Financial Advisor - Relationship Manager Position

Embrace a rewarding career as a Relationship Manager at Coast Capital Savings in Tillicum. This full-time role is dedicated to engaging members and addressing their diverse financial needs. As a key member of the Coast Capital team, you will utilize your extensive banking expertise to enhance customer experiences.

Your role includes providing trustworthy advice, highlighting banking, lending, and investment opportunities, and collaborating with team members to discover additional financial solutions for members. You're integral to shaping the Coast Capital narrative in the community.

Key Responsibilities

• Deepen relationships with members through impactful conversations
• Align customer financial needs with appropriate products
• Refer complex investment and insurance inquiries to relevant teams
• Facilitate proactive discussions about financial well-being
• Advocate for a new standard in customer banking satisfaction

Requirements

• Minimum five years of customer-facing banking experience
• Relevant post-secondary education required
• Investment Funds in Canada certification necessary
• Solid product knowledge in lending and investments
• Strong sales and multitasking abilities are essential Drive member satisfaction and redefine banking success with Coast Capital in the Victoria Region. #J-18808-Ljbffr