Coast Capital Financial Advisor Position

Join Coast Capital Savings as a Financial Advisor, known as a Relationship Manager. Located at Grandview Corners, this full-time role focuses on helping members achieve their financial goals.
As a Relationship Manager, you will leverage over five years of banking experience to provide personalized financial solutions. Your strong background in customer service and finance enables you to identify lending, investment, and insurance opportunities, ensuring members receive the best support. Be part of a team that champions innovation in financial services.
Key Responsibilities:
• Understand member goals through personalized engagement
• Match needs to high-quality banking and investment options
• Partner with teams to address insurance and investment needs
• Lead financial conversations promoting member welfare
• Help reshape Canadian banking experiences for the better
Requirements:
• Minimum five years in banking or credit union environments
• CFSA certificat...