Financial Services Manager

Role OverviewThe Financial Planner will play a critical role in supporting the growth and success of our clients' financial well-being. This position requires strong analytical skills, excellent communication abilities, and a commitment to delivering exceptional client service.ResponsibilitiesDevelop Comprehensive Financial Plans: Create personalized...

Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team in Downtown Kelowna.This role involves providing exceptional customer service, offering a full range of investment and deposit services, and identifying member life stage cycles to provide tailored financial solutions. The successful candidate will be...

Estimated salary: $45,000 - $60,000 per year.About the RoleWe are seeking a Client Service Specialist to join our team in Kelowna, BC.Key ResponsibilitiesProvide exceptional customer service to clients by responding to their inquiries and resolving issues in a timely manner.Process client transactions, including account openings, debit/credit card...

The KF Aerospace Centre for Excellence Association is a not-for-profit organisation promoting excellence and innovation in aerospace. As the Finance and Administration Manager, you will be responsible for all financial reporting, accounting functions, and administrative support to the Executive Director.Key Responsibilities:Timely and accurate financial...

Job OverviewAs a Financial Services Specialist at Bank of Montreal, you will play a crucial role in delivering exceptional customer experiences to private banking clients.Key ResponsibilitiesIdentify and match client needs with appropriate financial products or services using relationship selling techniques.Develop and maintain a comprehensive knowledge of...

At Vancouver Mitsubishi, we are seeking an experienced and detail-oriented Dealership Finance Expert to join our team. This key role is responsible for providing exceptional financial services to our customers, ensuring a seamless buying experience.Key Responsibilities:Offer financing options to customers, explaining the terms and advantages of dealer...

We are seeking a talented and driven Financial Services Consultant to join our team in Kelowna, Canada. As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals.Job Description:As a Financial Services Consultant, you will be responsible...

At Sussex Insurance Company, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a vital role in ensuring the accuracy and compliance of our financial records.About the RoleThe Senior Financial Analyst will be responsible for managing balance sheets and profit/loss statements,...

At Western Financial, we are seeking a highly motivated and experienced Insurance Sales Producer to join our team in Kelowna, BC. As an Insurance Sales Producer, you will play a critical role in managing a book of business and ensuring our customers have the right insurance coverage.About the RoleThis is a full-time position, working 37.5 hours per week. You...

About the RoleWe are seeking a skilled Strategic Financial Expert to join our team at RBC Dominion Securities. As an Investment Advisor, you will have the opportunity to help your clients achieve their financial goals while driving meaningful results.ResponsibilitiesProvide expert financial planning and portfolio management services to high-net-worth...

We are seeking a detail-oriented Bookkeeper to join our finance team at beBee Professionals in Kelowna. The successful candidate will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including...

Job SummaryThis role is responsible for overseeing the daily operations of janitorial services at multiple customer locations within a designated area or territory. The Regional Operations Manager will lead and manage a team to ensure exceptional customer experiences, quality standards, and operational efficiency.Key Responsibilities:Customer Experience &...

About the RoleWe are seeking an experienced Chief Financial Officer to join our team at Stonewood Group Inc. in Kelowna. As a key member of our leadership team, you will be responsible for delivering timely and accurate financial reports, managing daily financial, human relations, and customer contract activities.Key ResponsibilitiesManage the accounting...

About UsWe are a leading facility maintenance company, providing diverse services to major retail and commercial businesses across Canada. Our comprehensive compensation and benefits package includes health, dental, vision, and a pension plan after one year.Job SummaryThis role is responsible for overseeing the Janitorial Services scope of works at various...

We are seeking a detail-oriented Financial Controller to join our finance team in Kelowna. The successful candidate will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Maintain and manage financial records, including ledgers,...

Job DescriptionWe are seeking a skilled Financial Officer to join our team at the Society of HOPE. As a key member of our finance department, you will play a vital role in maintaining accurate financial records, preparing budgets, and ensuring compliance with regulatory requirements.About the RoleThis is a full-time position that requires the ability to work...

Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team at Imperial Motel (2005) Ltd.Company OverviewImperial Motel (2005) Ltd. is a reputable establishment that values honesty, integrity, and exceptional service. Our goal is to provide our guests with a comfortable and memorable experience.Estimated Salary Range$40,000 - $50,000...

About Allnorth Consultants LimitedWe are a multi-disciplinary engineering, project delivery, and construction services company. Our expertise spans the metals and minerals, energy and renewables, fiber and chemicals, and infrastructure sectors.Our team is our most valuable asset, and we adhere to a triple bottom line (TBL) philosophy. This means that we...

About the RoleVingcard is seeking a highly skilled Senior Financial Accountant to join our team. As a key member of our accounting department, you will play a crucial role in ensuring the accuracy and timeliness of our financial transactions.Job SummaryThe successful candidate will be responsible for reconciling bank accounts daily, researching and resolving...

Financial Reporting Expert WantedInsight Global is seeking a highly experienced Senior Financial Reporting Manager to join their dynamic team as a financial reporting expert. The ideal candidate will have at least 10 years of experience in a professional accounting and financial reporting environment, with a minimum of 5 years of experience managing teams....