Oak Bay Branch Financial Advisor

Join Coast Capital as a Member Advice Specialist, providing essential banking support and investment advice at our Oak Bay Branch. This role enhances member experiences with tailored financial solutions.
As a full-time Financial Advisor, you will engage with members, helping them navigate their banking needs while promoting our investment options. Focused on collaboration and compliance, you’ll work with a team to provide exemplary service. Your goal is to foster lasting relationships and discover new ways to assist members financially.
Key Responsibilities:
• Deliver expert support for personal and investment banking
• Engage in proactive financial discussions with customers
• Assist in setting up banking services and mutual funds
• Collaborate with team members on regulatory compliance
• Achieve sales targets through member referrals
Requirements:
• Three years of experience in banking or a credit union
• Certificate in Investment Funds in Canada require...