Private Client Advisor - Kelowna

Job Description · What is the opportunity? · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value i ...

About Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are a venture-backed, tech-enabled commercial insurance brokerage redefining what it means to be a modern insurance partner. · ...

This role calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. You will help clients with their everyday banking needs and collaborate with RBC partners to achieve their goals. · Proactively engage with clients in al ...

The Client Advisor role is dedicated to supporting the Signature Client Executive team. Key responsibilities include policy changes, remarket submissions and proposal creation. · Two years of related experience in the insurance industry. · A strong working knowledge of personal l ...

+Job summary · We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. · +ResponsibilitiesPolicysa changes. · Remarketing submissions (renewal and mid-term). · ...

· We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  · Our people are: · Encouraged to challenge the status quo and never stop learning in their commitme ...

We put our people first. · We also proudly offer most employees the opportunity to become owners. · Join our award-winning network of over 1,200 professionals across Canada and change the way people feel about insurance. · Creates & executes client service plans, · service delive ...

We are building the commercial brokerage of the future at Summit. As a Private Client Advisor you will advise clients on property insurance and automobile insurance. · ...

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve the ...

We are currently recruiting for a Mobile Client Advisor, Auto Insurance to work out of our Kelowna Access Road office. · We require a conscientious team player with the desire and ability to provide exceptional client service. ...

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · ...

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction whether you're demonstrating to a client how to use digital banking or referring a complex opportunity to a specialist your expertise will cont ...

Job summary · Maximize each client interaction by using client-focused sales expertise and natural problem-solving skills to help clients achieve their goals. Responsibilities include proactively engaging with clients in all areas of the branch and community, uncovering banking n ...

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  · Our people are: · Encouraged to challenge the status quo and never stop learning in their commitment ...

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · Proactively engage with clients in all areas of the branch and in the community,Demonstrate to a client how to use digital banking, · Active ...

Job Description · What is the opportunity? · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value i ...

Job Description · What is the opportunity? · This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value i ...

This position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. · Proactively engage with clients in all areas of the branch and in the community · Focuse on client education and demonstration · ...

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interactionSpecifically, you help clients with their everyday banking,You will be proactive in engaging with clients in all areas of the branch and in the ...

· We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  · Our people are: · Encouraged to challenge the status quo and never stop learning in their commitme ...