Associate Insurance Advisor jobs in Penticton, BC

Our people are: - Encouraged to challenge the status quo and never stop learning in their commitment to excellence. - Empowered with a sense of accountability and autonomy to take ownership of their work. - Treated with respect and act with integrity by putting clients, colleagues, and community first. - Recognized for their achievements and celebrate festivities, big and small, to make work...

An established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance with industry standards. The company...

Client Advisor, Personal Insurance Jul 20, 2024 Location: Sylvan Lake, AB, CA We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of...

POSITION SUMMARY Reporting to the Director, Security and Emergency Services, the Security and Emergency Program Advisor is responsible for recommending strategies, procedures, and programs pertaining to the safety, security, and emergency preparedness of staff, housing developments and tenants, facilitating their implementation across the province. He/She/They undertakes safety and security...

Job Overview Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more...

This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. What We Offer: · Remote, work from home career. · Average first-year earnings of $69K commission + bonuses. · Life-long residual income through renewals. ·...

We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. The Financial Advisor...

Private Wealth Management Associate, Lyle&Associates – Penticton, BC Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Private Wealth Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for...

We are currently seeking a Member Solutions Advisor to join our team. The Member Solutions Advisor is based in the member advice centre and provides exceptional customer service to current and potential members by offering a range of deposit and personal lending services. The Member Solutions Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...

Automotive Service Advisor If you believe Customer Service is a true craft -- one built on charisma, communication and thorough product knowledge - we want to talk to youAs a Service Advisor you will be responsible to meet and greet service customers promptly in a professional and courteous manner.Inspect vehicle and refer to service history to accurately identify and verify customer's service...

Job Summary Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Penticton branch is currently...

Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Penticton branch is currently seeking an...

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 Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate...

Client Advisor, Auto Insurance Jul 13, 2024 Location: Penticton, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, formerly CapriCMW Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to...

As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This is an excellent role for someone who is excited to utilize the financial planning process to enhance client relationships and grow an already successful practice. It is an ideal role for a detail oriented...

A leading insurance brokerage in Penticton is seeking a full-time Client Advisor for Personal Insurance. The ideal candidate will advise clients on home and personal insurance policies, ensuring they are appropriately insured. The role includes processing renewals and payments while providing outstanding service. Candidates should hold a Level 1 BC General Insurance License and have prior...

This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.What We Offer: · Remote, work from home career. · Average first-year earnings of $69K commission + bonuses. · Life-long residual income through renewals. · Unionized...

Company: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English Job Grade: 0-Not Applicable For More Info Contact: Umber Rafi The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your...

The Opportunity As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term...

This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families.What We Offer: · Remote, work from home career. · Average first-year earnings of $69K commission + bonuses. · Life-long residual income through renewals. · Unionized...