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Coast Capital
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  • Mobile Mortgage Specialist - Vancouver  

    - Vancouver

    Location(s): Vancouver, BC Job Type: Full Time myWork Options: In-person, Hybrid Starting Salary Range: Commission plus $50,000 annual draw Background Screening Requirement EnhancedCriminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose As a Mobile Mortgage Specialist at Coast Capital, you'll work with current and prospective members to help them in their pursuit of home ownership by providing expert mortgage advice. As someone who thrives in an environment that values autonomy and connectivity, you'll appreciate the freedom that comes with setting up your office space at home and stepping out into the community to network and engage. You’ll benefit from a comprehensive commission structure that rewards your initiative across a spectrum of products including mortgages, investments, credit cards, commercial referrals and insurance, crafting a truly dynamic and rewarding career experience. Finally, you're a strong communicator who loves to meet new people and develop meaningful relationships to solve your client's financial needs. Accountabilities Establish and nurture ongoing relationships with prospective clients, providing customized mortgage consultation to address specific needs. Engage proactively with clients, offering support during the mortgage application process and schedule consistent follow-ups to guarantee their satisfaction. Coordinate with internal teams to address client inquiries and issues swiftly. Keep abreast of industry regulatory changes and stay well-informed. Review mortgage applications to confirm they comply with underwriting standards and regulations. Accurately prepare and maintain records for regulatory audits and educate clients on the regulatory requirements affecting mortgage processes. Offer expert advice on mortgage products, driving sales to surpass established targets. Employ strategic sales initiatives to attract new clients and present mortgage options during appointments. Adopt a consultative sales approach to address client needs effectively. Identify and proactively reach out to potential clients using a variety of channels, including social media, to build a robust lead pipeline. Develop and implement lead sourcing strategies, attend industry events to network and uncover new opportunities, and analyze market trends to identify fresh avenues for lead generation. Join local business and community groups to increase visibility and cultivate connections with prospective clients. Establish partnerships with real estate agents and builders to generate referral opportunities. Use online networking platforms to actively engage with clients and develop referral sources. Skills & Qualifications Bachelor's degree in Finance, Economics, Business Administration, or related field 5+ years with strategic sales and networking Extensive knowledge of the real estate and economic market in British Columbia Knowledge of current residential mortgage products and services Ability to analyze financial information and mortgage applications Expertise in mortgage underwriting standards and regulations Competency in using CRM software for client relationship management Familiarity with digital marketing tools for lead generation Proficiency in online networking platforms for community engagement Track record of meeting or exceeding sales targets in the mortgage industry History of successfully building and maintaining client relationships Proven experience in developing personal networks to generate business opportunities Demonstrated ability to innovate and implement successful lead generation strategies Experience in creating and executing strategic sales plans in the financial sector Evidence of strong community involvement with a focus on business development activities 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-4 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. #J-18808-Ljbffr

  • A leading financial institution in Victoria is seeking a Relationship Manager to enhance customer relationships and provide financial solutions. This role requires a strong understanding of credit and investment products, along with exceptional customer service skills. The ideal candidate will have a passion for building relationships and the ability to identify customer needs with a collaborative approach. Competitive salary and benefits are included, along with a commitment to equity and diversity.
    #J-18808-Ljbffr

  • Mobile Mortgage Specialist - Vancouver  

    - North Vancouver

    Overview Location(s): Vancouver and Surrounding areas, BC Job Type: Full Time myWork Options: Hybrid Starting Salary Range: Uncapped Commission Structure Background Screening EnhancedCriminal Record Check Credit Check Identity Verification Employment Verification References Build a better future for others, and yourself Are you a high-performing business developer with a powerful COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance and not a capped target? If so, the Mobile Mortgage Specialist role at Coast Capital was built for you. At Coast Capital, we believe in Building Better Futures Together, and that starts with helping our members achieve home ownership and long-term financial wellness. This role is more than mortgages, it's about empowering you to be a trusted advisor and true partner to your clients and community. Why This Role Stands Out Uncapped Earning Potential : Industry-leading, performance-driven commission plan that rewards you across the full suite of Coast Capital products including mortgages, investments, credit cards and insurance. Autonomy & Flexibility : You manage your desk, your time, your calendar. We give you the tools you build the business. Relationship-Driven : This is not transactional. You’ll work one-on-one with members, partners, and communities to provide real financial solutions not just mortgage products. Purpose-Led Work : We’re here to build better futures by unlocking financial opportunities and growing incomes for our members, employees, and communities. What You’ll Do Drive your business by sourcing, developing, and nurturing a pipeline of qualified mortgage and referral leads Provide expert mortgage advice to new and existing members, helping them achieve their homeownership goals Leverage your network and COIs, e.g. real estate agents, builders, financial planners, and community groups Use your sales instincts and product knowledge to meet (and exceed) individual and team targets Underwrite with confidence, aligning with compliance and regulatory standards Actively engage in your community from local events to social media networking to represent Coast Capital and build brand trust Collaborate with internal teams to ensure a seamless member experience What You Bring A proven track record in mortgage sales, relationship-building, and exceeding sales targets 5+ years of strategic sales and networking experience in financial services, real estate, or related fields Deep knowledge of BC’s real estate market and current residential mortgage products Confidence and autonomy in managing your own schedule and pipeline Strong skills in underwriting, financial analysis, and CRM systems Familiarity with digital lead generation tools and community engagement platforms A strong sense of purpose and passion for helping others build better futures Let’s Build Better Futures Together At Coast Capital, our purpose is our promise. We’re a financial cooperative that puts people first and we empower our teams to do the same. When you join us, you’re not just joining a company. You’re joining a movement. Ready to bring your ambition, community mindset, and business acumen to a purpose-led role where you control your success? Apply today and start building your future while helping others build theirs. 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 RSPs. 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. #J-18808-Ljbffr

