Financial Services Representative

We are seeking a Financial Services Representative to provide exceptional member service and support at our Penticton Main Valley First branch.The ideal candidate will be responsible for:Providing front-line member service to triage and manage member needsBuilding strong relationships with current and potential membersIdentifying member life stage cycles and...

About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, dedicated to providing exceptional banking and financial services to its members. As a Money Advisor, you will play a vital role in helping our members achieve their financial goals and build a brighter future.Key Responsibilities:Build and maintain strong...

About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a highly motivated individual to join our team as a Money Advisor. With a strong focus on customer service and financial expertise, this role offers a unique opportunity to grow a career in financial services and make a meaningful impact in our communities.Key...

About Beem Credit UnionBeem Credit Union is a leading financial institution in BC, offering a wide range of personal and commercial banking services. As a Money Advisor, you will play a key role in helping our members achieve their financial goals.Key Responsibilities:Build relationships with credit union members, identifying their financial needs and...

About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a motivated individual to join our team as a Money Advisor. This role offers an exciting opportunity to launch your career in financial services and empower you to be your best.Key Responsibilities:Build relationships with credit union members, including seeking out...

About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a highly motivated individual to join our team as a Money Advisor. As a key member of our team, you will play a vital role in providing exceptional customer service and building strong relationships with our members.Key Responsibilities:Build and maintain...

Job DescriptionAt Envision Financial, we are seeking a highly skilled Member Advisor to provide exceptional service to our members. The successful candidate will be responsible for delivering personalized financial solutions and building strong relationships with our customers.Key Responsibilities:Provide front-line member service to triage and manage member...

About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a highly motivated individual to join our team as a Money Advisor. This role offers an exciting opportunity to launch your career in financial services and empower you to be your best.Key Responsibilities:Build relationships with credit union members, including...

About Beem Credit UnionWe are a leading credit union in BC, with approximately billion in total assets under administration. Our employees work to serve over members who live and work across the province.Company OverviewWe strive to create a future where everyone in our communities can achieve financial wellness. We offer personal and commercial banking,...

At WH Financial Services Ltd., we are seeking an Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for assessing potential client markets, establishing client insurance coverage, and ensuring appropriate forms and policy requirements are completed.Key ResponsibilitiesAssess potential client markets...

At goeasy Ltd., we're looking for a skilled Financial Service Representative to join our team. As a key member of our team, you'll be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.As a Financial Service Representative, you'll be the face of our...

About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a motivated individual to join our team as a Money Advisor. With a strong focus on customer service and financial expertise, this role offers a unique opportunity to grow a career in financial services and make a meaningful impact in our communities.Key...

About Beem Credit UnionBeem Credit Union is a leading financial institution in British Columbia, offering a wide range of personal and commercial banking services. As a Money Advisor, you will play a key role in helping our members achieve their financial goals.Key ResponsibilitiesBuild relationships with credit union members, identifying their financial...

Job Title: Insurance Sales RepresentativeAt WH Financial Services Ltd., we are seeking an experienced and results-driven Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for selling various types of insurance products, including automobile, fire, health, life, property, marine, aircraft, and...

About G&F Financial GroupG&F Financial Group, founded by Gulf & Fraser and Interior Savings, is a leading credit union in BC with over $ billion in total assets under administration. With a strong presence across the province, our employees work to serve over , members who live and work across BC.We strive to create a future where everyone in our communities...

Job OverviewWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Vancity. As a key member of our branch, you will be responsible for providing exceptional service to our members, identifying their needs, and offering personalized solutions.

Company OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a legacy of serving customers for over 40 years.

About Beem Credit UnionBeem Credit Union, a leading financial institution in British Columbia, is committed to providing exceptional banking services to its members. As the second-largest provincially regulated credit union in BC, we offer a wide range of personal and commercial banking products, as well as insurance and wealth management services.We strive...

We are seeking a talented Customer Service Representative to join our team at Spring Financial Inc. as a Loan Origination Specialist.This role will play a critical part in the customer journey, providing exceptional service and guiding applicants through the loan process.Key responsibilities include:Making outbound calls, texts, and emails to customers who...

Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at Vancity. As a Financial Services Representative, you will be responsible for providing exceptional customer service to our members, identifying and assessing their needs, and providing appropriate products and services.Key ResponsibilitiesPerform member...