Accounting & Finance

Relationship Manager: Personal Finance Advisory

Coast Capital

Kelowna · Regional District Of Central Okanagan · Canada

Coast Capital Savings in Kelowna is seeking a Senior Financial Advisor (Relationship Manager) to serve members with lending, investments and everyday banking needs. You will act as a trusted advisor, uncover opportunities, and deliver personalized financial solutions that fit members' goals.

The role requires at least five years in banking or credit unions, CFSA or equivalent cert, and post-secondary finance education.

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Reference: WJ-3875_12739078

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