Current jobs related to Personal Advisor - Langley - Gulf & Fraser

  • Personal Advisor

    1 week ago

    Langley, Canada G&F Financial Group Full time

    Why G&F? Drive, contribute, grow - together. At G&F, you have the opportunity to drive, develop and further your career alongside a team of passionate, empowered and engaged fellow professionals. G&F is proud to offer a caring, open-minded culture that encourages community involvement where you can contribute to causes that are important to you. You can...

  • Client Services Advisor, Personal Lines

    1 week ago

    Langley, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Parts Person

    5 days ago

    Langley, Canada Alquip Diesel Full time

    **Position Summary** The **Parts Advisor **is a professional and customer-orientated individual with excellent communication skills, as well as extensive commercial trucks and trailer's parts knowledge. The main responsibilities include assisting customers and technicians with their parts inquiries and needs. Reporting directly to the Department Manager,...

  • Member Solutions Advisor

    2 weeks ago

    Langley, Canada First West Careers Full time

    We are currently seeking a Member Solutions Advisor to join our team.The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions...

  • Service Advisor

    2 weeks ago

    Langley, Canada Tridem Services Ltd Full time

    Pay: $32.00-$36.00 per hour Expected hours: 40 per week Additional pay: - Overtime pay **Benefits**: - Dental care - Extended health care - Vision care Flexible language requirement: - French not required Schedule: - 10 hour shift **Experience**: - service advisor: 3 years (required) - Customer Service: 5 years (required) Work Location: In...

  • Insurance Advisor

    2 weeks ago

    Langley, Canada The Cooperators, Bethany Heppner & Associates Ltd. Full time

    **Company Overview** The Cooperators, Bethany Heppner & Associates Ltd. is an advisor-owned office dedicated to providing exceptional insurance and financial services. Our dynamic and caring team prioritizes client satisfaction and is committed to doing what is right for our clients. We pride ourselves on our collaborative environment that fosters growth...

  • Financial Advisor

    2 days ago

    Langley, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Automotive Service Advisor

    5 days ago

    Langley, Canada Mobil 1 Lube Express Full time

    Responsibilities: - Greet customers and provide excellent customer service - Listen to customer concerns and accurately document them - Conduct vehicle inspections and provide repair recommendations - Create and explain estimates for repairs and services - Schedule appointments and manage the service calendar - Coordinate with technicians to ensure timely...

  • Rental Advisor

    5 days ago

    Langley, Canada ClearwayBC Full time

    **Clearway Car & Truck Rentals** 6780B Glover Rd, Langley, V2Y 1S6, BC, Canada **Job Position**: Rental Advisor (Full Time Position) **Company Overview**: - We are unique and different from any other workplace you have worked at before. - We care about our staff and our staff always feel appreciated and validated. - We have thrived in the Fraser Valley...

  • Personal Lines Advisor

    1 week ago

    Langley, Canada AMC Insurance Full time

    **Personal Lines Agent** AMC Insurance is expanding, and we're searching for people who want to be entrepreneurs to join our team! We are BC's fastest-growing company, we provide stability, possibilities for career advancement, and a strong teamwork environment. Whether you're new to the insurance industry or a seasoned veteran, AMC Insurance can help you...

Personal Advisor

3 weeks ago

Langley, Canada Gulf & Fraser Full time

**About Beem Credit Union**

**What this role is all about**:
Beem Credit Union is looking for motivated individuals looking to grow a career in financial services to join us in the role of **Personal Advisor**. The Personal Advisor is a key role in the Member Hub, acting as first point of contact for member calls and is an example of service excellence and powerful first impressions. The Personal Advisor provides a superior member experience by proactively solving member inquiries, promoting Beem Credit Union’s products and services and collaborating to support the branch network and other departments in maintaining and growing the member portfolio while building lasting and meaningful relationships.

**What you’ll do**:

- Provides non-cash related account services to members and processes routine banking transactions.
- Analyzes member needs, provides individualized financial advice and recommends appropriate Beem Credit Union products and services and alternatives, including cross-selling and referrals to specialists.
- Sells, prepares and ensures accurate processing of deposit and investment products and services including Term Deposits, RRSPs, RRIF’s, RESPs and related transactions.
- Proactively participates in seasonal and ongoing marketing product campaigns.
- Maintains records of financial information, produces financial reports and maintains financial systems to provide accurate, timely and relevant information for the most effective decision making.
- Reviews computer generated reports such as overdraft, new accounts and term maturities to identify variances and necessary action.
- Performs regular and proactive outbound calls for mortgage and deposit product renewals as well as marketing campaigns to increase member retention and wallet share.
- Proactively seeks opportunities to consolidate business from other financial institutions and strengthen financial relationships with Beem Credit Union.
- Proactively identifies and recommends process improvements for better efficiencies.
- Collaborates with specialist departments by referring members for additional services.

**What you'll bring**:

- Post-secondary business degree or diploma, or a combination of education and experience
- 2-3 years’ related experience
- Back to Basics - Lending Program
- Financial Planning 1 or equivalent is recommended
- CUIC 210: Consumer & Residential Mortgage Lending is preferred
- Equivalent combination of the above may be appropriate

**What you’ll gain**:
The starting salary for this position is $$49,822.50 aligned to union agreement terms.

**At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do**
- **B**uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
- **O**wn It: You are ready to take charge, drive change, and deliver outstanding results.
- **L**ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
- **D**riven by Curiosity: You are eager to explore, learn, and shape the future.

**Ready to join?**
- Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships._