Account Manager I

1 week ago

Burnaby, Canada Vancity Full time

As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives.

**The Team**:The Account Manager I reports directly into the Assistant Branch Manager.

**A typical day would involve**:

- Providing comprehensive, financial and relationship based advice in order to grow and maintain assigned and unassigned members' portfolios.
- Identifying and assessing member/prospect needs to provide appropriate products and services which include signature lending, secured lending, mortgages, term deposits and the like.
- Recognizing and making appropriate referrals to Vancity Specialized Teams such as Sustainable Wealth Management, Wealth Protection, Business Banking and others, to deliver comprehensive support to our members.
- Meeting targets as defined by objectives that will contribute to profitability for the branch and Vancity.

**You are**:

- **Resourceful-** **You understand and utilize the network of resources available to you and can independently formulate appropriate solutions for your members
- **Tech-savvy -** People often say you’re a quick learner and great with technology & systems
- **A strong relationship builder-** You find it easy to get to know others and build trust
- **Ready for a challenge -** You have a positive attitude and are able to work in a fast-paced changing environment

**You Have**:

- **A High school diploma**:

- At a minimum, you have graduated high school and/or equivalent
- **Completion of Financial Planning Coursework-** **You have taken _Fundamentals of Personal Financial Planning or Financial Planning 1 and CUIC 210_
- **Completed Investment** **Coursework
- **You have taken Investment Funds in Canada, or Canadian Investment Funds Course, or Canadian Securities Course.
- **Financial Industry Experience**:

- Three years of member service experience in the financial industry
- **Retail Lending Experience**:

- Two years of retail lending experience in the financial industry

**Pay Band: 4

  • Account Manager I

    1 week ago

    Burnaby, Canada Vancouver City Savings Credit Union Full time

    **The Role: Account Manager I** As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives. This is a **full time, 6 months work assignment** role located at **Brentwood Community Branch** (Br 43)** and reports directly to the...

  • Account Manager I

    1 week ago

    Burnaby, Canada Vancity Full time

    **The Role: Account Manager I** As a result of your work Vancity will have more members with a high level of loyalty doing more of their business with Vancity helping us redefine wealth consistent with branch objectives. This is a **full time, 6 months work assignment** role located at **Brentwood Community Branch** (Br 43)** and reports directly to the...

  • Corporate Accountant I

    5 days ago

    Burnaby, Canada BCAA Full time

    Why BCAA?Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...

  • Corporate Accountant I

    5 days ago

    Burnaby, Canada BCAA Full time

    As a **Corporate Accountant I**, you’ll play a meaningful role processing full-cycle accounting across multiple business divisions, while assisting with regular monthly financial results. You’ll support Senior Accountants with regular quarterly & yearly financial reporting, ensuring ongoing compliance across the organization, and be instrumental in...

  • Account Manager I

    1 week ago

    Oakville, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern, Canada Axis Insurance Full time

    Join to apply for the Account Manager I role at Axis Insurance 3 weeks ago Be among the first 25 applicants This range is provided by Axis Insurance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$60,000.00/yr - CA$75,000.00/yr This role is eligible for remote work. Axis Insurance...

  • Accounting Clerk I

    1 week ago

    Burnaby, Canada Metro Vancouver Full time

    **Department**: Financial Services **Employee Group**: Teamsters Local 31 **Location**: 4515 Central Boulevard, Burnaby **Salary Range/ Wage Rate**:PG 14 $1,837.88 - $2,153.25 bi-weekly **Our Financial Services Department is seeking an Accounting Clerk I who will process invoices accurately in a high volume setting, validate source documents in a meticulous...

  • Corporate Accountant I

    4 days ago

    Burnaby, BC VG T, Canada BCAA Full time US$62,000 - US$77,000 per year

    Why BCAA?Feel proud of what you do and help shape the future of BC at a BC Top Employer. We're driven by purpose – delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger communities,...

  • Hybrid Corporate Accountant I: Multi-Entity Financial Reporting

    5 days ago

    Burnaby, Canada BCAA Full time

    A leading insurance provider in BC is seeking a Corporate Accountant I to handle full-cycle accounting. This role involves processing transactions, assisting with financial reporting, and ensuring compliance. The candidate should have at least 3 years of experience in accounting or auditing, proficiency in MS Office, and strong problem-solving skills. This...

  • Account Manager I

    2 weeks ago

    Quebec, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Leica Biosystems Full time

    Account Manager I – Canada Join to apply for the Account Manager I - Canada role at Leica Biosystems. Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Leica Biosystems, one of Danaher’s 15+ operating companies, our work saves lives—and we’re all united by...

  • Senior Product Manager

    4 weeks ago

    Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Collective[i] Full time

    Join to apply for the Senior Product Manager (Remote, Canada) role at Collective[i]. At Collective[i], we value diversity of experience, knowledge, backgrounds and people who share a commitment to building a company and community on a mission to help people be more prosperous. We recruit extraordinary individuals and provide them the platform to contribute...