  • Mobile Mortgage Specialist - Vancouver  

    - West Vancouver

    Location(s) : Vancouver and Surrounding areas, BC Job Type : Full Time myWork Options : Hybrid Starting Salary Range : Uncapped Commission Structure Background Screening Requirement EnhancedCriminal Record Check Credit Check Identity Verification Employment Verification References Build a better future for others, and yourself Are you a high-performing business developer with a powerful COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance and not a capped target? If so, the Mobile Mortgage Specialist role at Coast Capital was built for you. At Coast Capital, we believe in Building Better Futures Together, and that starts with helping our members achieve home ownership and long-term financial wellness. This role is more than mortgages, it's about empowering you to be a trusted advisor and true partner to your clients and community. Why This Role Stands Out Uncapped Earning Potential : Industry-leading, performance-driven commission plan that rewards you across the full suite of Coast Capital products including mortgages, investments, credit cards and insurance. Autonomy & Flexibility : You manage your desk, your time, your calendar. We give you the tools you build the business. Relationship-Driven : This is not transactional. You’ll work one-on-one with members, partners, and communities to provide real financial solutions not just mortgage products. Purpose-Led Work : We’re here to build better futures by unlocking financial opportunities and growing incomes for our members, employees, and communities. What You’ll Do Drive your business by sourcing, developing, and nurturing a pipeline of qualified mortgage and referral leads Provide expert mortgage advice to new and existing members, helping them achieve their homeownership goals Leverage your network and COIs, E.G. real estate agents, builders, financial planners, and community groups Use your sales instincts and product knowledge to meet (and exceed) individual and team targets Underwrite with confidence, aligning with compliance and regulatory standards Actively engage in your community from local events to social media networking to represent Coast Capital and build brand trust Collaborate with internal teams to ensure a seamless member experience What You Bring A proven track record in mortgage sales, relationship-building, and exceeding sales targets 5+ years of strategic sales and networking experience in financial services, real estate, or related fields Deep knowledge of BC’s real estate market and current residential mortgage products Confidence and autonomy in managing your own schedule and pipeline Strong skills in underwriting, financial analysis, and CRM systems Familiarity with digital lead generation tools and community engagement platforms A strong sense of purpose and passion for helping others build better futures Let’s Build Better Futures Together At Coast Capital, our purpose is our promise. We’re a financial cooperative that puts people first and we empower our teams to do the same. When you join us, you’re not just joining a company. You’re joining a movement. Ready to bring your ambition, community mindset, and business acumen to a purpose-led role where you control your success? Apply today and start building your future while helping others build theirs. 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. #J-18808-Ljbffr

  • A leading financial cooperative in Metro Vancouver is seeking a Mobile Mortgage Specialist. This role empowers you to build your own business while providing exceptional mortgage advice. With an uncapped commission structure and a focus on community relationships, you will engage with clients to help achieve their financial goals. Ideal candidates have over 5 years of experience in sales and a deep understanding of the local real estate market. Join us to make a real impact in your community.
    #J-18808-Ljbffr

  • A leading financial cooperative is seeking a Mobile Mortgage Specialist in Metro Vancouver to drive business through relationship-building and community engagement. The ideal candidate thrives on autonomy, is passionate about helping others, and has a proven track record in mortgage sales. This role offers uncapped earning potential and the opportunity to truly make a difference in people's financial wellness.
    #J-18808-Ljbffr

  • Location(s): Victoria, BC Job Type: Full Time myWork Options: Hybrid Starting Salary Range: Uncapped Commission Structure Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Build a better future for others, and yourself Are you a high-performing business developer with a strong COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance without a cap? If so, the Mobile Mortgage Specialist role at Coast Capital is for you. At Coast Capital, we believe in Building Better Futures Together. This role is about more than mortgages; it's about empowering you to be a trusted advisor and a true partner to your clients and community. Why This Role Stands Out Uncapped Earning Potential: Industry-leading, performance-driven commission plan that rewards you across mortgages, investments, credit cards, and insurance. Autonomy & Flexibility: Manage your desk, time, and calendar. We provide the tools to build your business. Relationship-Driven: Work one-on-one with members, partners, and communities to provide real financial solutions. Purpose-Led Work: Help build better futures by unlocking financial opportunities and growing incomes for members, employees, and communities. What You’ll Do Source, develop, and nurture a pipeline of qualified mortgage and referral leads Provide expert mortgage advice to members, helping them achieve homeownership goals Leverage your network and COIs, such as real estate agents, builders, financial planners, and community groups Use your sales skills and product knowledge to meet and exceed targets Underwrite with confidence, ensuring compliance and regulatory standards Engage actively in your community through events and social media to represent Coast Capital and build brand trust Collaborate internally to ensure a seamless member experience What You Bring Proven track record in mortgage sales, relationship-building, and exceeding targets 5+ years of strategic sales and networking experience in financial services, real estate, or related fields Deep knowledge of BC’s real estate market and mortgage products Confidence and autonomy in managing your schedule and pipeline Strong underwriting, financial analysis, and CRM skills Familiarity with digital lead generation tools and community engagement platforms A passion for helping others build better futures Let’s Build Better Futures Together Our purpose is our promise. We’re a financial cooperative that puts people first and empowers our teams. When you join us, you join a movement. Ready to bring your ambition, community mindset, and business skills to a purpose-led role where you control your success? Apply today and start building your future while helping others do the same. Why join Coast Capital Savings? Purpose guides everything we do, from advice to community programs. We are committed to inclusion, diversity, and engagement, fostering a safe, thriving environment for all. We support career growth from within, with many employees advancing over decades. Flexible work options through our myWork program. Comprehensive, customizable benefits for you and your family. Retirement options including pension plans and RRSPs. Employee discounts on mortgages and auto loans. Recognition programs and a fun, award-winning culture. Over $90 million invested in communities since 2000. Volunteer program donating $10 per hour volunteered to charities of your choice. #J-18808-Ljbffr

  • Mobile Mortgage Specialist - Abbotsford  

    - Abbotsford

    Location(s): Abbotsford Job Type: Full Time MyWork Options: In-person, Hybrid Starting Salary Range: Commission plus $50,000 annual draw Background Screening Requirement: Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References Job Purpose As a Mobile Mortgage Specialist at Coast Capital, you'll work with current and prospective members to help them in their pursuit of home ownership by providing expert mortgage advice. You will thrive in an environment that values autonomy and connectivity, with the flexibility to set up your home office and engage with the community. You will benefit from a comprehensive commission structure that rewards your efforts across products including mortgages, investments, credit cards, commercial referrals, and insurance, creating a dynamic career. You are a strong communicator who loves meeting new people and developing meaningful relationships to meet your clients' financial needs. Accountabilities Establish and nurture ongoing relationships with prospective clients, providing customized mortgage consultations. Support clients during the mortgage application process and follow up regularly to ensure satisfaction. Coordinate with internal teams to address inquiries and issues promptly. Stay informed about industry regulations and ensure compliance in mortgage applications. Review applications for adherence to underwriting standards and regulations. Maintain accurate records for regulatory audits and educate clients on regulatory requirements. Drive sales by offering expert advice on mortgage products and employing strategic sales initiatives. Identify and reach out to potential clients via various channels, including social media, to build a lead pipeline. Attend industry events and develop partnerships with real estate agents and builders for referrals. Engage with community groups and online platforms to increase visibility and generate leads. Skills & Qualifications Bachelor's degree in Finance, Economics, Business Administration, or related field 5+ years in strategic sales and networking Extensive knowledge of the BC real estate and economic market Knowledge of residential mortgage products and services Ability to analyze financial information and mortgage applications Expertise in mortgage underwriting standards and regulations Proficiency with CRM software and digital marketing tools Experience with online networking platforms and community engagement Proven sales record and experience in building client relationships Ability to develop and implement strategic sales plans and lead generation strategies Active involvement in community and business development activities Why join Coast Capital Savings? Purpose-driven organization committed to inclusion, diversity, and engagement. Opportunities for career growth and internal promotion. Flexible work arrangements through myWork program. Comprehensive benefits tailored to your needs. Retirement options including pension plans and RSPs. Employee discounts on mortgages and auto loans. Recognition programs and a positive, award-winning culture. Community investment and volunteer opportunities that double your impact. #J-18808-Ljbffr

