Associate Advisor

5 months ago

Surrey, Canada iFreedom Financial Solutions Inc Full time

**About us**

iFreedom Financial Solutions Inc. is a financial planning firm in Surrey, BC V3S 5J9.

Our work environment includes:

- Growth opportunities
- Team environment

Delivers exceptional service to customers and prospects. Works collaboratively within the office and with partners to deliver the desired client experience and achieve overall business objectives.
- Supports client requests for administrative needs i.e. banking changes, address updates ext.
- Welcomes clients warmly and meets their service and transactional needs with seamless execution.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities.
- Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
- Acts as a key member of a collaborative and versatile team.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- prior experience in financial services is an asset; post-secondary degree or certification in related field of study is desirable.
- High-level knowledge of personal financial planning
- Projects a professional presence.
- Resourceful self-starter with confidence to communicate with clients.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with advisors and clients.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).

**Job Types**: Full-time, Permanent

**Salary**: $25.00-$35.00 per hour

Expected hours: 30 - 40 per week

**Benefits**:

- Extended health care
- Paid time off

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Surrey, BC V3S 5J9: reliably commute or plan to relocate before starting work (preferred)

**Education**:

- Secondary School (preferred)

**Experience**:

- administrative assistant or Financial Services: 1 year (preferred)

Work Location: In person

  • Advisor, Indigenous Relations

    6 months ago

    Surrey, Canada Ministry of Forests Full time

    **Ministry of Forests** **Chilliwack, Powell River, Squamish, Surrey, BC (Hybrid)** This position is also posted as a Scientific Technical Officer (Resource) 24 via Requisition 113333. **Advisor, Indigenous Relations** **$69,969.42 - $89,774.32 annually** The Ministry of Forests aims to deliver policies and programs to provide economic, cultural,...

  • Lot Associate

    2 weeks ago

    Surrey, British Columbia, Canada OpenRoad Auto Group Full time

    We are seeking a diligent Lot Associate to join our team at OpenRoad Auto Group. As a Lot Associate, you will be responsible for ensuring our dealership's inventory is presented in a clean and well-organized manner.Main Responsibilities:Maintain the cleanliness and presentation of all vehicles on our lotEnsure all vehicles are properly signed, moved, and...

  • Beauty Advisor

    6 months ago

    Surrey, Canada Sephora Full time

    Date: May 31, 2024 Location: Surrey, BC, CA, V3Z 0C8 Passionate about Clients Greet all clients who enter the store with enthusiasm. Provide courteous, knowledgeable service to clients. Determine client's needs and suggest products to meet their needs. Communicate product knowledge to clients as appropriate. As required, provide makeovers to clients. ...

  • Temporary Beauty Advisor

    6 months ago

    Surrey, Canada Sephora Full time

    **Job ID**: 233005 **Location**: BC-Grandview Corners (1532) **Address**: 2428 160 St Unit #20, Surrey, BC V3Z 0C8, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group...

  • Nespresso Coffee Advisor- Summer Position

    6 months ago

    Surrey, Canada PRE-CA Full time

    As a Nespresso Coffee Advisor, you'll excite customers and help spark sales for Nespresso by engaging retail customers and making products stand out by providing amazing coffee samples. **What’s in it for you?** - Represent one of the largest coffee brands in the world. - Premium-provided paid training to help elevate your skills and set you up for...

  • Temporary Beauty Advisor

    3 months ago

    Surrey, Canada Sephora Full time

    **Job ID**: 255468 **Location**: BC-Guildford Town Center (0580) **Address**: 10355 152 Street, Surrey, BC V3R 7C1, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët...

  • Lower Mainland

    6 months ago

    Surrey, Canada GFL Environmental Inc. Full time

    The EH&S Advisor will be committed to developing a healthy and safe work environment for all our team members through hands-on, field-based collaboration with front-line supervisors and employees. With the support of a national team, you will be relied upon to bring support and guidance in the health and safety field, allowing you to advise on various unique...

  • Lot Associate

    2 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    UNLIMITED POSSIBILITIES AHEAD Position: Lot Associate Status: Full-Time Dealership: Surrey Honda Department: Sales We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every turn with OpenRoad. We...

  • Lot Associate- Surrey Honda

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**: Lot Associate **Status**: Full-Time **Dealership**: Surrey Honda **Department**: Sales **Compensation**: $16.75 per hour We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great...

  • Lot Associate

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** **Position**:Lot Associate **Status**: Full-Time **Dealership**: Mercedes-Benz Surrey **Department**:Sales **Compensation**: $18.00 per hour We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great...

  • Lot Associate

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** **Position**: Lot Associate **Status**:Full-Time - Please note this is a unionized position_ **Dealership**: Mercedes-Benz Surrey **Department**: Service **Compensation**: $18.50 per hour We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or...

  • Lot Associate

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** Position**:Lot Associate** Status**:Full-Time** Dealership**:Mercedes-Benz Surrey** Department**:Sales** We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at every...

  • Lot Associate

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** Position**:Lot Associate** Status**:Full-Time** - Please note this is a unionized position_ Dealership**:Mercedes-Benz Surrey** Department**:Service** We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next...

  • Associate

    5 months ago

    Surrey, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Wealth Associate

    6 months ago

    Surrey, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Financial is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. **Your job**: - Support investment advisors...

  • Lot Associate- Openroad Honda Surrey

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD.** **Position**: Lot Associate **Status**: Full-Time **Dealership**: OpenRoad Honda Surrey **Department**: Sales We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are at...

  • Lot Associate

    6 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** **Position**:Lot Associate **Status**: Full-Time **Dealership**:OpenRoad Toyota Peace Arch **Department**: Sales We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are...

  • Finance Advisor Ii

    2 months ago

    Surrey, Canada DIVERSEcity Community Resources Society Full time

    **Job Title: Finance Advisor II** **Status**:Regular, Full Time, 37.5 hours per week **Salary**: This position starts at $70,000 per year and increases to $96,325 per year, over a 10- year period. This salary range incorporates experience, yearly salary increments to reward years of service, employee growth and development within the organization. **Start...

  • Beauty Advisor

    3 months ago

    Surrey, Canada Sephora Full time

    **Job ID**: 254254 **Location**: BC-Central City (1646) **Address**: 10153 King George Blvd Unit 306, Surrey, BC V3T 2W1, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s...

  • Lot Associate

    2 months ago

    Surrey, Canada OpenRoad Auto Group Full time

    **UNLIMITED POSSIBILITIES AHEAD** **Position**: Lot Associate **Status**:Part-Time **Dealership**:OpenRoad Toyota Peace Arch **Department**:Sales We believe in doing good for our customers and for ourselves. Whether it’s launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relationships are...