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Keywords: Client Advisor, Location: Kelowna, BC

Page: 1

Client Advisor Intern

Job Summary Job Description What is the opportunity? This unique position calls on your client-focused sales... expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

Location: Kelowna, BC
Posted Date: 10 Jan 2025

Client Advisor

Job Summary Job Description What is the opportunity? This unique position calls on your client-focused sales... expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

Location: Kelowna, BC
Posted Date: 09 Jan 2025

Insurance Advisor - Region I

We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd... is growing and has a new opportunity for an Insurance Advisor in Kelowna, BC in our The Ponds (Frost Road) location. Do you love...

Location: Kelowna, BC
Posted Date: 09 Jan 2025

Mobile Mortgage Advisor - Kelowna and Kamloops location

Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make... of your interview. How you’ll succeed Client engagement - Focus on the client experience and connect on a personal level to make...

Company: CIBC
Location: Kelowna, BC
Posted Date: 04 Jan 2025

Employment Resource Advisor / Jr Employment Consultant

Employment Resource Advisor / Jr Employment Consultant to join our team in Kelowna (Rutland Centre), Canada. In this role... accurate client records and documentation in database systems Research and share information about local labor market trends...

Posted Date: 21 Dec 2024
Salary: $52333 per year

Associate Wealth Advisor

is seeking an Associate Wealth Advisor to join a high performing Advisory Team. You will develop and implement the team’s wealth... management strategy for clients. What will you do? Coordinate meetings and events for the Investment Advisor with clients...

Location: Kelowna, BC
Posted Date: 14 Dec 2024
Salary: $38000 - 55000 per year

Investment Advisor

Job Summary Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion... you build and maintain client relationships. You’re a self-starter – someone who wants to make their day their own. You’re...

Location: Kelowna, BC
Posted Date: 01 Dec 2024

Banking Advisor Intern

Job Summary Job Description What is the opportunity? This unique position calls on your client-focused sales... expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

Location: Kelowna, BC
Posted Date: 10 Jan 2025

Banking Advisor

Job Summary Job Description Job Description: What is the opportunity? This unique position calls on your client...-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients...

Location: Kelowna, BC
Posted Date: 10 Jan 2025

Branch Administrator

levels of internal and external client service, adherence to compliance and audit requirements and maintenance of branch... Service – Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate...

Company: CIBC
Location: Kelowna, BC
Posted Date: 21 Dec 2024
Salary: $52310 - 71370 per year

Commercial Account Executive

as their insurance advisor. Through our Sales Enablement team, our producers are supported by best in class research tools and programs... with questions regarding their coverage Communicate with company personnel regarding the client’s needs and/or problems Understand...

Location: Kelowna, BC
Posted Date: 16 Dec 2024
Salary: $60000 - 65000 per year

Administrative Assistant

with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Maintain.... Follow up on client trades to ensure proper settlement and delivery. Support the Advisor team and client through the Wealth...

Location: Kelowna, BC
Posted Date: 14 Dec 2024
Salary: $37500 - 45000 per year

Senior Manager, Domestic Tax

As a Senior Tax Manager in our Domestic Tax team, you'll own client relationships within a wide variety of industries... and help you solve client problems, delivering personalized solutions. Who we are You know those big cities that still feel...

Company: Grant Thornton
Location: Kelowna, BC
Posted Date: 29 Nov 2024
Salary: $93000 - 140000 per year

Manager - Private Enterprise Core Services

each client’s business, we convert information into insights to uncover hidden opportunities to improve client efficiency... with clients; Assist partners in client receivables and billings; Apply professional judgment when making non-routine decisions...

Company: KPMG
Location: Kelowna, BC
Posted Date: 21 Nov 2024
Salary: $70000 - 104500 per year

Mortgage Specialist - BC Interior & Okanagan Region

culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client...-focused culture. Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA...

Company: Scotiabank
Location: Kelowna, BC
Posted Date: 19 Oct 2024

Mortgage Specialist - BC Interior & Okanagan Region

culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client...-focused culture. Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA...

Company: Scotiabank
Location: Kelowna, BC
Posted Date: 19 Oct 2024