Financial Services Concierge

5 days ago

Whistler, Canada BlueShore Financial Full time

Financial Services Concierge

The Concierge personifies the Client Intimacy strategy and is the first point of contact for all BlueShore clients. As a Concierge you are responsible for anticipating and uncovering the needs of our clients and identifying sales opportunities upon their arrival to our Financial Spas. As well, this position promotes and educates our clients/potential clients on a wide variety of BlueShore Financial products and services to ensure Client Intimate sales and service.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

**Schedule**: Monday - Friday

**Employee Type**: Full Time

**Job Category**: Client Service and Sales

**Location**: Whistler Branch

**Key responsibilities of this role are**:
Welcomes clients, uncovers/identifies needs and directs/refers clients to the appropriate service delivery channel and/or other specialized staff within the branch; profiles clients/potential clients in an effort to assess needs and ensure sales opportunities are maximized; recognizes specific life events and educates clients on BlueShore Financial's products and services.
Builds rapport and trust with clients and branch staff. Actively uses the Four Pillars of Financial Wellness to ensure Client Intimate service.
Presents creative solutions to clients' queries or complaints.
Proactively promotes, demonstrates and sells alternate banking channels such as Online and Telephone Banking, ATM Services and the Solution Centre.
Works closely with the Managers and the financial services team to ensure a seamless flow of business between the two departments (branch work flow management); directs in-person branch traffic after identifying needs; facilitates personal introduction of client to branch specialist; works in conjunction with Advisory Associates when scheduling appointments for branch staff.

Qualifications and Experience

1-2 years' experience working in a financial institution
Strong customer service skills
Knowledge of lending and investment products an asset

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $48,000 - $56,000. Employment offers are determined by knowledge, experience and internal equity. Plus competitive variable performance bonus.

**What BlueShore Financial can provide you**:
3 weeks of paid vacation to start, plus paid personal and wellness days
$1000 flexible work benefit to invest in clothes for work
A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
Continuing education assistance
Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

**What BlueShore Financial needs from you**:
Recognize the strength that diversity, equity and inclusion brings
Forge relationships with colleagues for strong collaboration
Provide a premium level of service to all clients, internal and external
Communicate effectively and professionally
Exhibit a growth mind-set
Strive for continuous learning
Be a proactive thinker and problem solver
Demonstrate digital excellence
Be accountable for the risk responsibilities in your area

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas, you'll know you've arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you've experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices. We've been formally recognized as one of "Canada's Most Admired Corpor

  • Financial Services Concierge

    6 days ago

    Whistler, Canada Blueshore Financial Full time

    **Financial Services Concierge** The Concierge personifies the Client Intimacy strategy and is the first point of contact for all BlueShore clients. As a Concierge you are responsible for anticipating and uncovering the needs of our clients and identifying sales opportunities upon their arrival to our Financial Spas. As well, this position promotes and...

  • Concierge

    5 days ago

    Whistler, British Columbia, Canada Four Seasons Hotels and Resorts Full time

    About Four Seasons: Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with...

  • Financial Services Associate

    6 days ago

    Whistler, Canada BlueShore Financial Full time

    Financial Services Associate We have an exciting opportunity for an individual with banking experience to develop their career at our unique Financial Spa, located in the heart of Whistler Village. In this essential role, your in-depth understanding of a wide variety of investment and credit solutions enable you to be a sales and service leader. BlueShore...

  • Financial Services Associate 1

    1 week ago

    Whistler, Canada BlueShore Financial Full time

    **Financial Services Associate 1 (FSA 1)** Serving our community in British Columbia for over 80 years, BlueShore Financial has grown from a local community credit union into a thriving financial boutique. The Financial Services Associate position is where most banking professionals start their career. This front-line service and sales role will build the...

  • Financial Services Associate 1

    3 weeks ago

    Whistler, Canada BlueShore Financial Full time

    **Financial Services Associate 1 (FSA 1)** This is the position where most banking professionals started their career. This front line sales and service role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge and sales skills than previously required. Times...

  • Financial Services Associate 1

    2 weeks ago

    Whistler, Canada BlueShore Financial Full time

    Financial Services Associate 1 This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has the...

  • Financial Services Associate 1

    4 weeks ago

    Whistler, Canada BlueShore Financial Full time

    **Financial Services Associate 1** This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has...

  • Financial Services Associate 1

    7 days ago

    Whistler, Canada BlueShore Financial Full time

    **Financial Services Associate 1** This is the position where most banking professionals start their career. This front-line service and sales role will build the foundation for a long career in banking. Traditionally called a "teller", this role has evolved to include an elevated level of knowledge than previously required. Times have changed and so has...

