Financial Services Advisor

2 days ago


Surrey, British Columbia, Canada BC LTD. Full time

**Job Title:** Financial Services Advisor - Banking Transactions

Company 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 efficiently, including cash deposits and withdrawals, cheque payments, transfers, bill payments, credit card payments, money orders, certified cheques, and other related banking services.
  • Obtain and process necessary information to provide exceptional service, such as opening accounts and savings plans, purchasing bonds, and selling travellers' cheques, foreign currency, and money orders.
  • Provide top-notch customer service by answering inquiries and resolving issues or discrepancies concerning customers' accounts.
  • Inform customers of available banking products and services tailored to their needs, promoting the growth of our customer base.

Required Skills and Qualifications: A high school diploma is required, and on-the-job training will be provided to ensure your success in this role.



  • Surrey, British Columbia, Canada Envision Financial Full time

    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...


  • Surrey, British Columbia, Canada G&F Financial Group Full time

    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...


  • Surrey, British Columbia, Canada Centura immigration Service Inc. Full time

    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...


  • Surrey, British Columbia, Canada F R C TRANSPORT LTD Full time

    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...


  • Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full time

    Job Description:We are seeking a highly skilled and detail-oriented Bookkeeper to join our team at Sensible Insurance & Financial Services Ltd. As a Bookkeeper, you will be responsible for maintaining accurate financial records, preparing cheques for payroll, calculating fixed assets and depreciation, and reconciling accounts.Required Skills and...


  • Surrey, British Columbia, Canada Sun Life Full time

    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...


  • Surrey, British Columbia, Canada Prospera Credit Union Full time

    Job DescriptionWe are seeking a Financial Services Coordinator to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.Key Responsibilities:Respond to customer requests and inquiries in a timely and efficient manner.Assist with client...


  • Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full time

    About UsSensible Insurance & Financial Services LTD. is a leading provider of financial services, committed to delivering exceptional value to our clients.Job SummaryWe are seeking an experienced Accountant to join our team as a Bookkeeper. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing...


  • Surrey, British Columbia, Canada Prospera Credit Union Full time

    About Prospera Credit UnionWe are a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we have established ourselves as one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members.Our vision is...


  • Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full time

    Job TitleBookkeeper: Financial Record KeeperCompany OverviewSensible Insurance & Financial Services Ltd. is a reputable financial services company seeking an experienced Bookkeeper to join our team.SalaryWe offer a competitive salary range of $45,000 - $60,000 per year, based on experience and qualifications.Job DescriptionThe successful candidate will be...


  • Surrey, British Columbia, Canada Royal Bank of Canada> Full time

    OverviewRoyal Bank of Canada is a leading financial institution seeking an experienced Investment Advisor to join its team. This role offers the opportunity to build long-term relationships with high-net-worth clients and provide them with customized investment and wealth management solutions.CompensationThe estimated salary range for this position is...


  • Surrey, British Columbia, Canada Fraser Health Full time

    About the RoleWe are seeking an experienced Lead Auditor and Strategic Advisor to join our team at Fraser Health. In this key leadership position, you will play a crucial role in driving the development and implementation of internal audit and advisory services that align with our organization's mission and strategic plan.As a Lead Auditor and Strategic...


  • Surrey, British Columbia, Canada White Rose Consultancy Services Ltd. Full time

    We are seeking a skilled Financial Services Clerk to join our team at White Rose Consultancy Services Ltd. in an urban area.Job DescriptionThe ideal candidate will possess excellent accounting and financial skills, including experience with manual and computerized bookkeeping systems. They should be proficient in accounting software, MS Excel, Quick Books,...


  • Surrey, British Columbia, Canada Shiv Shakti Services Inc Full time

    Job OverviewWe are seeking a highly skilled Accounting and Financial Services Specialist to join our team at Shiv Shakti Services Inc. As an Accounting and Financial Services Specialist, you will be responsible for providing top-notch accounting and financial services to our clients.Estimated SalaryThe estimated annual salary for this position is...


  • Surrey, British Columbia, Canada Sun Life Full time

    About Sun Life:We are a leading financial services company dedicated to helping Canadians achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and solutions to help individuals, families, and businesses manage risk, build wealth, and achieve financial independence.Estimated Salary: $60,000 - $100,000 per...


  • Surrey, British Columbia, Canada Dotcom Financial Services Full time

    We are seeking an experienced Administrative Assistant to join our team at Dotcom Financial Services. As a key member of our staff, you will be responsible for providing administrative support to our team members and ensuring the smooth operation of our office.About the JobThe successful candidate will have a strong background in administration, with...

  • Financial Accountant

    3 weeks ago


    Surrey, British Columbia, Canada GKS Employment Services Inc. Full time

    We are seeking a highly skilled Financial Accountant to join our team at GKS Employment Services Inc.The ideal candidate will have 1-2 years of experience in accounting and bookkeeping, with a strong background in financial record-keeping and management.Main Responsibilities:Prepare and review financial statements, including balance sheets, income...

  • Financial Accountant

    4 weeks ago


    Surrey, British Columbia, Canada Scott Road Insurance Services Full time

    Job DescriptionWe are seeking a detail-oriented Financial Accountant to join our team at Scott Road Insurance Services.The successful candidate will have 1 year to less than 2 years of experience in a similar role.About the RoleThis is a permanent position with 35 hours of work per week, and it offers a competitive salary and benefits package. The salary for...

  • Financial Accountant

    3 weeks ago


    Surrey, British Columbia, Canada Seashell Professional Services Ltd Full time

    We are seeking a highly skilled Financial Accountant to join our team at Seashell Professional Services Ltd. This is a permanent opportunity with 32-40 hours of work per week, offering the ideal candidate a stable and rewarding career path.Job DescriptionThe successful candidate will have 1-2 years of experience in accounting, with a focus on financial...

  • Financial Accountant

    4 weeks ago


    Surrey, British Columbia, Canada P. Gupta Accounting Services Inc Full time

    P. Gupta Accounting Services Inc is seeking a highly skilled Financial Accountant to join our team.The successful candidate will have 1-2 years of experience in financial accounting, with a strong background in bookkeeping, financial record-keeping, and statistical analysis.We are offering a competitive salary of $55,000 - $65,000 per year, depending on...