Nanaimo, Bc Relationship manager Jobs – 155 Openings This Week

Client Relations Assistant 2 - Union
Coastal Community Credit Union —Nanaimo, BC
- $47,402.04–$57,456.00 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Automotive Sales Manager - Volkswagen Victoria
Volkswagen Victoria —British Columbia
- $95,000–$135,000 a year
- Full-time
- Management
- Sales
- Analysis skills
- Commuter benefits
- Disability insurance
Quick apply
Client Relations Assistant 2 - Union
Coastal Community Credit Union —Nanaimo, BC
- $47,402.04–$57,456.00 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Client Services Manager, Central Island
Commissionaires Victoria, The Islands And Yukon —Nanaimo, BC
- $70,000–$75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Product Delivery Specialist - BMW/MINI Nanaimo
Audi Nanaimo —Nanaimo, BC
- $47,625–$62,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
- Store discount
- Dental care
Quick apply
Home Care Services Manager
Shack Shine —Nanaimo, BC
- $38.50 an hour
- Weekends as needed
- Sales
- Customer service
- Microsoft Office
Quick apply
9d
Sales and Marketing
Confidential —Nanaimo, BC
- $35,700.00–$105,581.86 a year
- Part-time
- Hybrid work
- Sales
- Business development
- Communication skills
- Work from home
- Flexible schedule
Quick apply
3h
Floating Store Manager
Grafton Apparel (Tip Top, George Richards and Mr. Big & Tall Menswear) —Nanaimo, BC
- Full-time
- Sales
- Cashiering
- Travel
- Store discount
- Disability insurance
Quick apply
12d
Business Development Manager - Sales Director
The EDGE Benefits —British Columbia
- $70,000–$90,000 a year
- Full-time
- Sales
- High school diploma or GED
- Business development
- Wellness program
- Mileage reimbursement
Quick apply
Remote Sales Specialist
HMG Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
14d
Senior Business Relationship Manager - Real Estate
Coastal Community —Nanaimo, BC
- $81,156–$117,970 a year
- Remote
- Business development
- Analysis skills
- Bachelor's
4d
Practice Advisor
Groupe SOI —British Columbia
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Wellness program
- Dental care
Quick apply
12d
Remote Customer Service and Sales
HMG Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
14d
Remote Sales Specialist
HMG Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
14d
Senior Analyst, Cost / Accountant
Elk Valley Resources —British Columbia
- $106,000–$131,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Disability insurance
6d
Assistant Manager - Millway Market
Gas n Go General Stores & Markets —Nanaimo, BC
- $22–$23 an hour
- Weekends as needed
- Bilingual
- Sales
- Inventory management
Quick apply
Remote Sales Executive
Pacific Canadian Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
1d
Remote Customer Service and Sales
HMG Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
14d
Remote Sales Agent
Pacific Canadian Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
1d
Remote Sales Specialist
Pacific Canadian Careers —Nanaimo, BC
- $69,000–$150,000 a year
- Full-time
- Remote
- Sales
- Customer service
- Computer skills
- Dental care
- Flexible schedule
Quick apply
1d

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Client Relations Assistant 2 - Union

Coastal Community Credit Union -
Nanaimo, BC

Apply Now

Job details

Permanent
$47,402.04–$57,456.00 a year
1 day ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Microsoft Office
Interviewing
Computer skills
Financial services
CSC
Leadership
Communication skills

Full job description

**Posting Deadline: Please submit your application by 11:59 PM PST, July 20, 2026**

Position Type: Temporary

Duration: Approximately ninety (90) days

**Please note for 90 day temporary postings the Canadian Securities Course is not required.

Together, Let’s Do Great Things!

We're a financial services co-operative with an expansive reach on Vancouver Island, the Gulf and Discovery islands and North Central BC. Joining us is your chance to work, and do good, locally. We are looking for a Client Relations Assistant, so if you’re passionate about improving people’s financial health and have experience supporting a wealth management team, we’d like to hear from you!

