Financial Services Representative

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...

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...

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...

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...

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...

About the Role:We are seeking a Customer Relationship Representative to join our Envision Financial team in Kelowna, BC.The successful candidate will provide exceptional customer service, building strong relationships with current and potential customers. They will be responsible for identifying customer needs and providing tailored solutions, while...

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...

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.

About the RoleWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Western Financial Group. As an Insurance Sales Representative, you will be responsible for providing quotes and selling new policies to customers via phone, in-person, and by email.Key ResponsibilitiesProvide quotes and sell new policies to...

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 OverviewWe are seeking a highly motivated and skilled Insurance Sales Representative to join our team at Western Financial Group. As an integral part of our sales team, you will play a key role in delivering exceptional customer service and driving revenue growth.About the RoleThis full-time position offers a competitive compensation package consisting...

**Job Overview**We are seeking an exceptional leader to join our team as a Lead Financial Services Manager. In this role, you will oversee the daily operations of our branch, ensuring seamless delivery of financial services to our customers.**Compensation Package**The successful candidate can expect a competitive salary ranging from $65,000 to $75,000...

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...

Unlock your potential as a Sun Life Financial Advisor and take control of your career. With our comprehensive training and support, you'll have the tools to build a successful business and achieve financial independence.What's in it for you?Be your own boss and enjoy the freedom to work on your own termsBenefit from dedicated leadership support and access to...

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...

beBee Professionals in Kelowna is seeking a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service, handling customer transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle...

Insurance Broker RoleAt Western Financial Group, we are seeking a skilled Insurance Broker to join our team. As an Insurance Broker, you will play a crucial role in providing exceptional customer service and sales support to our clients.Key Responsibilities:Provide quotes and sell new policies to customers via phone, in-person, and by emailAssist customers...