Senior Financial Advisor - Jobs in New Westminster

Job Description

Location:British Columbia (CA-BC),New Westminster Job Type:Full Time myWork Options: What #39;s the job At most Financial Institutions this position is normally called a Senior Financial Advisor, butat Coast Capital Savings, we call this role aRelationship 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 #39;s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. We #39;re looking fora 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 #39;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 #39;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 thequot;Where You #39;re at Money Chat quot; 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 #39;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 creditamp; 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 minimumfiveyears, 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 #39;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-tasking prodigy, 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.At Coast Capital, we value diversity, equity and inclusion. We #39;re not all the same and we like it that way. We don #39;t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe, the more inclusive we are, the better our work will be. Why join Coast Capital 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 #39;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 #39;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 #39;s why we offer the choice of a defined contribution or defined benefit pension plan or RSP #39;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 #39;re human, which means we like to have fun with events, celebrations, and recognition throughout the year. An award winning culture. We #39;re a Platinum member of Canada #39;s Best Managed Companies and are regularly recognized by Canada #39;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 #39;s why since 2000 we #39;ve invested over $90 million into our member #39;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.Equity, Diversityamp; Inclusion at Coast Capital At Coast Capital, we value diversity, equity and inclusion. We #39;re not all the same and we like it that way. We don #39;t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.COVID-19 at Coast Capital Coast Capital Savings is committed to the health and safety of our employees, member, and communities. With this commitment in mind, Coast Capital complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19, and making COVID vaccination a pre-condition to employment with Coast Capital. All successful applicants must provide acceptable evidence of full vaccination against COVID-19, before any contract of employment becomes final and binding, and before your start date can be set. Exceptions may apply where vaccination is not possible for medical or religious reasons that are protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination please discuss whether an exception may apply with your Talent Acquisition Advisor.