Commercial Banking Advisor — Client Growth
1 week ago
A leading financial institution in Kelowna is looking for a Commercial Banking Advisor. This role involves providing exceptional service and solutions to commercial clients, collaborating with Account Managers, and maintaining strong client relationships. The ideal candidate has a service-oriented background with proven sales success and is experienced in using technology in client interactions. Join a supportive, dynamic environment to help clients thrive and communities prosper. Competitive compensation and comprehensive benefits are offered.
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Commercial Banking Advisor
1 week ago
Kelowna, Canada RBC Full timeJob DescriptionWhat is the opportunity?By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented team, a key partner to the Relationship Manager, Commercial Financial Services and their clients. This role will be attractive to...
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Banking Advisor: Create Client Impact
1 week ago
Kelowna, Canada National Bank of Canada Full timeA leading financial institution in Canada is seeking a Banking Advisor to provide tailored solutions for clients' financial needs. Ideal candidates will possess a college diploma and a mutual fund representative licence, alongside strong advisory experience. You'll engage with clients, ensuring satisfaction while working in a collaborative team. This role...
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Manager of Commercial Banking Advisors
5 days ago
Kelowna, BC VY W, Canada RBC Full timeJob DescriptionWhat is the opportunity?This leadership role drives the Commercial Banking Advisor (CBA) team to deliver on Commercial Financial Services' strategic business priorities. The Manager, Commercial Banking Advisors actively coaches the team with the intention of developing a high level of employee capability and engagement. Working closely with...
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Business Banking Advisor
1 week ago
Kelowna, British Columbia, Canada First West Credit Union Full timeDescriptionWe are currently seeking a Business Banking Advisor to join our team.This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with...
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Kelowna, Canada Scotiabank Full timeRequisition ID: 244446Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are...
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Kelowna, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM. Partnering with Service team to ensure satisfactory onboarding of clients. These clients will be both borrowing (under $5MM) and non-borrowing. Borrowing Clients typically have standard to moderate complexity...
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Business Banking Advisor
6 days ago
Kelowna, Canada Envision Financial Full timeWe are currently seeking a Business Banking Advisor to join our team.This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and...
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Kelowna, Canada Summit Commercial Solutions Full timeA leading commercial insurance brokerage in Kelowna seeks a Tenant Insurance Advisor to manage the client experience for tenant insurance policies. This position involves responding to inquiries, guiding clients through their policy lifecycle, and enhancing operational efficiency. The ideal candidate has over a year of experience in customer support or...
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Kelowna, Canada Summit Commercial Solutions Full timeA leading commercial insurance brokerage in Kelowna seeks a Tenant Insurance Advisor to manage the client experience for tenant insurance policies. This position involves responding to inquiries, guiding clients through their policy lifecycle, and enhancing operational efficiency. The ideal candidate has over a year of experience in customer support or...
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(s): Canada : British Columbia : Kelowna Scotiabank Global Site Full timeRequisition ID: 244446Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Relationship Manager (CRM) possesses a good understanding of financial products and services and focuses on delivering the full bank offering and driving primacy in relationships with our clients. They are responsible for...