Financial Services Advisor Coast Capital

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.
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