Relationship Manager (Fixed-term 12 months)
Coast Capital Savings —Surrey, BC
- $65,800–$79,000 a year
- Full-time
- Finance
- Recruiting
- Business
2h
Account Manager II - Brentwood (18-Month Contract)
Vancouver City Savings Credit Union —Burnaby, BC
- $38.32–$42.65 an hour
- Customer service
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
Relationship Manager (On Site)
Prospera Credit Union —Vancouver, BC
- $54,000–$67,500 a year
- Financial services
- In-person
- Communication skills
Quick apply
Group Consultant Intern, RBC Group Advantage
Royal Bank of Canada —Richmond, BC
- Weekends as needed
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Profit sharing
13d
Signature Banker
Scotiabank —Richmond, BC
- Business development
- Bachelor's
- Business
Relationship Manager
Coast Capital Savings —Burnaby, BC
- $65,800–$79,000 a year
- Full-time
- Finance
- Recruiting
- Business
Member Advice Specialist
Coast Capital Savings —Delta, BC
- $56,300–$67,600 a year
- Full-time
- Sales
- Finance
- Recruiting
14d
Financial Planning Consultant
CIBC —Burnaby, BC
- $50,000 a year
- Full-time
- Sales
- Presentation skills
- In-person
Financial Planner, Investment and Retirement Planning
Royal Bank of Canada —Vancouver, BC
- Full-time
Wealth Planning Specialist
Envision Financial, a division of First West Credit Union —Langley, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply
DEALING REPRESENTATIVE (BILINGUAL – MANDARIN & ENGLISH)
Gentai Capital —Richmond, BC
- Bilingual
- English
- Finance
Canadian Private Client Adviser
Fisher Investments —Canada
- Employee assistance program
- Vision care

More jobs to discover

Find similar jobs that you might be interested in.

Account Manager II - Brentwood (18-Month Contract)
Vancouver City Savings Credit Union —Burnaby, BC
Completion of Financial Planning Coursework- You have taken Fundamentals of Personal Financial Planning or Financial Planning 1 and two additional courses in a…
$38.32–$42.65 an hour

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Tangerine Advisor
Tangerine Bank —Toronto, ON
Participate in ongoing professional development; keep up-to-date on financial services/market trends and new Bank initiatives in order to effectively perform in…
Financial Advisor, Investment & Retirement Planning - Ashly Place, Uxbridge, Ontario
Scotiabank —Uxbridge, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

I want to receive the latest job alerts for financial advisor in surrey bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near surrey bc

Relationship Manager jobs in Burnaby, BC

Bilingual Sales Representative jobs in Richmond, BC

Banking Relationship Manager jobs in Surrey, BC

Account Manager jobs in Burnaby, BC

Financial Planner jobs in Vancouver, BC

Site Manager jobs in Vancouver, BC

Regional Sales Manager jobs in Calgary, Ab

Relationship Manager jobs in Oshawa, On

Relationship Manager jobs in Saskatoon, Sk

Relationship Manager jobs in Saskatchewan

Relationship Manager jobs in Edmonton, Ab

Golf Club General Manager jobs in Ontario

Assistant Manager jobs in Surrey, Bc

Automotive Sales Manager jobs in Ottawa, On

Bilingual Sales Representative jobs in Cherry, On

Bilingual Sales Representative jobs in Saint Jean Sur Richelieu, Qc

Bilingual Sales Representative jobs in Brossard, Qc

Medical Representative jobs in Ottawa, On

Financial Service Representative jobs in Ontario

Medical Equipment Sales jobs in Winnipeg, Mb

Relationship Manager (Fixed-term 12 months)

Coast Capital Savings -
Surrey, BC

Apply Now

Job details

Full-time
$65,800–$79,000 a year
2 hours ago

Qualifications

Post-secondary education
Finance
CFP
Recruiting
Business

Full job description

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 deeply committed to making our financial cooperative a great place to work—Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.

Relationship Manager (Fixed-term 12 months) - Grandview Corners

Jun 2, 2026

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 fixed-term position of 12 months based out of the Grandview Corners 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.

Why join Coast Capital Savings?

Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

Apply Now

Refine Your Search

financial advisor jobs in surrey bc

Relationship Manager (Fixed-term 12 months)

Account Manager II - Brentwood (18-Month Contract)

Relationship Manager (On Site)

Group Consultant Intern, RBC Group Advantage

Signature Banker

Relationship Manager

Member Advice Specialist

Financial Planning Consultant

Financial Planner, Investment and Retirement Planning

Wealth Planning Specialist

Estate Planning Specialist

DEALING REPRESENTATIVE (BILINGUAL – MANDARIN & ENGLISH)

Canadian Private Client Adviser

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor in surrey bc

Explore jobs in more locations

Relationship Manager (Fixed-term 12 months) - Grandview Corners

Why join Coast Capital Savings?

Job seeker tools

Employer Tools

Browse

Stay Connected