Posted 13 days ago
Relationship Manager - Surrey Branches
@ Coast Capital Savings
Surrey, British Columbia
Overview
Coast Capital Savings is hiring a full-time Relationship Manager for its Surrey branches, starting with training at the Grandview Corners branch. The role centres on understanding members' needs, matching them with lending, investment and banking products, and referring other services. The posting states a salary range of $65,800 to $79,000 and an office-based arrangement.
Responsibilities:
- Build deeper relationships with members through questions and advice
- Match member needs with banking, lending and investment options
- Refer general insurance, investment and small business needs to branch teams
- Engage members in the Where You're at Money Chat
Requirements summary:
- Five years of experience helping customers at a bank or credit union
- CFSA designation or PFP, CFP or QAFP accreditation
- Post-secondary education in finance, business or related field
- Investment Funds in Canada
Tools & skills
Source and dates
Employer career site / ATS feed · successfactors
- Employer posting date
- 2026-10-25
- First seen by our source
- 2026-10-20
- Source record updated
- 2026-10-31
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Licences & certifications | CFSA, PFP, CFP, QAFP, Investment Funds in Canada |
| Background checks | criminal record, credit, references |
| Encouraged to apply | Indigenous peoples, Racialized people, People with disabilities, Women |
| Education | College diploma (preferred) |
| Fields of study | Finance, Business Administration |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Coast Capital Savings
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Coast Capital is part of the Coast Capital Savings Federal Credit Union family of brands.
Full company description
At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities. We’re proud to be a Certified B Corporation™ and part of a global movement building a more inclusive, equitable and regenerative economic system. We’re deeply committed to making our financial cooperative a great place to work as demonstrated by some of our accolades. Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.
- LinkedIn followers
- 26,339
- People associated on LinkedIn
- 1,744
- Reported office locations
- 800 - 9900 King George Blvd, Surrey, BC, Surrey, BC V3T 0K7, CA
- Business categories
- Investment & Asset Management
- Finance
- Other recorded names
- Coast Capital Savings
- Coast Capital
- Specialties
- Financial Services
- Banking
- and Credit Union
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
At Coast Capital, we’re not dreaming about a better future, we’re building one. Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Surrey, BC |
| Organization type | Privately Held |
| Specialties | Financial ServicesBankingand Credit Union |
| Open jobs on Jobsy | 18 |
| View page |
Location(s): Grandview Corners Branch
Job Type: Full Time Regular
myWork Program: Office
Starting Salary Range: $65,800.00 - $79,000.00
Background Screening Requirement:
- Enhanced Criminal Record Check
- Credit Check
- 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.
This is a Ready Now position. The successful candidate will complete training at our Grandview Corners branch and, upon completion, will be permanently assigned to a branch in Surrey.
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.
- Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
- 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 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 [email protected] or 778-391-5836. 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.
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