Financial Services Professional

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...

Associate Financial AdvisorAs a key member of our team at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients.This is an excellent opportunity for a detail-oriented and customer-focused individual who is passionate about financial...

Job SummaryRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients and collaborate with RBC partners to help...

Job OpportunityOverviewRoyal Bank of Canada is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with our high-value clients, providing them with expert advice and guidance on their financial needs.Key ResponsibilitiesDevelop and maintain strong relationships with...

We are seeking a skilled Member Advisor to provide exceptional front-line service to our members. As a key member of our team, you will be responsible for identifying member needs and providing personalized financial solutions.Key Responsibilities:Member Service: Respond to member inquiries and concerns through various channels, including digital platforms...

TD Bank Job DescriptionSalary: $21.59 CAD per hourAbout the RoleThis is an exciting opportunity to join TD Bank as a Banking Advisor in Penticton, British Columbia.Job OverviewIn this role, you will be responsible for providing exceptional customer service and financial advice to our clients.Key Responsibilities:Engage customers in day-to-day banking needs,...

About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial needs are met and...

About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial planning needs are...

Associate Role at IG Wealth ManagementAs a key member of our team, you will provide exceptional support to our Senior Financial Advisors and their clients, delivering a comprehensive range of financial products and services.Key Responsibilities:Gather and input client data into financial planning software, ensuring accuracy and efficiency.Prepare engaging...

Job Title: AssociateAs a key member of our team, you will play a vital role in supporting our Senior Financial Advisors and their teams in delivering exceptional financial planning services to our clients. Your primary responsibility will be to provide administrative support, ensuring that our clients receive the highest level of service and attention to...

Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. This role offers a unique opportunity to work in a dynamic and collaborative environment, providing exceptional service to our clients and contributing to the growth of our business.Key Responsibilities:Provide...

beBee Professionals in Penticton is seeking a highly skilled Bookkeeper to join our finance team.Job Summary:The successful candidate will be responsible for managing financial records, preparing financial reports, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices,...

Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled Financial Services Associate to join our team in Penticton. As a key member of our advisory team, you will provide exceptional service to our clients, support the management of client accounts, and contribute to the growth of our business.Key Responsibilities:Provide professional servicing of...

Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our advisory team, you will play a vital role in providing exceptional client service and supporting the growth of our business.Key Responsibilities:Provide professional servicing of client...

Associate Financial Advisor OpportunityAt IG Wealth Management, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As an Associate Financial Advisor, you will play a critical role in supporting our Senior Financial Advisors and their teams in delivering exceptional client service and financial planning...

Job Opportunity:RBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate to join its team.What We Offer:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and...

Job Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled Associate to join our team in Penticton, Canada. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele, supporting Investment Advisors in general administrative duties and client account management.Key Responsibilities:Provide...

Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

Accounting RolebeBee Professionals in Penticton is seeking a detail-oriented accounting professional to maintain accurate financial records and handle accounts payable and receivable.Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash flow.Prepare financial reports and...

About the RoleAs a Financial Services Associate at IG Wealth Management, you will play a vital role in supporting our Senior Financial Advisors and their teams with their financial planning practices. Your primary responsibility will be to provide a full range of financial products and services to our clients, ensuring their financial needs are met and...