safeguarding our organization's information systems and data... ...be used for application status inquiries. Come join our team—one of the largest IT and business consulting services firms in the world.Full time
- ...infrastructure development through NFI Infrastructure Solutions, a service dedicated to providing safe, sustainable, and reliable charging... ...successful candidate will support the ongoing optimization of financial processes and reporting to help the organization effectively navigate...Full timeInternshipImmediate start
$50k - $100k per year
...Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay... ...with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs. Are you entrepreneurial,...Work from home- ...benefits package and discounted pricing on vehicles, parts and service. Vickar Automotive Group is committed to the health and well-being... ...Community Chevrolet is looking to fill the position of a parts advisor, who will be responsible for scheduling parts work in the parts...Full timeImmediate start
- ...'re driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work:... ...a Financial Centre. This role focuses on providing customer service to clients, reporting payments and administrative accountabilities...Hourly payWork at officeFlexible hours
$16.4 per hour
...Job Description About the Role As a Sales Advisor , you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with support & guidance. You'll use your fashion and...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work$50k - $100k per year
...with a company that is both Human and Kind… At Serenia Life Financial , we’ve been helping Canadians protect the people they love and... ..., and mortgage solutions Deliver exceptional client service and advice that earns lifelong trust Coordinate and manage new...Remote workFlexible hours- ...), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time permanent... ...projects, restructurings, productivity initiatives and capital investments. Cost Accounting & Manufacturing Performance Own...Permanent employmentFull timeWork at officeRemote work
$45.9k - $72.6k per year
...Permanent Full Time - Group Retirement Services (GRS) Administration supports a wide... ..., ensuring the accuracy of data updates, financial transactions, and reporting outputs Serve... ...communications with members, plan administrators, advisors, and brokers in a timely and professional...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours- ...relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you... ...’s goals. You’ll mentor a team of advisors to problem solve and provide... ...support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement...Bank staffLocal areaFlexible hoursAfternoon shift
- ...member of our talented finance team at the Enterprise Business Services office. As the Finance Analyst, you'll be part of the Cash Management... ...is highly organized, analytical, comfortable working with financial data, and understands the importance of accuracy, controls, confidentiality...Daily paidPermanent employmentTemporary workInternshipWork at office
- ...to what matters. The Opportunity Our Corporate Communications team is looking for a collaborative and strategic Communications Advisor to support priority corporate initiatives, campaigns, sponsorships and activations. Working with teams across the business, the Advisor...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor Coast Capital. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB