At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too. Relationship Manager - Kelowna Branch Jan 31, 2025 Location(s): Kelowna Branch Job Type: Full-time myWork Options: In-person Starting Salary Range: $ Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification References Job Purpose At most Financial Institutions this position is normally called a Senior Financial Advisor, but at 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 Manager is 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. Join a leader in the financial services that provides simple financial help with our innovative products and services. Accountabilities Get to know your members on a deeper level 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. Collaborate with other teams in the branch 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. Skills & Qualifications Experience helping customers in either a bank or a credit union for a minimum of five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an x-ray vision to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures 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 our employees, our members, and our community. We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact or call . We will work with you to meet your needs. 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
Location(s): Yaletown 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 (every 5 years) Credit Check (every 5 years) Identity Verification Employment Verification References Job Purpose At most Financial Institutions this position is normally called a Senior Financial Advisor, but at 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 Manager is 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. Join a leader in the financial services that provides simple financial help with our innovative products and services. Accountabilities Get to know your members on a deeper level 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. Collaborate with other teams in the branch 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. Skills & Qualifications Experience helping customers in either a bank or a credit union for a minimum five years. Post-secondary education in finance, business administration or a related field. Investment Funds in Canada is a requirement. Solid understanding of day-to-day banking, complex investment, and lending products. You are a sales pro and have an eye to spot sales and referral opportunities. You like to build relationships with a wide variety of people and want to help them with simple financial needs. You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures 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 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. #J-18808-Ljbffr
Member Advice Specialist - Coquitlam Branch Get AI-powered advice on this job and more exclusive features. At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member‑owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too. Member Advice Specialist – Coquitlam Branch
Oct 10, 2025 Location(s): Coquitlam Branch Job Type: Full Time Regular myWork Program: Office Starting Salary Range: $55,600.00 – $66,700.00 Background Screening Requirement Enhanced Criminal Record Check Credit Check Identity Verification Employment Verification References 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 internet banking, opening free chequing accounts, and adding overdraft protection to help avoid nasty NSF charges. But it doesn’t end there: Member Advice Specialists do two other very important tasks. First, they are sales pros who uncover opportunities to better serve our members with our products and services. Second, they identify who in the company can best help that member, be it themselves or another teammate. Accountabilities Deliver a natural high from providing positive and unexpected customer experiences through general retail banking. Engage customers in “Where You Are At Money Chat” to help them save, grow, protect, and improve their financial well‑being. Work as a high‑performing team member within the branch, ensuring all checks and balances around policies and regulatory requirements are completed. Proactively and creatively offer helpful solutions and alternatives to customer inquiries. Earn high‑fives from your managers and peers by achieving sales and referral targets in a needs‑based sales environment. Skills & Qualifications Comfortable helping customers with simple financial assistance and promoting products and services. Minimum three years of experience helping members in a bank or credit union, preferably with lending and investments, spotting sales and referral opportunities. Post‑secondary education in finance, business administration, or a related field, with a desire to continue learning. Certificate in Investment Funds in Canada is a requirement. Enjoy building relationships with a diverse range of people and helping them with simple financial advice. Strong teamwork spirit and demonstration of team collaboration. Efficient multitasking, prioritizing, organizing tasks with high attention to detail. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone, including our employees. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification, we still encourage you to apply. 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 commitment to equity, diversity, and inclusion. 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 778‑391‑5836. Why join Coast Capital Savings? Purpose is our North Star; we align everything with our purpose. Committed to inclusion and engagement, routinely tracking progress. A career that grows with you; many have progressed from frontlines to senior leadership. Flexible work options via myWork. Customizable benefits for you and your family. Retirement options including defined contribution or benefit pension plans. Mortgage and auto financing benefits. Recognition throughout the year via an online community. A Platinum member of Canada’s Best Managed Companies and other recognitions. Reinvest 10% back into the community; over $90 million invested since 2000. Double your impact: employee volunteer program donations. Job Details Seniority Level: Mid‑Senior level Employment type: Full‑time Job function: Management and Manufacturing #J-18808-Ljbffr
A member-owned financial cooperative in Sooke is seeking a Member Advice Specialist to enhance customer experiences and promote financial solutions. Candidates should have at least three years of banking or credit union experience, a post-secondary education in finance, and a commitment to teamwork. The role includes customer engagement, meeting sales targets, and providing basic financial advice. This position offers a starting salary between $55,600 and $66,700.
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A financial cooperative in Vancouver seeks a Manager, Data Governance to lead the data governance program. You will ensure data is accurate and accessible, develop a communication strategy, and manage frameworks for data ownership. The ideal candidate has extensive experience in data governance and a relevant degree. This position offers a starting salary range between $95,900 and $124,700, with hybrid work options.
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A financial services company in Kelowna is seeking a Mobile Insurance & Investment Specialist responsible for driving growth in Life Insurance and Segregated Funds. The ideal candidate will proactively reach out to customers, provide exceptional service, and collaborate with Financial Advisors. Candidates should hold a Life License and possess strong relationship-building skills. This full-time position offers a starting salary of $60,000 plus commission.
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A leading financial institution in Metro Vancouver is seeking a Data Governance Manager to embed trust and enablement principles across the enterprise. This role involves developing a strategy, leading the Data Governance Team, and ensuring effective data management practices. Ideal candidates will have extensive experience in data governance and a relevant degree. The position offers a competitive salary and a hybrid work environment.
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A financial cooperative is seeking a Member Advice Specialist in Coquitlam. You will provide essential banking services, assist with financial products, and build relationships with members. The ideal candidate has sales experience in banking, a strong educational background in finance, and a Certificate in Investment Funds in Canada. This full-time role offers a supportive work environment committed to equity and community involvement.
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A member-owned cooperative in Metro Vancouver is looking for a Member Advice Specialist to deliver exceptional customer service and support financial needs. You will engage members, promote products, and achieve sales targets in a friendly branch environment. Ideal candidates have experience in banking and a desire to help others achieve financial well-being. This full-time position offers a starting salary ranging from CAD 55,600 to CAD 66,700.
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At Coast Capital, we’re not dreaming about a better future, we’re building one. As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community – almost $90 million since 2000 alone – because when our members do well, we believe our communities should do well too. Member Advice Specialist Location(s): Sooke Branch Job Type: Full TimeRegular myWork Program: Office Starting Salary Range: $55,600.00-$66,700.00 Enhanced Criminal Record Check Credit Check Identity Verification References 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 for a minimum three years, 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. Equity, Diversity & Inclusion at Coast Capital Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures 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 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 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
