Relationship Manager
Coast Capital Savings —Victoria, BC
- De 65 800 $ à 79 000 $ par an
- Temps plein
- Vente
- Service à la clientèle
- Finance
il y a 7 jours
Client Relationship Manager, Commercial Banking - Victoria, BC
Scotiabank —Victoria, BC
- Développement commercial
- Baccalauréat
- Déplacements à prévoir
Professional Wealth Branch Manager
TD Bank —Saanich, BC
- De 115 600 $ à 163 200 $ par an
- Temps plein
- Vente
- Recherche
- Développement commercial
- Congés payés
il y a 1 jour
Senior Relationship Manager, Commercial Banking (Mid-Market)
BMO Financial Group —Victoria, BC
- De 69 000 $ à 129 000 $ par an
- Finance
- Développement commercial
- Baccalauréat
- Bourses d'Études
- Assurance Vie
Direct Investing Senior Relationship Manager, Royal Distinction
Royal Bank of Canada —Victoria, BC
- Temps plein
- Vente
- Développement commercial
- Esprit d'analyse
il y a 1 jour
Manager Credit Structures Intern, Private Banking
Royal Bank of Canada —Victoria, BC
- Temps plein
- Services financiers
Branch Manager (Victoria Area)
Island Savings, a division of First West Credit Union —Victoria, BC
- De 90 400 $ à 115 800 $ par an
- Temps plein
- Microsoft Office
- Développement commercial
- Baccalauréat
- Congés payés
Associate, Commercial Real Estate
Coast Capital Savings —Victoria, BC
- De 65 800 $ à 79 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Member Advice Specialist
Coast Capital Savings —Victoria, BC
- De 56 300 $ à 67 600 $ par an
- Temps plein
- Vente
- Finance
- Mathématiques
il y a 1 jour
Branch Manager
BMO Financial Group —Victoria, BC
- De 69 000 $ à 129 000 $ par an
- Temps plein
- Développement commercial
- Esprit d'analyse
- Expérience en supervision
- Bourses d'Études
- Assurance Vie
Developing Investment Advisor (Vancouver Island)
TD Bank —Victoria, BC
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Développement commercial
- Baccalauréat
- Congés payés
Investment Advisor Assistant
Ventum Financial Corp. —Victoria, BC
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Logiciels de GRC/CRM
Postuler rapidement
Regional Sales Manager, BMO InvestorLine
BMO Financial Group —Victoria, BC
- De 69 000 $ à 129 000 $ par an
- Fins de semaine au besoin
- Service à la clientèle
- Salesforce
- Capacités de présentation
- Bourses d'Études
- Assurance Vie
Investment Advisor
Ventum Financial Corp. —Victoria, BC
- Temps plein
- Développement commercial
- Capacités de présentation
- Compétences en communication
Postuler rapidement
Investment Advsior
Royal Bank of Canada —Victoria, BC
- Temps plein
- Développement commercial
- Services financiers
- Affaires
Assistant Branch Manager (Salt Spring Island)
Island Savings, a division of First West Credit Union —Salt Spring Island, BC
- De 64 400 $ à 82 500 $ par an
- Temps plein
- Service à la clientèle
- Microsoft Office
- Développement commercial

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Manager, Business Risk Management, AML
Scotiabank —Toronto, ON
Collaborate with partner groups (Global AML Operations, AML Risk, Canadian Banking AML) to adapt and implement enterprise-wide AML/Sanctions program for Global…
Senior Manager, Strategy and Business Analysis
Capital One - CA —Toronto, ON
In this role, you will be responsible for identifying and evaluating new business opportunities, including products, marketing strategies, and partnerships, and…

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking relationship manager (victoria, bc)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de Workopolis.

Relationship Manager

Coast Capital Savings
Victoria, BC

Postuler dès maintenant

Détails du poste

Temps plein
Il y a 7 jours

Compétences

Investissement
Recommandation de produits
Finance
Vente
Service à la clientèle
Études postsecondaires
Développement des relations avec la clientèle
Finance
Orientation vers les ventes
Gestion de la relation client
Orientation axée sur le service à la clientèle
Services financiers
Consultation auprès de la clientèle
Affaires
Acquisition de clients

Description complète du poste

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 - Westshore Branch

Aug 19, 2026

Location(s): Westshore 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.

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.
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.

Postuler dès maintenant

Affinez votre recherche

banking relationship manager emplois - victoria, bc

Relationship Manager

Client Relationship Manager, Commercial Banking - Victoria, BC

Professional Wealth Branch Manager

Senior Relationship Manager, Commercial Banking (Mid-Market)

Direct Investing Senior Relationship Manager, Royal Distinction

Manager Credit Structures Intern, Private Banking

Branch Manager (Victoria Area)

Associate, Commercial Real Estate

Member Advice Specialist

Branch Manager

Developing Investment Advisor (Vancouver Island)

Investment Advisor Assistant

Regional Sales Manager, BMO InvestorLine

Investment Advisor

Investment Advsior

Assistant Branch Manager (Salt Spring Island)

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : banking relationship manager (victoria, bc)

Relationship Manager - Westshore Branch

Why join Coast Capital Savings?

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact