About this role
Relationship Manager - Kelowna Branch (Kelowna, British Columbia, CA, V1Y 4A9) at Coast Capital Savings. Location: Kelowna, British Columbia, Canada. Role: identifying opportunities, advising members, building relationships Requirements: Minimum 5 years of banking/credit union experience; post-secondary education in finance/business preferred; CFSA (or PFP/CFP/QAFP) and Investment Funds in Canada required or to be obtained; enhanced background checks. Category: Sales Seniority: Senior Level Certifications: cfsa, pfp, cfp, qafp, investment funds in canada Commitment: Full Time Workplace: Onsite Languages: English