Financial Services Advisor

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 -...

**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...

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...

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...

**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...

**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...

**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....

**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....

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...

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...

**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...

**Role Summary** We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...

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...

Ocean Park Ford in South Surrey is looking for an experienced service advisor to join our team! Come join our fun, fast paced team and only work a 4 day work week! Responsibilities include: - Managing and writing repair orders - Providing high level customer service, ensuring customer expectations are set and met appropriately - Explain and sell service...

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...

**Why join the Falcon family?!** - Extremely competitive salaries - Amazing benefits packages - Financial Health - RRSP matching - Flexibility - Job Security - Sustainable work - Growth opportunities If you’re a heavy-duty equipment service advisor, service representative, service writer, or an automotive service advisor with a minimum of 5 years’...

**Why join the Falcon family?!** - Extremely competitive salaries - Amazing benefits packages - Financial Health - RRSP matching - Flexibility - Job Security - Sustainable work - Growth opportunities If you’re a heavy-duty equipment service advisor, service representative, service writer, or an automotive service advisor with a minimum of 5 years’...

**Job description** Job Title: Service Advisor Company: White Rock Hyundai Location: White Rock, British Columbia, Canada Are you passionate about delivering exceptional customer service? White Rock Hyundai, one of the leading Hyundai dealerships in the area, is seeking a dynamic and customer-focused Service Advisor to join our team. If you have a...

The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and personal development within our company. We are looking for individuals who can contribute to our business operations today and our future growth. We encourage those with the required...

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...