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Added 18 mins ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
Serve as principal technology advisor to senior management, presenting authoritative recommendations on major risks, opportunities, investments and decisions with organization-wide…
Added 3 hours ago
AC
Senior Manager, Canadian Corporate Tax
ACCA Careers
Markham, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 3 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
Our Human Resources Strategic Business Advisor (SBA) group is part
Added 3 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Chief Operating Officer, the Senior Director, Enterprise Technology Services provides enterprise leadership for FCM's technology strategy, digital platforms, cybersecurity,…
Added 3 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 3 hours ago
FO
Government Relations Lead
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Serve as a trusted advisor to senior leadership, providing analysis, political intelligence, options, and recommendations on merging issues, stakeholder dynamics, government priorities, and…
Added 3 hours ago
FO
Director, Business Development and Network Engagement
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
Reporting to the Senior Director, Programs and Networks, the Director, Business Development provides strategic and operational leadership for FCM's business development function and growth…
Added 5 hours ago
MC
Technical Consultant III (35732)
Myticas Consulting
Toronto, ON
- Full-time
Technical Consultant III (Software Engineer, Senior/Lead)
Added 7 hours ago
AC
Senior Accountant, Indigenous External Financial Advisory Services
ACCA Careers
Prince George, BC
- Full-time
Make an impact as a Senior Accountant with our Indigenous External Financial Advisory Services team. This diverse team of professionals works with more than 270 Indigenous peoples, groups…
Added 14 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Instruction and advice is provided to senior administration, administrators, faculties, departments and account holders regarding:
Added 15 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
…consultative skills. In this role, you’ll serve as a trusted advisor to public sector clients, helping them achieve their organizational goals through the power of bestinclass budgeting…
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 1 day ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 1 day ago
B
Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
…are presenting cyber risk and investment recommendations to senior…
Added 1 day ago
AC
Senior Accountant, Tax
ACCA Careers
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 day ago
AC
Senior Accountant, International Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our International Corporate Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mitchell, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
IH
Medical Leadership - Urgent and Primary Care Centre
Interior Health Authority
Vernon, BC
- Full-time
Reporting To The Senior Medical Director And In Partnership With The Vernon Silver Star Operational Leadership Team, The Medical Director Works Within a Collaborative Space That Includes

Coast Capital Savings

Relationship Manager - Surrey Branches

Surrey, BC, V3S 9H7, Canada

Starting Salary Range: $65,800.00 - $79,000.00 · Full-time

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Job details

Pay: Starting Salary Range: $65,800.00 - $79,000.00
Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Sep 26, 2026

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.

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 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.

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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 act as a brand ambassador, deepening member relationships through trusted advice and proactive engagement.

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 education in finance or business and the Investment Funds in Canada certification are also required.

Skills

Banking
Lending
Investment
Customer Service
Sales
Financial Advice
Relationship Management
Member Acquisition
Financial Planning
Multi-tasking
Attention To Detail
Communication

Visa sponsorship

Not detected in the job text

Keywords

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

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