Financial Member Advisor Courtenay

Become a Financial Member Advisor at Coast Capital's Courtenay branch. This full-time role emphasizes customer relationship management and financial product promotion.
As a Financial Member Advisor, you will engage with members to address their everyday banking needs and promote essential financial products at Coast Capital. Your expertise in lending and investments will enhance the experience of each customer, ensuring that their financial well-being is prioritized. This position requires teamwork and proactive efforts to meet sales and regulatory standards.
Key Responsibilities:
• Provide outstanding customer service in banking
• Facilitate discussions on financial improvement
• Identify and solve customer needs creatively
• Help meet sales targets and referrals
• Adhere to all regulatory and policy requirements
Requirements:
• Experience in banking or credit unions preferred
• Certificate in Investment Funds in Canada mandatory
• Relevant post-second...

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Submit your application today and join our talented team at Coast Capital.

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