Private Client Advisor | Personal Lines — Hybrid Growth

2 weeks ago


Kelowna, Canada Summit Commercial Solutions Full time

A leading commercial insurance brokerage in Kelowna is looking for an individual to advise on property and automobile insurance. The role includes negotiating the best coverage for clients and managing personal lines while driving growth. A Level 2 insurance license and experience with high-net-worth clients are preferred. The company offers flexible hybrid work and comprehensive benefits in a modern workspace.
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  • Kelowna, Canada Summit Commercial Solutions Full time

    A leading commercial insurance brokerage in Kelowna is looking for an individual to advise on property and automobile insurance. The role includes negotiating the best coverage for clients and managing personal lines while driving growth. A Level 2 insurance license and experience with high-net-worth clients are preferred. The company offers flexible hybrid...


  • Kelowna, Canada Summit Full time

    A boutique commercial insurance brokerage in Kelowna seeks an experienced insurance professional to advise clients on Property and Automobile Insurance while managing the entire policy lifecycle. The ideal candidate has a Level 2 insurance license and 2+ years of experience in personal lines insurance. This position offers a modern hybrid workspace and...


  • Kelowna, Canada Summit Full time

    About Summit Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—Sustainability, Ownership,...


  • Kelowna, Canada Summit Commercial Solutions Full time

    Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact...


  • Kelowna, Canada Summit Commercial Solutions Full time

    Building the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values— Sustainability, Ownership, Transparency, and Impact...

  • Private Client Advisor

    24 hours ago


    Kelowna, British Columbia, Canada Summit Full time $65,000 - $90,000 per year

    About SummitBuilding the commercial brokerage of the future. Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. With strong values—Sustainability, Ownership, Transparency,...


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    A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...


  • Kelowna, Canada Western Coast Insurance Services Full time

    A leading insurance broker is seeking an Insurance Advisor to join their team with hybrid opportunities in Canada. The role requires a General Insurance Level 2 License and strong sales and communication skills. Responsibilities include managing client accounts, compliance review, and contributing to business growth through sales. This position offers a...


  • Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada TalentSphere Staffing Solutions Full time

    Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through...


  • Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full time

    About The Job Mecur connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position Wealth Advisor / Private Client Advisor Type Contract Compensation $200/hour Location Remote Commitment 20–30...