Financial Services Coordinator

Financial Services ConsultantWe are seeking a highly skilled Financial Services Consultant to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles and provide solutions to financial needs.Key...

Envision Financial is committed to providing exceptional service to our members, and we are seeking a skilled Financial Services Representative to join our team in Kelowna, BC. This role offers a competitive salary of $55,000 - $65,000 per year, depending on experience.Job DescriptionThe Financial Services Representative will be responsible for providing...

We are seeking a Financial Service Representative to join our team in Kelowna, BC. The estimated salary for this position is between $55,000 - $65,000 per year, depending on experience.Job DescriptionThe Member Service Associate is responsible for providing front-line member service to triage and manage member needs by asking members thoughtful financial...

About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...

We are seeking a skilled Strategic Financial Services Consultant to join Envision Financial's team in Kelowna. The successful candidate will provide exceptional customer service and financial advice to members, identifying their needs and providing solutions through various investment, deposit, and lending services.The ideal candidate will have a strong...

Job SummaryWe are seeking an experienced Financial Services Coordinator to join our team at Banner Recreation & Marine. In this role, you will be responsible for maintaining financial records and performing various accounting tasks.Key ResponsibilitiesMaintain accurate and up-to-date financial records, including ledgers and statements.Perform reconciliations...

We are seeking a skilled Member Advisor to provide exceptional front-line service to our members in Kelowna, BC.The ideal candidate will be responsible for triaging member inquiries, managing member needs, and creating positive experiences to retain and deepen financial relationships. They will advance member knowledge and use of digital channels to serve...

We are seeking a Financial Services Representative to provide exceptional member service and support to our clients in Kelowna, BC.The ideal candidate will be responsible for providing front-line member service, triaging member needs, and managing member relationships. They will also be responsible for advancing member knowledge and use of digital channels...

OverviewWe are seeking a highly skilled Financial Services Specialist to join our team in Kelowna. This role requires expertise in investment products and services, as well as exceptional customer service skills.

Marketing & Communications CoordinatorWe are seeking a highly skilled Marketing & Communications Coordinator to join our team at Envision Financial.This role is responsible for providing administrative support to the Marketing & Communications Team, including coordinating scheduling and logistics, handling confidential information, budget management, and...

We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...

We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

Job SummaryWe are seeking an experienced finance professional to join our Financial Services team in the Treasury department of Financial Planning. The successful candidate will be responsible for managing the investment and debt portfolios, overseeing the utilization of reserves, developing financial models, and formulating funding strategies.Key...

Job SummaryWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team in Kelowna within our Valley First division.This role will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Key Responsibilities:Member Service: Build strong relationships...

About the RoleWe are seeking a highly organized and detail-oriented Financial Transactions Coordinator - Accounts Payable to join our team. This is a fantastic opportunity for someone looking to start or further their career in finance.Salary Range: $63,000 - $82,000 per yearJob DescriptionThe Financial Transactions Coordinator - Accounts Payable will be...

Overview:Coast Capital Savings is a financial institution that has been serving its members for decades. Our goal is to provide our customers with simple financial help.About the Role:We are seeking an experienced leader to join our team as an Assistant Manager, Member Services. This role will involve working closely with the Manager, Member Services, to...

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...

Role OverviewWe are seeking a skilled Financial Planner to join our team in Kelowna, British Columbia. This role involves developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the JobThe successful candidate will focus on investment sales and new client acquisition, as well as...

About UsAt Interior Health, we strive to create a work environment that fosters collaboration, innovation, and continuous learning. Our team is committed to providing high-quality patient care and services, and we're looking for dedicated professionals like you to join our team.Salary RangeThe salary range for this position is $74,618 to $107,264 per year,...