What’s the role?

As a Client Relations Assistant, under general supervision and within established guidelines, you will be responsible to provide administrative and sales support activities to our team of Consultants and clients in order to develop, build, maintain, attract, and expand relationships. As the Client Relations Assistant you will provide friendly, professional service in an efficient, financially responsible manner. In addition, you must be a self-motivated individual who has the ability to identify and resolve situations independently or with limited guidance and multitask within a high functioning team.

Your duties will include:

Follow up on security transactions, transfers, periodic plans, and all other transactional paperwork as required.
Handle and resolve all aspects of client service related issues whether incoming or outgoing including follow up on transactional issues, booking appointments, and other related tasks as required.
Work with Consultants and Senior Client Relations Assistants to complete complex documentation such as estate documentation with Executors/Beneficiaries/Accountants/Lawyers, Stock Certificates, Swaps, Trust & Estate, etc.
Meet existing and prospective clients’ needs by actively listening, promoting, and cross-selling all Wealth Management products as well as Coastal Community’s full product and services offerings.
Pursue business development opportunities by identifying and acting upon leads through sales and marketing campaigns, telemarketing, networking, community and business related endeavours.
Prepare professional correspondence and reports including meeting preparation documents and input into financial planning software.
Support a paperless office environment by imaging and storing documents as per processing standards.
Input and maintain CRM software.
Once licensed and within departmental guidelines, process security related transactions with written authorization from the Consultant/Manager.
Actively participate in team meetings.
Perform reception duties as required.
Perform related duties as required.

What are we looking for?

Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook and will be eligible to be IIROC licensed as an Investment Representative within six months of their start date.
A minimum 2 years investment industry experience and 1 year financial services experience are required.
Proficiency with MS Office (Word, Excel, PowerPoint, and Outlook) is required and CRM software.
Thrives in an energetic, ambitious, results-oriented sales environment.
Proven track record of achieving superior results

Ideally, you are a flexible, collaborative team player with:

Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
Enjoy working with the public, be professional in appearance and be capable of providing on the job guidance to others.
Good communication skills and the ability to articulate in a clear, concise manner are required to transfer information and understanding to members and influence non-members to join Coastal Community Credit Union. Interviewing skills and the ability to ask analytical and thorough questions are required.

In addition, the incumbent will:

Have freedom to work within a team under broad direction rather than direct supervision. This position requires the ability to independently seek resources and guidance to fulfill responsibilities.
Have demonstrated leadership and the ability to work independently to meet deadlines within a fast paced environment
Have excellent interpersonal skills
Have meticulous attention to detail and excellent organization and problem solving skills
Have excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Have the ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Have interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Established in 1946, Coastal Community Credit Union puts people's needs first and invests in communities across Vancouver Island, the Discovery and Gulf Islands, and in North Central BC. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here in BC.
We’re a growing organization with $5.6 billion in assets under management.
Coastal Community helps improve the financial health of over 110,000 members as well as insurance and wealth clients through our 32 branches, 19 insurance offices, our business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home through grants, education awards, sponsorships, and fundraising.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $47,402.04 to $57,456.00

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

Apply Now

Refine Your Search

relationship manager jobs in nanaimo, bc

Client Relations Assistant 2 - Union

Automotive Sales Manager - Volkswagen Victoria

Client Relations Assistant 2 - Union

Client Services Manager, Central Island

Product Delivery Specialist - BMW/MINI Nanaimo

Home Care Services Manager

Sales and Marketing

Floating Store Manager

Business Development Manager - Sales Director

Remote Sales Specialist

Senior Business Relationship Manager - Real Estate

Practice Advisor

Remote Customer Service and Sales

Remote Sales Specialist

Senior Analyst, Cost / Accountant

Assistant Manager - Millway Market

Remote Sales Executive

Remote Customer Service and Sales

Remote Sales Agent

Remote Sales Specialist

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