Financial Advisor

About G&F Financial GroupG&F Financial Group, a union of Gulf and Fraser, is a leading credit union in BC with approximately $ billion in total assets under administration. Our team at G&F Financial Group works to serve over members who live and work across the province. We offer personal and commercial banking, insurance, and wealth management services...

Senior Financial Advisor Role OverviewWe are seeking an experienced Senior Financial Advisor to provide exceptional customer service and financial guidance to our members.The ideal candidate will have a proven track record of achieving sales targets, building strong member relationships, and identifying complex financial needs.This role requires a...

Overview: **Responsibilities**: - Provide financial advice and guidance to clients on Life insurance, Visitor Insurance, investment strategies, retirement planning, and wealth management - Conduct in-depth financial analysis and research to develop personalized financial plans - Assist clients with cash management, budgeting, and debt reduction strategies -...

The Jim Pattison Volkswagen Surrey has a new opportunity for a Financial Services Advisor to join our team! **Overview**: Reporting to the General Manager, you will be passionate about providing an exceptional customer experience for our clients. As a Financial Services Advisor you must be self-motivated, high energy, dynamic and results-oriented with a...

We are currently seeking a part-time Member Advisor to join our team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...

We are currently seeking a Member Advisor to join our South Point team. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital channels...

Job Title:Financial Advisor and AccountantCompany Overview:Centura Immigration Service Inc. is a reputable organization dedicated to providing top-notch immigration services. We are currently seeking a highly skilled Financial Advisor and Accountant to join our team.Salary:We offer an attractive salary range of $60,000 to $80,000 per year, depending on...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at F R C TRANSPORT LTD.ResponsibilitiesAnalyze clients' financial records and develop comprehensive financial plans tailored to their unique needs.Identify and explore various investment opportunities, including cash management and insurance coverage options.Supervise staff...

**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

**We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

**Competition ID**: - 3642 **Internal Closing Date**: - September 13, 2024 **External Closing Date**: - Open Until Filled **# of Openings**: - 1 - **Salary Information**: - 13-5 - BCGEU Pay Grid - $36.63 to $40.56 per hour **Employment Type**: - Permanent Full Time **Workplace Type**: - Hybrid **Travel Frequency**: **Employee Group**: - Support...

**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...

We are currently seeking a Wealth Advisor to join our Envision Financial team. The Wealth Advisor (WA) is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. The role will work to consolidate...

**Job Title:** Financial Services Advisor - Banking TransactionsCompany Overview: BC Ltd. is a reputable financial institution seeking a skilled Financial Services Advisor to join our team.Salary: The estimated salary for this position is $21 per hour, ensuring that you earn a competitive wage for your expertise.Job Description:Process customer transactions...

Sun Life Financial Advisor About the Opportunity:As a Sun Life Financial Advisor, you will have the opportunity to build your own business and create a successful career in financial services. With our comprehensive training and support, you will be equipped with the skills and knowledge necessary to provide exceptional service to your clients and achieve...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

We are currently seeking a Wealth Services Assistant to join our team at our South Point Envision Financial branch in Surrey, BC. The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client...

About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

Administrative Assistant Position Overview This opportunity will be for a part time position. The position is contingent on experience. Opportunities for advancement are available for those aspiring to become full time advisors or focus on portfolio management or insurance in the future. Our hiring advisor specializes in portfolio management, comprehensive...