  • Mobile Mortgage Specialist - Surrey  

    - Delta

    Location(s) : Surrey and Surrounding Areas, BC Job Type : Full Time myWork Options : Hybrid Starting Salary Range : Uncapped Commission Structure Background Screening Requirement : EnhancedCriminal Record Check Credit Check Identity Verification Employment Verification References Build a better future for others, and yourself Are you a high-performing business developer with a powerful COI network, an expert closer, and a trusted community connector? Do you thrive on autonomy, value relationships over transactions, and want your earnings to reflect your performance and not a capped target? If so, the Mobile Mortgage Specialist role at Coast Capital was built for you. At Coast Capital, we believe in Building Better Futures Together, and that starts with helping our members achieve home ownership and long-term financial wellness. This role is more than mortgages, it's about empowering you to be a trusted advisor and true partner to your clients and community. Why This Role Stands Out Uncapped Earning Potential : Industry-leading, performance-driven commission plan that rewards you across the full suite of Coast Capital products including mortgages, investments, credit cards and insurance. Autonomy & Flexibility : You manage your desk, your time, your calendar. We give you the tools you build the business. Relationship-Driven : This is not transactional. You’ll work one-on-one with members, partners, and communities to provide real financial solutions not just mortgage products. Purpose-Led Work : We’re here to build better futures by unlocking financial opportunities and growing incomes for our members, employees, and communities. What You’ll Do Drive your business by sourcing, developing, and nurturing a pipeline of qualified mortgage and referral leads Provide expert mortgage advice to new and existing members, helping them achieve their homeownership goals Leverage your network and COIs, E.G. real estate agents, builders, financial planners, and community groups Use your sales instincts and product knowledge to meet (and exceed) individual and team targets Underwrite with confidence, aligning with compliance and regulatory standards Actively engage in your community from local events to social media networking to represent Coast Capital and build brand trust Collaborate with internal teams to ensure a seamless member experience What You Bring A proven track record in mortgage sales, relationship-building, and exceeding sales targets 5+ years of strategic sales and networking experience in financial services, real estate, or related fields Deep knowledge of BC’s real estate market and current residential mortgage products Confidence and autonomy in managing your own schedule and pipeline Strong skills in underwriting, financial analysis, and CRM systems Familiarity with digital lead generation tools and community engagement platforms A strong sense of purpose and passion for helping others build better futures Let’s Build Better Futures Together At Coast Capital, our purpose is our promise. We’re a financial cooperative that puts people first and we empower our teams to do the same. When you join us, you’re not just joining a company. You’re joining a movement. Ready to bring your ambition, community mindset, and business acumen to a purpose-led role where you control your success? Apply today and start building your future while helping others build theirs. 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. #J-18808-Ljbffr

  • Relationship Manager - Colwood Branch  

    - Victoria

    Location(s): Colwood Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $64,700.00-$77,600.00 Background Screening Requirement Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References What’s the job? At most Financial Institutions this position is normally called a Senior Financial Advisor, butat Coast Capital Savings, we call this role a Relationship Manager. From identifying lending / credit and investments opportunities, to day-to-day banking needs for our members,The Relationship Manageris a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. We're looking for a Jack-of-all-trades (or Jane-of-all-trades) helping our customers with their lending and investment needs while establishing solid long-term banking relationships.Join a leader in the financial services that provides simple financial help with our innovative products and services. What you’ll get to do : Get to know your member on a deeper level, no not through mind reading but by asking the right questions so you can deliver a positive and unexpected customer experience. Use your banking expertise to match your customer’s needs with our high quality core banking, lending and investment options. Rub elbows with other teams in the branch network to uncover and refer general insurance, complex investment needs, personal insurance and small business needs. Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow and protect their financial well-being. Help Coast change the way Canadians feel about banking, forever. Who are we looking for? We don’t need mathematical geniuses here, although the ability to add and subtract would be useful. Mostly we just need people with a solid understanding of credit & investment products and services and who are comfortable providing customers with simple financial help and promoting our products and services. Experience helping customers in either a bank or credit union for a minimum five years, with a minimum of two years of experience where you mastered complex 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. You proudly hang your Investment Funds in Canada certificate in your office. 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 team work and demonstrate your team spirit every day. You are a multi-tasker, able to efficiently and effectively prioritize and organize what needs to get done coupled with a high attention to detail. You are a sales pro, having regularly achieved your sales targets with one hand tied behind your back. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at or . This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics. 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 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. #J-18808-Ljbffr

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