Financial Advisor (Member Advice Specialist) - Courtenay BranchCoast Capital • Courtenay, British Columbia, CA
Financial Advisor (Member Advice Specialist) - Courtenay Branch
Coast Capital • Courtenay, British Columbia, CA
Il y a plus de 30 jours
Type de contrat
- Temps plein
Description de posteGetting a natural high from delivering positive and unexpected customer experience through general retail banking Having fun engaging customers in the “Where You Are At Money Chat” to help your customer to save, grow, protect and improve their financial well-being Working as a high-performing team member within the branch to ensure all checks and balances are completed around policies and regulatory requirements Proactively and creatively offer helpful solutions and alternatives to customer inquiries Earning high-fives from your managers and peers for achieving sales and referrals targets in a needs based sales environment We don’t need mathematical geniuses here, though ability to add and subtract would be useful. Mostly we just need people who are comfortable helping customers with simple financial help and promoting our products and services. Experience helping members in either a bank or credit union, preferably where you mastered lending and investments, and you used your x-ray vision to spot sales and referral opportunities. You are excited to share with the world what you learned during your post-secondary education in finance, business administration or a related field. And you aren’t done learning; you have a desire to know more. Certificate in Investment Funds in Canada is a requirement. You really like building relationships with a wide variety of people and want to help them with simple financial help. You are a big fan of teamwork and demonstrate your team spirit every day. You are a multi-tasking prodigy, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s. Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards. We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities. Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.
Location(s) : Courtenay Branch
Job Type : Full Time
myWork Options : In-person
Starting Salary Range : $55,600.00 -$66,700
Background Screening Requirement :
- Enhanced Criminal Record Check (every 5 years)
- Credit Check (every 5 years)
- Identity Verification
- Employment Verification
- References
Our Courtnenay Branch is located within 30 min commute of Campbell River and Comox
Job Purpose
When you visit a Coast branch, you’re greeted with a line of smiling faces ready to help you with your everyday banking needs. Our friendly Member Advice Specialists are sales and customer service superstars who bring our “How can we help you?” brand to life with every member they interact with. Imagine helping our members with Fulfilling basic personal credit needs, selling and handling Low Fee More for Me Mutual Funds, Term deposits, RRSPs, Setting up electronic services like our internet banking, opening free Chequing accounts, adding overdraft protection to help avoid those nasty NSF charges. But it doesn’t end there, Member Advice Specialists do two other very importing things. First, they are sales pros. They uncover opportunities where we can better help our members with our fantastic line-up of products and services. Next, they figure out who in the company can best help that member, be it themselves or another teammate.
Accountabilities
Skills & Qualifications
Why join Coast Capital Savings?
Créer une alerte emploi pour cette recherche
Financial Advisor Member Advice Specialist Courtenay Branch • Courtenay, British Columbia, CA
Offres similaires
A leading financial institution in Canada seeks a Sales Professional to enhance client experiences and drive sales.The role emphasizes relationship building and technology adoption, requiring skill...Voir plus
A growing financial services firm in the Courtenay-Comox-Cumberland area seeks a licensed Advisor.This role focuses on building long-term client relationships and delivering tailored financial, ins...Voir plus
A leading financial institution in Canada is seeking a Financial Planner to help customers achieve their financial goals.
This role involves proactively engaging with clients, understanding their ne...Voir plus This unique position calls on your client‑focused sales expertise and natural problem‑solving skills to maximize each client interaction.
As an RBC ambassador, you add value in the moments that matt...Voir plus 
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strength...Voir plus
A leading insurance brokerage is looking for a Personal Insurance Advisor, who thrives on providing exceptional client service and supports individuals to protect their assets.The role involves eng...Voir plus
Hello, I am Diana, a homeowner located in the beautiful area of Strathcona, British Columbia.I am currently seeking a reliable and responsible house sitter to help maintain and care for my home whi...Voir plus A prominent bank is looking for a Senior Client Service Representative in Courtenay, Canada.The role involves assisting clients with their daily banking needs and enhancing their experience.You wil...Voir plus 
Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.
