Member Advisor - Kelowna, BC, Canada

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 ...

Beem Credit Union is redefining what it means to be a credit union with a financial partner that offers both digital ease and people-first service. · 1-3 years of job-related experience in a financial sales and service environment · ...

Beem Credit Union is looking for a Member Services Advisor to join our Mission Branch in Kelowna, B.C. for a temporary 10-month term. · 1-3 years of job-related experience in a financial sales and service environment · ...

Beem Credit Union is looking for a Member Service · Advisor to join our Glenmore Branch in Kelowna, · B.C. As a Member Service Advisor at Beem, · You play a vital role in driving our company's · financial success. · ...

+Job summary++As one of BC's largest credit unions, we serve over 200000 members across 66 branches with $18 billion in assets under administration.+If you're passionate about making a difference and want to join a team that values collaboration innovation and purpose join us on ...

We are looking for a Member Services Advisor to join our Mission Branch in Kelowna, B.C. for a temporary 10-month term. · Open accounts,process investments & lending transactions. · ...

Beem Credit Union is looking for a Member Services Advisor to join our Mission Branch in Kelowna BC As a Member Service Advisor at Beem you play a vital role in driving our companys financial success By addressing our members core needs with excellence you not only enhance their ...

Beem Credit Union is looking for a Member Service Advisor to join our Orchard Centre Branch in Kelowna, B.C. As a Member Service Advisor at Beem, you play a vital role in driving our company's financial success. · Open accounts, process investments & lending transactions. · Condu ...

We are currently seeking a Senior Member Solutions Advisor to join our team. · The Senior Member Solutions Advisor is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of investments and co ...

We are currently seeking a Senior Member Solutions Advisor to join our team. · The Senior Member Solutions Advisor is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of investments and co ...

We are currently seeking a Senior Member Solutions Advisor to join our team. · Provides exceptional customer service to current and potential members by proactively offering a range of investments and complex lending services. · Identifies member life stage cycle and provides sol ...

We are looking for a Member Service Advisor to join our Glenmore Branch in Kelowna. As a Member Service Advisor at Beem Credit Union you play a vital role in driving our company's financial success by addressing members' core needs with excellence and identifying opportunities to ...

We are currently seeking a Senior Member Solutions Advisor to join our team.The Senior Member Solutions Advisor is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of investments · and co ...

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. · ...

Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. · ...

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. ...

The Student (Member & Advisory Experience) will provide administrative and project support to an assigned department while contributing to team objectives. They will assist in experience-related initiatives that help elevate the advisory journey. This is a full-time 4-month tempo ...

This is a mobile client-facing role that requires travel to meet with members across your assigned territory up to · two hours of travel in any direction. You will be responsible for providing exceptional tax and accounting advice to Members.Provide exceptional tax and accountin ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour la découverte des objectifs d'investissement et de protection pour offrir un conseil personnalisé et des solutions aux clients. · Préparer les documents et fournir les mises à jour à l'IA en préparati ...

Sales Advisor at Okanagan Chateau Retirement Residence in Kelowna BC. Temporary Full-Time position for one year. · Development and implementation of the Community marketing plan. · Coordination of promotional activities. · Holds primary responsibility for all sales functions incl ...