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Added 4 hours ago
Member Advice Specialist - Sidney Branch
Coast Capital Savings
Sidney, BC
Certificate in Investment Funds in Canada or equivalent is a MUST HAVE requirement at the time of application
Added 20 hours ago
CC
Member Services Representative - Queensborough Branch
Coast Capital Savings
New Westminster, BC
- $24.05 to $25.44 CAD / hour
Added 1 day ago
Member Advice Specialist - Westshore Branch
Coast Capital Savings
Victoria, BC
Added 1 day ago
Branch Manager - Tillicum Mall (Victoria)
Coast Capital Savings
Victoria, BC
Added 3 days ago
CC
Member Services Representative (Part-time) - Meadowtown Branch
Coast Capital Savings
Pitt Meadows, BC
- Part-time
Added 4 days ago
CC
Member Services Representative (Part-time) - South Surrey
Coast Capital Savings
Surrey, Brit
- Part-time
Added 4 days ago
CC
Member Services Representative (Part-time) - Georgia Branch
Coast Capital Savings
Vancouver, BC
- Part-time
Added 5 days ago
Member Advice Specialist - Langley Branch
Coast Capital Savings
Langley (District), BC · Langley, Brit
Added 8 days ago
Member Services Representative
Coast Capital Savings
Delta, BC
Added 10 days ago
Small Business Manager
Coast Capital Savings
Surrey, Brit
Added 10 days ago
Member Advice Specialist - Walnut Grove Branch
Coast Capital Savings
Langley (District), BC · Langley, Brit
Added 11 days ago
Assistant Manager, Member Services - Cloverdale Branch
Coast Capital Savings
Surrey, Brit
Added 16 days ago
Member Advice Specialist - Fleetwood Branch
Coast Capital Savings
Surrey, Brit
Added 22 days ago
Member Services Representative - Beverly Corners Branch (Duncan)
Coast Capital Savings
Duncan, BC
Added 24 days ago
Relationship Manager - Surrey Branches
Coast Capital Savings
Surrey, Brit
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date
Added 1 month ago
CC
Member Services Representative (Part-time) - Metrotown Branch
Coast Capital Savings
Burnaby, BC
- Part-time
Added 1 month ago
Senior Risk & Controls Testing Specialist (Compliance Testing)
Coast Capital Savings
Toronto, ON · Surrey, Brit
Added 1 month ago
Member Advice Specialist - Kelowna Branch
Coast Capital Savings
Kelowna, BC
Added 1 month ago
Senior Testing and Quality Assurance Specialist
Coast Capital Savings
Toronto, ON · Surrey, Brit
Added 1 month ago
Financial Associate - MFDA
Coast Capital Savings
Victoria, BC
Added 1 month ago
Financial Associate - MFDA
Coast Capital Savings
Richmond, BC
Added 3 months ago
Relationship Manager - Ready Now (Victoria Region) dy Now
Coast Capital Savings
Victoria, BC
Added 2 months ago
Member Advice Specialist - Westshore Branch
Coast Capital Savings
Victoria, BC
Certificate in Investment Funds in Canada or equivalent is a must have requirement at the time of application
Added 2 months ago
Senior Financial Advisor - Metrotown
Coast Capital Savings
Burnaby, BC
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date
Added 2 months ago
Senior Financial Advisor - Metrotown
Coast Capital Savings
Burnaby, BC
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date

No more jobs.

Coast Capital Savings

Member Advice Specialist - Westshore Branch

Victoria, BC, V9B 5E3, Canada

Starting Salary Range: $56,300.00 - $67,600.00 · Full-time

Apply on careers.coastcapitalsavings.com About employer

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Job details

Pay: Starting Salary Range: $56,300.00 - $67,600.00
Job type: Full-time
Posting language: English
Posted: Aug 25, 2026

Original job description

Location(s): Westshore Branch

Job Type: Full Time Regular

myWork Program: Office

Starting Salary Range: $56,300.00 - $67,600.00

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 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

Certificate in Investment Funds in Canada or equivalent is a must have requirement at the time of application .
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.
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 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 accessibility@coastcapitalsavings.com 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.

Apply on careers.coastcapitalsavings.com About employer

More about this job

Responsibilities

The Member Advice Specialist provides exceptional customer service and financial advice while proactively identifying sales and referral opportunities. They are responsible for managing retail banking tasks, ensuring regulatory compliance, and working collaboratively within the branch team.

Requirements

Candidates must possess a Certificate in Investment Funds in Canada and have at least three years of experience in a bank or credit union. A post-secondary education in finance, business administration, or a related field is preferred.

Skills

Retail banking
Sales
Customer service
Financial advice
Lending
Investments
Relationship building
Teamwork
Multi-tasking
Attention to detail
Communication
Product promotion
Regulatory compliance

Visa sponsorship

Not detected in the job text

Keywords

Retail banking
Member advice
Mutual funds
Term deposits
RRSPs
Internet banking
Chequing accounts
Overdraft protection
Sales targets
Financial well-being
Regulatory requirements
Investment Funds in Canada
Finance
Business administration
Credit union
Lending
Investments
Customer experience

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