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Added 1 month ago
General Manager - Small Format
Indigo Books & Music
Grande Prairie, AB · Grand Prairie, Alberta
$42,500 to $68,500 CAD / year
Full-time
…by our culture and our mission of adding joy. Your role as a General Manager with Coles, IndigoSpirit or Smithbooks is one of collaboration, innovation, inspiration, support, and coaching…
Added 1 month ago
Project Coordinator
Securitas Technology Canada Corporation
Mississauga, ON
Full-time
…start to finish in coordination with the Regional Installation Manager, Project Managers and/or Director Installation Operations Canada, interfacing with internal technician resources and…
Added 12 days ago
Architectural Coordinator
E2 + Associates
Calgary, AB
Full-time
Work with the Production Manager on final format of Architectural Guidelines and presentation of marketing material
Added 2 months ago
Project Coordinator - Engineering
TransLink
Vancouver, British Columbia
Full-time
…proposed project; identifies resources and seeks assistance or information and input as needed; assists in determining the need for external resources; assists in developing, planning, and…
Added 4 months ago
Office Administrator
Dillon Consulting Limited
Ottawa, Ontario
Full-time
Ability to clearly present information and updates in small group settings or team meetings
Added 23 days ago
Senior Financial Advisor - Kelowna Branch
Coast Capital
Kelowna, BC
Full-time
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 11 days ago
Senior Financial Advisor - Kelowna Branch
Coast Capital Savings
Kelowna, BC
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 21 days ago
Relationship Manager - Ready Now (Victoria Region) dy Now
Coast Capital
Langley (District), BC · Langley, BC
Full-time
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 1 month ago
Relationship Manager - Ready Now (Victoria Region) dy Now
Coast Capital Savings
Victoria, BC
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 1 month ago
Senior Financial Advisor - Metrotown
Coast Capital
Burnaby, BC
Full-time
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 16 days ago
Senior Financial Advisor - Metrotown
Coast Capital Savings
Burnaby, BC
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 1 month ago
Relationship Manager - Surrey and Langley Branches
Coast Capital Savings
Surrey, Brit
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 16 days ago
Senior Financial Advisor - Metrotown
Coast Capital Savings
Burnaby, BC
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 23 days ago
Relationship Manager - Surrey and Langley Branches
Coast Capital Savings
Surrey, Brit
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Added 25 days ago
Manager, Commercial Real Estate
Fairstone Bank
Toronto, ON
Full-time
Analyze and provide written recommendations in Term Sheet format (decision ready) on investment proposals requiring approval in accordance with HTC’s Policy and Guidelines and general…
Added 26 days ago
Manager, Commercial Real Estate
Fairstone Bank
Toronto, ON
Full-time
Analyze and provide written recommendations in Term Sheet format (decision ready) on investment proposals requiring approval in accordance with HTC’s Policy and Guidelines and general…
Added 5 months ago
Commercial Lines Account Manager
People Corporation
Remote, Canada
Full-time · Remote
…partner of choice for clients ranging from a sole trader or small professional firm, to manufacturers and contractors with revenues in excess of $50m. We cover all your needs, including…
Added 5 days ago
Chemical Technologist
Auxilium Health
Oshawa, ON
$45,000 to $60,000 CAD / year
Full-time
GENERAL RESPONSIBILITIES & ESSENTIAL FUNCTIONS
Added 6 days ago
Laboratory Technologist - Oilfield Cementing
Sanjel Energy Services Inc
Grande Prairie, AB
The Technologist - Laboratory will report directly to Manager - Laboratory and will be located at our Grande Prairie facility. The technologist will carry out duties as directed by the…
Added 4 months ago
HSE Coordinator
Strike Group
Crossfield, Alberta
Full-time
Work with manager and superintendent on daily basis to coordinate activities such as SSSPs, pre-job HIACs, site visits/inspections, incident reports and other daily HSE matters
Added 17 days ago
Events & Operations Specialist
Skills For Change Metro
Toronto, ON
Up to $29.14 CAD / hour
…events as well as being responsible for executing multiple small to medium events that support our sustainability programming. Events include media launches, symposiums, recruitment and/or…
Added 18 days ago
Senior Relationship Manager, Equipment Finance - Winnipeg
Scotiabank
Winnipeg, MB
The SRM is also responsible for influencing the Commercial Bank's sales and credit teams, as well as Small Business Banking to sell Scotia Leasing's products to their clients and prospects.…
Added 3 months ago
Senior Claims Examiner
Government of Alberta
Edmonton, Alberta
…the cost of accidental loss or damage arising from property, general, and other lines of, liability, automobile, and other risks. The Claims Management Branch is responsible for the…
Added 1 month ago
Maintenance Technician
Parkbridge
Spruce Grove, AB
Full-time
Reporting to the Community Manager, the Maintenance Technician plays an important role in the day-to-day operation and upkeep of Parkland Village, a residential community of approximately…
Added 1 month ago
Maintenance Technician
QuadReal Property Group
Spruce Grove, AB
Full-time
Reporting to the Community Manager, the Maintenance Technician plays an important role in the day-to-day operation and upkeep of Parkland Village, a residential community of approximately…

Coast Capital Savings

Relationship Manager - Surrey and Langley Branches

Surrey, BC, V3S 9H7, Canada

Pay: Starting Salary Range: $65,800.00 - $79,000.00
Job type: Full-time
Apply by: Sep 27, 2026
Posting language: English
Posted: Aug 28, 2026

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Original job description

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 or Langley.

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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More about this job

Responsibilities

The Relationship Manager identifies lending, credit, and investment opportunities to meet the unique financial needs of members. They also support new member acquisition and deepen existing relationships by providing trusted financial advice.

Requirements

Candidates must have at least five years of experience in a bank or credit union and hold or be willing to obtain a CFSA designation. A post-secondary degree in finance or business and the Investment Funds in Canada certification are also required.

Skills

Relationship management
Financial advising
Lending
Investment products
Customer service
Sales
Banking
Financial planning
Member acquisition
Communication
Multi-tasking
Attention to detail
Financial analysis
Referral generation

Visa sponsorship

Not detected in the job text

Keywords

Relationship Manager
Financial Advisor
Banking
Lending
Investments
CFSA
PFP
CFP
QAFP
Investment Funds in Canada
Customer Experience
Sales
Financial Well-being
Credit Union
Member Acquisition
Finance
Business Administration

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