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As a member-owned cooperative, were helping our members with their real goals and real challenges so they can live the real life they want. Its what weve been doing for over 80 years, and its why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community almost $90 million since 2000 alone because when our members do well, we believe our communities should do well too.

2 Jobs Found

Financial Planner Full-time Job

Coast Capital

Financial Services   Surrey
Job Details

Location(s): Help Headquarters 

Job Type: Full Time 

myWork Options: In-person, Hybrid

Background Screening Requirement: 

  • Enhanced Criminal Record Check
  • Credit Check
  • Employment Verification
  • References

What’s the job?

 

As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members.  You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.  

 

What you’ll get to do:

 

  • Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
  • Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
  • Lead with advice, counselling members on investment strategies and other financial decisions;
  • Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
  • Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
  • Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;

 

Who are we looking for?

 

Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.

 

Key skills required:

 

  • 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
  • CFP designation required;
  • TEP and/or CPA designation are an asset;
  • Eligible to be registered with the BC Securities commission to sell mutual funds;
  • Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
  • Familiarity with financial planning software, Morningstar & Salesforce programs;
  • Demonstrated sales skills with an ability to self-source business as well as referral business;
  • Advanced knowledge of a variety of investment products;
  • Solid knowledge with life insurance products and administration.

Financial Planner

Coast Capital
Surrey
  Financial Services Full-time
Location(s): Help Headquarters  Job Type: Full Time  myWork Options: In-person, Hybrid Background Screening Requirement:  Enhanced Criminal Record Check Credit Check Employment Ver...
Learn More
Jul 29th, 2024 at 12:58

Customer Services Representative Part-time Job

Coast Capital

Customer Service   Surrey
Job Details

Location(s): Cloverdale Branch 

Job Type: Part Time 

myWork Options: In-person

Starting Salary Range: $22.35-$26.56

Background Screening Requirement: 

  • Enhanced Criminal Record Check (every 5 years)
  • Credit Check (every 5 years)
  • Social Media Check (every 5 years)
  • Identity Verification 
  • Education Verification
  • Employment Verification
  • References

What’s the job?

 

On any given shift you will be the face of Coast Capital in the branch and balance a friendly advice and service approach with demonstrated ability to proactively listen and identify opportunities to deepen member relationships. By providing our members with support and financial advice, we help them Build a Better Future, Together. While this job is posted as a Customer Service Representative, internally, we title it a Member Service Representative, always putting members at the centre of everything we do.

 

This is a part-time position with a minimum of 15 hours per week, up to 30 hours per week depending on branch staffing need. Our Cloverdale branch is open Tuesday to Saturday and we are looking for candidates with availability on Wednesdays and Fridays at minimum.

 

What you’ll get to do:

 

  • Be the first friendly face our members see at Coast Capital by exhibiting our Coast Capital values;
  • We build connection.
  • We act with courage.
  • We re-imagine.
  • Build relationships with member and deliver an outstanding member experience by meeting their initial needs and proactively identifying future opportunities through money chats and so much more!
  • Educating members on our alternate channels (online banking and mobile platforms) to deliver a memorable member experience
  • Contribute to team results through listening, spotting opportunities and partnering with other Coast Capital team members to best meet our members financial needs
  • Build a strong understanding of how Coast Capital Savings assists in providing financial well-being to our members
  • Create a positive member experience by proactively taking ownership of resolving and preventing member banking issues.
  • Be the first line of defense by being on the lookout for any counterfeit money or illegal transactions that may occur.

 

Who are we looking for?

To be successful as a Member Service Representative in a Coast Capital branch, you must be positive, team-oriented individual with the following knowledge, skills and abilities.

  • Communication – You have strong verbal English communication skills and are comfortable having sensitive conversations with members.
  • Active Listening – You listen to your customer and ensure you identify the challenge they may have so you can work towards a positive outcome.
  • Empathy – You understand a bank account is more than numbers on a screen and you can show understanding and respect for whatever situation a member might be in.
  • Initiative – You don’t sit and wait for something to do. You see something that needs to be done, and do it.
  • Problem Solving – You find job satisfaction by identifying a member problem and work towards solving it with them.
  • Curiosity – You are a life-long learner who loves to grow their understanding of the financial world.
  • Advisory – You are comfortable identifying opportunities and suggesting Coast Capital products to our members by referring them to other specialists within our organization.
  • Adaptability – You happily handle whatever situation comes your way.
  • Motivation – You are a self-motivated, positive and are looking to grow your career in customer service and/or banking.
  • Integrity – You follow the documented process and do the right thing, every time. Even when no one is watching.
  • Legal Eligibility – You are legally entitled to work for any employer. Please note for those candidates interested in applying for a Canadian Permanent residency, this position falls under a C National Occupation Code (NOC).

Customer Services Representative

Coast Capital
Surrey
  Customer Service Part-time
  22.35  -  26.56
Location(s): Cloverdale Branch  Job Type: Part Time  myWork Options: In-person Starting Salary Range: $22.35-$26.56 Background Screening Requirement:  Enhanced Criminal Record Chec...
Learn More
Jul 29th, 2024 at 12:56