No Call Center Representative Agent experience needed.Call ...Voir plus
Une institution financière de premier plan à Courtenay cherche un Associé au Service à la Clientèle.Ce poste consiste à fournir un soutien administratif spécialisé aux conseillers en investissement...Voir plus Our client, a well-established and growing organization on.This is a confidential opportunity for a client-focused professional with both.
Advisor – Key Responsibilities.Assess client needs and reco...Voir plus 
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
A leading pet marketing agency seeks a Pet Ambassador in Courtenay, Canada for an upcoming event on March 28, 2026.This part-time role includes training, pre-event calls, and event duties.Ideal can...Voir plus
A leading global financial institution is seeking an Investment Representative to support investment advisors in Courtenay, British Columbia.
This role includes preparing documentation for client me...Voir plus
Mobile Mortgage Advisor - Victoria / Nanaimo / Comox / Courtenay locationPlease note this role has a • •100% commission based compensation plan • • which also includes incentive pay, banking benefits, a hea...Voir plus Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus This unique position calls on your client‑focused sales expertise and natural problem‑solving skills to maximize each client interaction.
Specifically, you help clients with their everyday banking; ...Voir plus A leading financial institution is seeking a Mobile Mortgage Advisor for its Victoria, Nanaimo, Comox, and Courtenay locations.
In this role, you will focus on client engagement and provide personal...Voir plus
Client Education & Banking Sales Advisor
RBC • Courtenay
Temps plein
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Holistic Financial Advisor — Client Growth & Planning
Leadervest • Courtenay
Temps plein
Dernière mise à jour : il y a 17 jours • Offre sponsorisée
Dynamic Financial Planner & Client Growth Advisor
BMO • Courtenay
Temps plein
Dernière mise à jour : il y a 12 jours • Offre sponsorisée
Client Advisor - Comox Valley Community
RBC • Courtenay
Temps plein
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Client Service Representative
CIBC • Courtenay
Temps plein
Dernière mise à jour : il y a 20 jours • Offre sponsorisée
Personal Lines Renewal Advisor — Hybrid Role
HUB International • Courtenay
Temps plein
Dernière mise à jour : il y a 19 jours • Offre sponsorisée
House Sitter Wanted - Reliable House Sitter Wanted In Strathcona, Bc – Earn $50 Daily For Caretaking Your Dream Home!
HouseSitter.com • Mansons Landing, British Columbia, Canada
Temps plein
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Senior Client Service Specialist – Banking & Relationships
CIBC • Courtenay
Temps plein
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Call Center Representative Agent Work From Home - Part Time Focus Group Panelists
ApexFocusGroup • Courtenay, British Columbia, Canada
Télétravail
Temps plein +1
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Wealth Management Client Services Associate
TD Bank • Courtenay
Temps plein
Dernière mise à jour : il y a 2 jours • Offre sponsorisée
Financial Advisor
Leadervest • Courtenay
Temps plein
Dernière mise à jour : il y a 17 jours • Offre sponsorisée
Finance Private Tutoring Jobs Comox
Superprof • Comox, Canada
Temps plein +1
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Pet Health Advocate — In-Store Brand Ambassador
Premium Retail Services • Courtenay
Temps plein +1
Dernière mise à jour : il y a 5 jours • Offre sponsorisée
Wealth Client Services Associate
TD • Courtenay
Temps plein
Dernière mise à jour : il y a 16 jours • Offre sponsorisée
Mobile Mortgage Advisor - Victoria / Nanaimo / Comox / Courtenay location
Canadian Imperial Bank of Commerce • Nanaimo, Comox, Courtenay
Temps plein
Dernière mise à jour : il y a 12 jours • Offre sponsorisée
Finance Private Tutoring Jobs Courtenay
Superprof • Courtenay, Canada
Temps plein +1
Dernière mise à jour : il y a plus de 30 jours • Offre sponsorisée
Client Advisor
RBC • Courtenay
Temps plein
Dernière mise à jour : il y a 8 jours • Offre sponsorisée
Mobile Mortgage Advisor — 100% Commission & Flexible Client Focus
Canadian Imperial Bank of Commerce • Nanaimo, Comox, Courtenay
Temps plein
Dernière mise à jour : il y a 12 jours • Offre sponsorisée