strategic financial advisor - Nanaimo - beBeeClientFocused

    beBeeClientFocused
    beBeeClientFocused Nanaimo

    1 day ago

    Job title: Financial Consultant, Regional Services

    Description

    Job Opportunity

    This is a customer-focused position that requires experience in financial planning and advice.

    • Develop and implement strategies to deepen client relationships.


  • Only for registered members Nanaimo

    We are seeking a licensed Advisor to join our team in Cumberland, BC. This is a confidential opportunity for a client-focused professional with both insurance and investment licensing who enjoys building long-term relationships and delivering holistic advice. · ...

  • Only for registered members Nanaimo

    Join a purpose driven winning team at Scotiabank where you can build your future in an inclusive culture. You'll make an impact by helping customers achieve their goals. · ...

  • Only for registered members (s): Canada : British Columbia : Nanaimo

    · Join a purpose driven winning team · In an inclusive and high-performing culture. · You help make the futures of our customers happen. · ...

  • Only for registered members Nanaimo $38,500 - $100,000 (CAD)

    We believe our future is brightFinancial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. · ...

  • Only for registered members Salt Spring Island, BC

    We are currently seeking a Senior Financial Advisor to join our team. · The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, · deposit and complex lending services.Member Service: Builds strong relati ...

  • Only for registered members Duncan, British Columbia

    We are currently seeking a Senior Financial Advisor to join our team. · The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Member Service: Builds strong relation ...

  • Only for registered members Ladysmith

    We're building a relationship-oriented bank for the modern world. At CIBC, we embrace your strengths and your ambitions so you are empowered at work. · As a member of the Personal and Business Banking Team you'll build and grow a dedicated client portfolio through relationship ma ...

  • Only for registered members Parksville Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · Focusing on each client experience and connect on a personal level to make every interaction meaningful. · Culti ...

  • Only for registered members Parksville

    We're building a relationship-oriented bank for the modern world. · At CIBC we enable the work environment most optimal for you to thrive in your role.To successfully perform the work, you'll be on-site full-time. · ...

  • Only for registered members Nanaimo Full time $80,000 - $128,000 (CAD)

    You will play an important role in helping experienced advisors grow their business by supporting them in building and expanding a holistic financial services practice that includes life and health insurance · and wealth products.Source new candidates with established practices ...

  • Only for registered members Nanaimo Full time $80,000 - $128,000 (CAD)

    You will coach experienced advisors to grow their business by supporting them in building and expanding a holistic financial services practice. You will contribute to the success of the District overall. · ...

  • Member Advisor

    4 weeks ago

    Only for registered members Nanaimo, British Columbia

    We are currently seeking a Member Advisor to join our team. · The Member Advisor delivers front line service by identifying and responding to member needs through thoughtful financial conversations. · This role enhances digital literacy by assisting with online banking setup and ...

  • Only for registered members Nanaimo Full time $50,000 - $75,000 (CAD)

    We re searching for Commercial Insurance Advisors who love to talk about insurance and provide exceptional client service if so you will love working for Westland We are looking for a career minded individual who is focused on growing their insurance industry knowledge and experi ...

  • Only for registered members Nanaimo $51,000 - $60,000 (CAD)

    As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business. · You will build lasting relationships with your customers, helping to protect what matters most to them. · ...

  • Only for registered members Nanaimo $51,000 - $65,000 (CAD)

    Proudly Canadian. Driven by Purpose. Rooted in Care. · You will provide quotes and sell new policies to customers via phone,in-person and by email · ...

  • Only for registered members Nanaimo $41,000 - $48,000 (CAD)

    We are looking for an Insurance Advisor to join our team in Nanaimo, BC. · As an Insurance Advisor you will provide quotes and sell new policies to customers via phone, in-person and by email. You will also assist customers with the purchase of their home and auto policy, · What ...

  • Only for registered members Nanaimo Full time $50,000 - $100,000 (CAD)

    This role is eligible for commission based earnings and offers the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. · Undergraduate D ...

  • Parts Advisor

    1 month ago

    Only for registered members Nanaimo

    We are seeking an experienced heavy-duty equipment parts advisor to join our team in Nanaimo. · We offer competitive salaries and benefits packages including financial health and RRSP matching, · flexibility and job security in a sustainable work environment with opportunities fo ...

  • Parts Advisor

    2 weeks ago

    Only for registered members Nanaimo

    We are seeking an experienced parts advisor to join our team in Nanaimo. As a parts advisor, you will provide exceptional customer service and work with install shop employees to supply correct parts for new builds. · ...

  • Only for registered members Nanaimo

    +Job summary · Proudly Canadian. Driven by Purpose. Rooted in Care. · +ResponsibilitiesYou will provide quotes and sell new policies to customers via phone, in-person and by email. · Everyday you will assist customers with the purchase of their home and auto policy. · You will ma ...

  • Only for registered members Nanaimo

    Make an impact as a Senior Accountant with our Indigenous Services team. · ...

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