Estate Planning Specialist
1 month ago
We are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our clients with their estate planning needs. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our organization.
Key Responsibilities- Provide exceptional client service and support to clients with their estate planning needs.
- Assist in the preparation of estate planning documents, including wills, trusts, and powers of attorney.
- Collaborate with clients to understand their estate planning goals and objectives.
- Develop and maintain relationships with clients to ensure their ongoing estate planning needs are met.
- Stay up-to-date with changes in estate planning laws and regulations.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Excellent organizational and time management skills.
- Ability to maintain confidentiality and handle sensitive information.
- Strong analytical and problem-solving skills.
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- The chance to work with a talented and dedicated team.
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Estate Planning Specialist
2 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryProvide support to a team that helps clients with insurance quotations, marketing assistance, and policy servicing. Assist with sales and marketing to promote business growth for a successful Estate Planning Specialist.Key ResponsibilitiesPrepare materials for EPS meetings with prospects and clients.Prepare quotations on various Insurance...
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Estate Planning Specialist
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for EPS meetings with prospects and...
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Estate Planning Specialist
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for EPS meetings with prospects and...
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Estate Planning Consultant
5 days ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Estate Planning Consultant to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will work closely with Investment Advisors to provide consulting services to their clients.In this role, you will be responsible for working with clients to create comprehensive summary letters...
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Estate Planning Consultant
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals...
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Estate Planning Consultant
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to...
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Winegrower and Vineyard Specialist
3 days ago
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Financial Planning Specialist
2 weeks ago
Kelowna, British Columbia, Canada Scotiabank Full timeFinancial Planning SpecialistAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planning Specialist, you'll 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...
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Estate Planning Associate
4 weeks ago
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Real Estate Sales Specialist
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Vineyard Horticulturist
3 days ago
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Marketing Specialist
3 weeks ago
Kelowna, British Columbia, Canada BFL Canada Full timeUnlock Your Career PotentialWe're seeking a talented Marketing Specialist to join our Real Estate Insurance team. As a key member of our team, you'll be responsible for developing and executing marketing strategies to drive business growth and customer engagement.Key Responsibilities:Market business (Strata's/Condos) by building and fostering strong...
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Senior Legal Support Specialist
3 weeks ago
Kelowna, British Columbia, Canada Montgomery Miles & Stone Law Firm Full timeWe are seeking a highly organized and detail-oriented Senior Legal Support Specialist to join our team at Montgomery Miles & Stone Law Firm. The successful candidate will provide administrative support to our lawyers and assist with various tasks related to contract and real estate law.Key Responsibilities:Administrative Support: Provide administrative...
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Accounting Specialist
3 weeks ago
Kelowna, British Columbia, Canada Sussex Insurance Company Full timeAccounting SpecialistSussex Insurance Company is seeking a skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...
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Real Estate Strategic Manager
21 hours ago
Kelowna, British Columbia, Canada Interior Health Authority Full timeInterior Health Authority is seeking an experienced professional to fill the role of Director, Contract Management. This position offers a competitive salary and benefits package.Job Description:The Director, Contract Management will be responsible for leading the development and implementation of strategic plans for managing Interior Health's real estate...
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Senior Real Estate Development Manager
2 weeks ago
Kelowna, British Columbia, Canada TalentSphere Staffing Solutions Full time{"Development Manager Job Description": "Our client, a leading real estate developer in the Okanagan region, is seeking a skilled Development Manager to oversee the design, approval, and construction process of high-rise multifamily residential projects.The ideal candidate will have a strong background in real estate development, excellent organizational and...
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Marketing Specialist
3 weeks ago
Kelowna, British Columbia, Canada BFL Canada Full timeUnlock Your Career PotentialWe're seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team. As a key member of our team, you'll be responsible for developing and fostering strong relationships with Insurers to deliver competitive terms for our clients.Your Key ResponsibilitiesMarket business (Strata's/Condos) by negotiating best...
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Accounting Specialist
3 weeks ago
Kelowna, British Columbia, Canada Sussex Insurance Company Full timeAccounting Specialist at Sussex Insurance CompanyWe are seeking a highly skilled Accounting Specialist to join our team. The successful candidate will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...
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Vineyard Laborer
22 hours ago
Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full timeJob DescriptionWe are seeking a reliable and physically fit Vineyard Laborer to join our team at FRIND ESTATE WINERY. As a Vineyard Laborer, you will play a crucial role in the growth and harvest of our grapes.Responsibilities:Guide growing shoots into optimal development positionsMaintain and manage growth of vines, vine canopy, and grapesRemove manually...
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Marketing Specialist for Real Estate Insurance
4 weeks ago
Kelowna, British Columbia, Canada BFL Canada Full timeUnlock Your Career PotentialWe are seeking a highly motivated and experienced Marketing Specialist to join our Real Estate Insurance team. As a key member of our team, you will be responsible for developing and implementing marketing strategies to promote our Strata and Condo Program.Key Responsibilities:Develop and maintain relationships with Insurers to...