Client Advisor Intern - Kelowna

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, uncovering banking needs, providing help and advice, as wel ...

Job Summary · 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, · Proactively engage with clients in all areas of the branch and in ...

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 ...

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 ...

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

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 · ...

We have a Student Intern role available for the summer in Vernon, British Columbia. · You will gain foundational skills as a Client Advisor Intern, the face of RBC. You work on the front lines, serving clients, carrying out transactions, solving problems and spotting sales opport ...

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 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 ...

The Wealth Operations team provides administrative and operational support to mutual fund registered advisors. This is a full-time 4-month temporary role from beginning of May to the end of August. · ...

Join Summit as a Tenant Insurance Advisor and become a core driver of our growth. · ...

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 ...

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 looking for a career-minded individual who is focused on growing their insurance industry knowledge and experience. As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence an ...

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 ...

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 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 currently conducting a CFO search for a Kelowna (BC) based incubator that funds several start-up companies in various sectors. · Budgeting, cashflow/ analysis; · Prepare bank and other Gl account reconciliations; · Research IFRS standards and write position papers to addre ...