Jobs
>
Vancouver

    Financial Advisor/ Planner - Vancouver, BC, Canada - HSBC

    HSBC
    Default job background
    Part time
    Description

    Job Description:

    As a Personal Banker you are a Brand Ambassador for
    HSBCBank Canada, delivering an outstanding customer experience by identifying and fulfilling all customer needs at first point of contact.

    You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments.

    [ads1]


    Job Responsibilities:
    Effectively question and listen to your customers, enabling you to fully understand both new & existing customer's financial circumstances and needs
    Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins

    Demonstrate sound understanding of
    HSBCproducts and services; articulating these to your customer in an engaging and confident manner.

    Help customers to understand how they can flexibly use
    HSBCservices through Internet Banking, phone Banking & self-service points, to meet their varying needs
    Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best possible advice


    Job Requirements:
    Consistently deliver a personalised, friendly & efficient service at all times
    Ability to safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
    Ability to demonstrate your understanding of a customer's requirements through effective fact finding
    Effective communication skills, which will enable you to build strong professional rapport
    A passion for continuously delivering an outstanding customer experience


    Job Details:

    Company:

    HSBC

    Vacancy Type:
    PartTime


    Job Location:
    Surrey, BC, CA


    Application Deadline:
    N/A

    [ads2]

    #J-18808-Ljbffr


  • Canadian Imperial Bank of Commerce Vancouver, BC, Canada

    Senior Financial Advisor MFDA page is loaded Senior Financial Advisor MFDA · Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Busin ...


  • Scotiabank Vancouver, Canada

    Requisition ID: 193530 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose of Job**: · The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors a ...


  • Nicola Wealth Vancouver, Canada

    **Nicola Wealth Description**: · We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealt ...

  • Vancouver City Savings Credit Union

    Wealth Advisor

    1 week ago


    Vancouver City Savings Credit Union Vancouver, Canada

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a great ...


  • Odlum Brown Vancouver, Canada

    **ODLUMBROWN.COM** · **Tax and Estate Planner - Vancouver** · **FIRM OVERVIEW** · Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited that provides · retirement and estate planning, tax planning and insurance products exclusively to Odlum Br ...

  • Scotiabank

    Mortgage Specialist

    1 week ago


    Scotiabank Vancouver, Canada

    Requisition ID: 164871 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose of Job**: · As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage bu ...

  • Nicola Wealth

    Wealth Advisor

    3 days ago


    Nicola Wealth Vancouver, Canada

    At Nicola Wealth, our clients deserve the best. The same goes for our people. · By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepr ...


  • Raymond James Financial Vancouver, Canada

    **Tax Consulting Manager** · - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products ...

  • Nicola Wealth

    Wealth Advisor

    1 week ago


    Nicola Wealth Vancouver, Canada

    At Nicola Wealth, our clients deserve the best. The same goes for our people. · By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepr ...


  • Odlum Brown Vancouver, Canada

    ODLUM BROWN FINANCIAL SERVICES LIMITED · **Estate and Insurance Planner - Vancouver** · **FIRM OVERVIEW** · Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that · provides retirement and estate planning, tax planning and in ...


  • Royal Bank of Canada Vancouver, Canada

    **Job Summary** · **What is the opportunity?** · As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wea ...

  • Raymond James Financial, Inc.

    Transition Planner

    16 hours ago


    Raymond James Financial, Inc. Vancouver, Canada

    **Transition Planner** · - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and ...


  • Nicola Wealth Vancouver, Canada

    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 ...

  • CSN Elite Body Shop

    Collision Estimator

    6 days ago


    CSN Elite Body Shop North Vancouver, Canada

    CSN Elite Body Shop is seeking a full-time Collision Repair Planner / Estimator. · CSN Elite Body Shop and CSN Elite Xpress have been leaders in the Collision Repair industry for over 50 years. Our company has built its reputation on delivering our customers a premium product and ...


  • Canaccord Genuity Corp. Vancouver, Canada

    Salary Range: $95,000 - $100,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commit ...


  • TB Vets Charitable Foundation Vancouver, Canada

    **About us** · **We are** · - A dynamic fundraising organization committed to raising funds and awareness to enhance respiratory health and wellness in our community. · - A passionate team of staff and volunteers that have worked together to raise more than $100 million in the 75 ...


  • JLL Vancouver, Canada

    JLL supports the Whole You, personally and professionally. · Senior Project Manager · Advise Clients on various aspects of Corporate Real Estate and Project Management delivery responsible for a portfolio of project work in the US Region. Act as Trusted Advisor and Owner's repres ...


  • Shiyun Financial 云财税管理 Vancouver, Canada

    **About SY. Wealth 云财富管理** · We are a full service insurance, investment management, and high-networth wealth management firm, based out of Vancouver, Canada. In contrast to mass market brokers that focus on high volume and pay little attention to clients and people, we are a sma ...


  • Travel Edge Network Vancouver, Canada

    Company Description · Founded in 2011, Travel Edge is a $750 million privately-held company specializing in Leisure, Corporate & Events, and Tours travel. As North America's largest luxury-focused travel company, Travel Edge has earned its place as a category leader, outpacing th ...

  • Odlum Brown

    Insurance Assistant

    1 week ago


    Odlum Brown Vancouver, Canada

    **WHO WE ARE** · Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) that · provides financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown · clients. · Anchored in our purpos ...