  • Financial Advisor

    2 weeks ago

    Whistler, Canada BlueShore Financial Full time

    **Financial Advisor** This Financial Advisor opportunity is located in the heart of the village in beautiful Whistler, British Columbia. Delivering senior advisory services in our unique Financial Spa, this position is responsible for fostering valued relationships with an established book of assigned clients by promoting financial wellness across all...

  • Operations Manager

    3 weeks ago

    Whistler, Canada Whistler Platinum Full time

    Full-Time Year-round Founded in 2000, Whistler Platinum is an exclusive property management and luxury accommodation company, providing homeowners with unrivalled property management and guests with exceptional accommodation, vacation planning, and personalized concierge services. Our mission is to go above and beyond, making homeownership easy and our...

  • Operations Manager

    2 weeks ago

    Whistler, Canada Whistler Platinum Full time

    Full-Time Year-round Founded in 2000, Whistler Platinum is an exclusive property management and luxury accommodation company, providing homeowners with unrivalled property management and guests with exceptional accommodation, vacation planning, and personalized concierge services. Our mission is to go above and beyond, making homeownership easy and our...

  • Overnight Service Express Agent

    1 week ago

    Whistler, Canada Westin Resort and Spa Whistler Full time

    **OVERVIEW**: The Overnight Service Express Agent is responsible to assist guest with check-ins and check-outs, to answer the telephones, respond to guest inquiries, provide In Room Dining options, and take In Room Dining orders. **MAJOR DUTIES & RESPONSIBILITIES**: - Provide prompt and efficient check in and out while adhering to Westin standards. -...

  • Operations Manager

    2 weeks ago

    Whistler, Canada Whistler Platinum Full time

    Operations Manager - Guest Services Full-Time Year-round Founded in 2000, Whistler Platinum is an exclusive property management and luxury accommodation company, providing homeowners with unrivalled property management and guests with exceptional accommodation, vacation planning, and personalized concierge services. Our mission is to go above and beyond,...

  • Vacation Property Management

    1 week ago

    Whistler, Canada Harmony Whistler Vacations Full time

    Harmony Whistler Vacations offers a change in pace from other guest services roles in Whistler. We have a fun and creative work environment where we value work / life balance. We are a growing property management company so there is lots of potential for career growth. NO property management experience is required! We are looking for someone that is...

  • Vacation Property Management

    6 days ago

    Whistler, Canada Harmony Whistler Vacations Full time

    Harmony Whistler Vacations offers a change in pace from other guest services roles in Whistler. We have a fun and creative work environment where we value work / life balance. We are a growing property management company and are looking for someone that wants to build a career in Whistler. There is lots of potential for career growth, NO property management...

  • Guest Service Coordinator

    2 weeks ago

    Whistler, Canada Whistler Platinum Full time

    **Guest Services Coordinator**: - Full Time, Year-Round_ Founded in 2000, Whistler Platinum is an exclusive property management and luxury accommodation company, providing homeowners with unrivaled property management, and guests with exceptional accommodation, vacation planning, and personalized concierge services. Our mission is to go above and beyond,...

  • Service Express Agent

    2 weeks ago

    Whistler, Canada Westin Resort and Spa Whistler Full time

    **The Impact You’ll Make**: Our Quality Keepers know that the countless small details end up making a big impression on our customers. It is their organization, attention to detail and overall care for their work that reinforces our position as the world’s leading hospitality company. The Service Express Agent is responsible to assist guest with...

  • Guest Services Agent

    2 weeks ago

    Whistler, Canada Whistler Platinum Full time

    Whistler’s exclusive Property Management company, Whistler Platinum is on the hunt for an amazing person to join our growing team! The benefits of working for Whistler Platinum - Minimum $21p/h based on experience - Access to free golf at Big Sky and Fairmont golf courses throughout summer - Staff housing - Ski/Snowboard pass or recreational pass -...

  • Overnight Service Express Agent

    1 week ago

    Whistler, Canada Westin Resort and Spa Whistler Full time

    **WESTIN** At Westin, everything we do is designed to help our guests be at their best, and they appreciate our supportive attitude, anticipatory service, and extensive knowledge on how to assist them throughout their stay. We are looking for dynamic people who are excited to join our team of hospitality professionals. Are you ready to jump into any...

  • Service Express Agent

    6 days ago

    Whistler, Canada Westin Resort and Spa Whistler Full time

    **Start Your**Journey With Us** **WESTIN** At Westin, everything we do is designed to help our guests be at their best, and they appreciate our supportive attitude, anticipatory service, and extensive knowledge on how to assist them throughout their stay. We are looking for dynamic people who are excited to join our team of hospitality professionals. Are...