Sun Life Financial Advisor

About the RoleAs a Business Development Partner at Sun Life Financial, you will play a key role in onboarding, developing, and coaching a team of Advisors to achieve financial and strategic objectives. Your primary responsibility will be to lead developing Advisors through onboarding, training, and development programs, ensuring they meet sales growth,...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide comprehensive financial planning...

MD Management Limited, a division of Scotia Wealth Management, is seeking a dedicated and knowledgeable Senior Financial Advisor to enhance our team. In this role, you will report to the Regional Manager and play a vital part in the success of the MD Client Value Performance across Canada. Your focus will be on ensuring that individual goals, plans, and...

Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Provide personalized service to...

Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a Member Advisor, you will be responsible for providing exceptional service to our members, identifying their financial needs, and providing solutions to meet those needs.Key ResponsibilitiesMember Service: Provide personalized service to...

{"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will work closely with our members to understand their financial goals and objectives, and provide guidance...

{"title": "Member Advisor", "description": "Key ResponsibilitiesAs a Member Advisor, you will be responsible for providing exceptional customer service to our members, identifying their financial needs, and providing solutions to meet those needs. You will work closely with our members to understand their financial goals and objectives, and provide guidance...

Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, building strong relationships, and identifying opportunities to deepen financial relationships.Key ResponsibilitiesMember Service:...

Job SummaryWe are seeking a highly skilled and customer-focused Member Advisor to join our team at Envision Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, building strong relationships, and identifying opportunities to deepen financial relationships.Key ResponsibilitiesMember Service:...

Member Advisor We are seeking a part-time Member Advisor to join our team at First West in Kelowna, BC. The Member Advisor is responsible for providing exceptional front-line member service, triaging and managing member needs by asking thoughtful financial questions and creating positive experiences to retain and deepen financial relationships. ...

Senior Financial Planning Advisor RolePlay a pivotal role in the overall achievement of the organizationCraft detailed financial strategies and investment blueprintsIdentify and cultivate new avenues for client acquisitionStrengthen client connections and utilize broader banking affiliationsProactively address client requirements and expectationsEnhance...

Senior Financial Planning Advisor RolePlay a pivotal role in the overall achievement of the organizationCraft detailed financial strategies and investment blueprintsIdentify and cultivate new avenues for client acquisitionStrengthen client connections and utilize broader banking affiliationsProactively address client requirements and expectationsEnhance...

Position OverviewThe role of a Bookkeeper at SUN STAR KITCHEN CABINETS LTD. involves meticulous management of financial records and accounts. This position is crucial for maintaining the integrity of our financial operations.Educational RequirementsCompletion of a secondary (high) school graduation certificate is required.Key ResponsibilitiesCalculate and...

**About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

**About the Role**We are seeking a highly skilled Business Banking Specialist to join our Envision Financial team in Kelowna, BC. As a Business Banking Specialist, you will be responsible for managing and growing an assigned portfolio of business banking clients and their associated retail banking and wealth management needs.**Key Responsibilities**Develop...

Insurance Advisor We're seeking a talented Insurance Advisor to join our team in Kelowna, BC. If you're passionate about insurance and delivering exceptional client service, we'd love to hear from you. About the Role: As an Insurance Advisor, you'll promote and educate clients on insurance products, build strong relationships, and contribute to our growth...

Position OverviewThe role of a Bookkeeper at SUN STAR KITCHEN CABINETS LTD. involves meticulous management of financial records and ensuring accuracy in accounting practices.Key ResponsibilitiesPayroll Management: Calculate and prepare payroll cheques.Financial Record Maintenance: Keep detailed financial records and establish, maintain, and balance various...

About the RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing...

Position OverviewThe role of a Bookkeeper at SUN STAR KITCHEN CABINETS LTD. involves meticulous financial management and reporting. This position is crucial for maintaining the integrity of our financial data.Key ResponsibilitiesPayroll Management: Calculate and prepare payroll cheques accurately.Financial Record Maintenance: Keep detailed financial records...

Insurance Advisor Kelowna (Dilworth), BC, # Leckie Road, Kelowna, British Columbia, Canada Req #3378 Tuesday, August 27, We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Kelowna, BC in our Dilworth Shopping Centre branch. Do...