Independent Financial Advisor
4 weeks ago
A leading financial services provider in Canada is seeking an entrepreneurial-minded Financial Advisor to manage an independent insurance agency. You will build strong community ties and foster long-term client relationships while leveraging exclusive tools to guide clients in meeting their financial security needs. The ideal candidate has 3-5 years of management experience in insurance and holds relevant licenses. This role offers a competitive compensation package plus commission.
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Independent Financial Advisor
3 weeks ago
Penticton, Canada Co-operators Full timeA leading financial services provider in Canada is seeking an entrepreneurial-minded Financial Advisor to manage an independent insurance agency. You will build strong community ties and foster long-term client relationships while leveraging exclusive tools to guide clients in meeting their financial security needs. The ideal candidate has 3-5 years of...
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Financial Advisor
7 days ago
Penticton, British Columbia, Canada First West Credit Union Full time $60,000 - $100,000 per yearDescriptionWe are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...
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Financial Advisor
3 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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Financial Advisor
3 weeks ago
Penticton, Canada Co-operators Full timeJoin to apply for the Financial Advisor role at Co-operators The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of...
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CA Financial Advisor
4 days ago
Penticton, Canada Edward Jones Full timeJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...
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Member Solutions Advisor
4 days ago
Penticton, Canada Envision Financial Full timeWe are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions...
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Financial Advisor
2 weeks ago
Penticton, Canada Co-operators Full timeThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...
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Financial Advisor
1 week ago
Penticton, Canada Co-operators Full timeThe Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community...
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Own Your Insurance Agency
2 weeks ago
Penticton, Canada Co-operators Full timeAn established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance...
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Senior Financial Advisor
2 days ago
Penticton, Canada First West Credit Union Full timeDescription We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...