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Coast Capital
Financial Advisor (Member Advice Specialist) - Courtenay BranchCoast Capital • Courtenay, British Columbia, CA
Financial Advisor (Member Advice Specialist) - Courtenay Branch

Financial Advisor (Member Advice Specialist) - Courtenay Branch

Coast Capital • Courtenay, British Columbia, CA
30+ days ago
Salary
CA$55,600.00–CA$66,700.00 yearly
Job type
  • Full-time
Job description

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

  • Getting 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

Skills & Qualifications

  • 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.

Why join Coast Capital Savings?

  • 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.
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Financial Advisor (Member Advice Specialist) - Courtenay Branch • Courtenay, British Columbia, CA

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