Senior Member Solutions Advisor - Kelowna, British Columbia

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.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. · ...

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. · Here's what would be included as a part of your typical dayBuilds strong relati ...

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. · ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...

This is a revenue-driving advisor role for an Employee Benefits Advisor. As an owner of your pipeline, you'll drive new opportunities and work directly with decision-makers. · Prospecting and opening doors with business owners and HR leaders · Turning conversations into opportuni ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth mana ...

IMDEX is seeking a Technical Service Representative to provide high-quality technical support and consultative services to both established and newly established clients. · Serve as the first point of contact for client inquiries and complaintsConduct service calls and meetings w ...

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 ...

We are the home of ambitious, passionate, and innovative world shapers. With an unmatched breadth and depth of engineering, advisory and science-based expertise, our global minds unite to power local solutions. We are pathfinders and impact makers. · ...

We are a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada. We are looking for someone who wants to help build our Employee Benefits practice. · ...

We're looking for talented sales professionals to join our winning team. As an Account Specialist, you'll be a hunter who prospects new business daily through door-to-door visits and cold calling. · Hunt and develop new business through strategic territory management, in-field vi ...

+Job summary · We are currently seeking a Senior Financial Advisor to join our team. · +QualificationsCollege or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience · Mutual Funds License required · ...

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 ...

Description · Position Description · The Retail Banking team delivers front line service and personalized financial guidance to help members feel confident and supported in their day‑to‑day banking needs. The team builds strong relationships by understanding each member's goals, ...

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 ...

Redefine what's possible with us. You want Purpose. Growth. Opportunity. People who get it. · Innovate and Lead – In this role, you'll be at the forefront of building and growing a high-performing mechanical engineering team in Interior BC. · ...