Coast Capital Senior Financial Advisor

Transform financial journeys at Coast Capital as a Senior Financial Advisor in Metrotown. This role centers on lending, investments, and enhancing member banking experiences.
As a Relationship Manager, you will ensure members receive tailored banking solutions while deepening relationships in this full-time position. With at least five years of experience, you should demonstrate a strong understanding of various banking products and be capable of identifying unique member needs. You will actively promote Coast Capital’s mission to redefine banking for Canadians.
Key Responsibilities:
• Build rapport with members through attentive service
• Provide tailored banking and investment recommendations
• Collaborate with teams to meet diverse financial needs
• Conduct comprehensive financial discussions with customers
• Promote an innovative, member-centric banking culture
Requirements:
• Five or more years in financial services
• CFSA or relevant financial accred...