Private Client Advisor | Personal Lines — Hybrid Growth
4 weeks ago
A leading commercial insurance brokerage in Kelowna is looking for an individual to advise on property and automobile insurance. The role includes negotiating the best coverage for clients and managing personal lines while driving growth. A Level 2 insurance license and experience with high-net-worth clients are preferred. The company offers flexible hybrid work and comprehensive benefits in a modern workspace.
#J-18808-Ljbffr
-
Kelowna, Canada Summit Commercial Solutions Full timeA leading commercial insurance brokerage in Kelowna is looking for an individual to advise on property and automobile insurance. The role includes negotiating the best coverage for clients and managing personal lines while driving growth. A Level 2 insurance license and experience with high-net-worth clients are preferred. The company offers flexible hybrid...
-
Private Client Advisor, Personal Lines — Growth
3 weeks ago
Kelowna, Canada Summit Full timeA boutique commercial insurance brokerage in Kelowna seeks an experienced insurance professional to advise clients on Property and Automobile Insurance while managing the entire policy lifecycle. The ideal candidate has a Level 2 insurance license and 2+ years of experience in personal lines insurance. This position offers a modern hybrid workspace and...
-
Private Client Advisor
3 weeks ago
Kelowna, Canada Summit Full timeAbout Summit Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—Sustainability, Ownership,...
-
Private Client Advisor
2 weeks ago
Kelowna, Canada Summit Commercial Solutions Full timeBuilding the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact...
-
Private Client Advisor
2 weeks ago
Kelowna, Canada Summit Commercial Solutions Full timeBuilding the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact...
-
Private Client Advisor
23 hours ago
Kelowna, British Columbia, Canada Summit Full time $65,000 - $90,000 per yearAbout SummitBuilding the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—Sustainability, Ownership, Transparency,...
-
Wealth Advisor for UHNW Clients
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
-
Insurance Advisor | Hybrid Role with Growth
3 weeks ago
Kelowna, Canada Western Coast Insurance Services Full timeA leading insurance broker is seeking an Insurance Advisor to join their team with hybrid opportunities in Canada. The role requires a General Insurance Level 2 License and strong sales and communication skills. Responsibilities include managing client accounts, compliance review, and contributing to business growth through sales. This position offers a...
-
Private Client Advisor
4 weeks ago
Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada TalentSphere Staffing Solutions Full timePrivate Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...
-
Private Client Advisor – Remote
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeAbout The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...