Autoplan, Client Advisor

**The Company** CapriCMW is a uniquely independent, employee-owned insurance and risk management company, recognized as one of Canada’s top commercial insurance brokers. With decades of experience and specialized knowledge in local sectors, CapriCMW has served as trusted advisors to businesses and individuals since 1975. We provide general insurance...

Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. In this role, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs and providing help and advice.Key ResponsibilitiesProactively engage with clients to...

Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

Job OpportunityWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor Intern. As a key member of our team, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide...

We put our people first. As an employer of choice, Acera Insurance, formerly _CapriCMW Insurance_, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...

About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support in the financial planning process, ensuring that clients receive tailored solutions...

About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support in the financial planning process, ensuring that clients receive tailored solutions...

Salary: **About Acera Insurance** Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that...

We put our people first. As an employer of choice, Acera Insurance, _formerly CapriCMW Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...

Client Advisor, Personal InsuranceWe're seeking a highly skilled and dedicated Client Advisor to join our team at Acera Insurance. As a Client Advisor, you will be responsible for servicing the needs of our personal insurance clientele, managing and growing a specific book of business, and providing exceptional customer service.Key...

Client Advisor, Personal InsuranceWe're seeking a highly skilled and dedicated Client Advisor to join our team at Acera Insurance. As a Client Advisor, you will be responsible for servicing the needs of our personal insurance clientele, managing and growing a specific book of business, and providing exceptional customer service.Key...

About the RoleWe are seeking a highly skilled Client Experience Specialist to join our team at The Canada Life Assurance Company. As a key member of our organization, you will play a vital role in delivering exceptional client experiences and supporting our advisors in their daily activities.Key ResponsibilitiesProvide exceptional client service through...

About the RoleWe are seeking a highly skilled Client Experience Specialist to join our team at The Canada Life Assurance Company. As a key member of our organization, you will play a vital role in delivering exceptional client experiences and supporting our advisors in their daily activities.Key ResponsibilitiesProvide exceptional client service through...

Job Title: Client Advisor, Auto InsuranceWe are seeking a highly skilled and motivated Client Advisor to join our team in Penticton. As a Client Advisor, you will be responsible for advising, explaining, promoting, and selling insurance policies to ensure our clients are correctly insured.Key Responsibilities:Provide auto and other types of insurance,...

Job Title: Client Advisor, Auto InsuranceWe are seeking a highly skilled and motivated Client Advisor to join our team in Penticton. As a Client Advisor, you will be responsible for advising, explaining, promoting, and selling insurance policies to ensure our clients are correctly insured.Key Responsibilities:Provide auto and other types of insurance,...

Job SummaryThe Client Experience Specialist will be the primary point of contact for clients, providing exceptional service and support to ensure a positive experience. This role will involve responding to client inquiries, coordinating meetings, and ensuring that all client requests are met in a timely and professional manner.Key Responsibilities:Respond to...

Job SummaryWe are seeking a highly skilled and motivated Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized solutions.Focus on...

Job SummaryWe are seeking a highly skilled and motivated Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized solutions.Focus on...

Auto Insurance Advisor RoleWe are seeking a skilled Auto Insurance Advisor to join our team at Acera Insurance. As an Auto Insurance Advisor, you will be responsible for advising, explaining, promoting, and selling insurance policies to ensure our clients are correctly insured.Key Responsibilities:Provide auto and other types of insurance, including...