Personal Financial Advisor jobs in Sidney, BC

A leading financial services provider in Canada is seeking a dedicated Customer Service Representative in Sidney, British Columbia. The role involves delivering exceptional service, identifying customer needs, and providing tailored financial solutions. Ideal candidates have 1-2 years of relevant experience, strong interpersonal skills, and a passion for helping customers. This position offers a...

Job Description During a typical day, you will: - Deliver results on store profitability goals - Provide a quality customer sales experience through efficient execution of all customer transactions - Determine customers' needs and provide them with solutions that satisfy those needs - Handle cash and accurately enter transactions into the system - Contact customers over the phone with past due...

A leading financial institution in Sidney, BC is seeking an Administrative Assistant to support its Investment Advisor team. The role involves providing administrative support, engaging with high-net-worth clients, and participating in business development activities. Ideal candidates will have current accreditation as an Investment Representative (IR). This full-time position offers a...

A leading financial services provider in Victoria is looking for a dedicated Banking Advisor to enhance customer relationships and provide tailored financial solutions. You'll engage with customers, support transactions, and drive business growth through proactive outreach. Ideal candidates have relevant experience, lending qualifications, and a strong commitment to customer service. This role...

A Canadian insurance brokerage is seeking an ambitious Client Advisor for Personal Insurance in Victoria, BC. This role involves delivering exceptional customer service, managing client relationships, and contributing to business growth through new business development and up-selling initiatives. Key qualifications include 3-5 years of personal insurance experience, strong interpersonal and...

A leading career training institution is seeking a dedicated Admissions Advisor in Victoria, Canada. This role involves promoting programs to prospective students, conducting interviews, and supporting the enrollment process. The ideal candidate should have sales experience and strong communication skills. The position is full-time and requires organizing marketing events while maintaining...

Overview 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...

Select how often (in days) to receive an alert: Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

2 days ago Be among the first 25 applicants You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day,...

Company: CGIC Employment Type: Temporary Full-Time (48 months) Work Model: Hybrid Language: This role operates in English. Additional Information: This/these role(s) is/are currently vacant The Opportunity We are a leading Canadian financial services co‑operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy....

Senior Financial Advisor (Mayfair Branch) Island Savings, a division of First West Credit Union is seeking a Senior Financial Advisor to join the Mayfair Branch. 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...

SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Victoria, British Columbiatime type: Full timeposted on: Posted 12 Days Agojob requisition id: JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager...

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 accountability and autonomy to take ownership of their work. - Treated with...

A leading financial institution is seeking a customer-focused representative in Victoria, Canada, to deliver exceptional service and provide banking advice. The role involves collaborating with partners, identifying customer needs, and promoting financial solutions. Ideal candidates have experience in consultative sales, strong interpersonal skills, and proficiency in digital tools. This position...

Application Deadline 02/20/2026 Address 2461 Beacon Avenue Job Family Group Retail Banking Sales & Service This role requires availability from Monday to Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the...

Client Advisor, Personal Insurance - Megson FitzPatrick Jul 13, 2024 Location: Nanaimo, British Columbia, CA Victoria, British Columbia, CA We put our people first. As an employer of choice, Acera Insurance, formerly Megson FitzPatrick Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge...

A leading financial institution in Sidney is looking for a Retail Banking Sales and Service Representative. You will deliver exceptional customer service and provide financial guidance. Ideal candidates have 1-2 years of relevant experience, a passion for customer service, and strong interpersonal skills. You will manage customer transactions and collaborate with team members to enhance the...

A financial institution in Victoria is looking for a dedicated professional to engage customers by providing tailored financial solutions. This role includes conducting needs-based assessments to foster loyalty and improve customer experiences. Candidates should possess 2-3 years of relevant experience and a commitment to client service. Benefits include competitive salary and health insurance,...

A leading financial institution is seeking a part-time Banking Associate in Victoria, Canada. The role involves delivering outstanding customer service, identifying needs, and providing personalized financial solutions. Candidates should have a strong understanding of digital tools and a commitment to helping clients. The job requires availability for a minimum of 18.75 hours per week and offers...

A prominent financial institution located in Victoria seeks an experienced customer service representative. The role focuses on delivering exceptional service, providing financial guidance, and collaborating within the branch. Ideal candidates will have 1-2 years of relevant experience and strong interpersonal skills. The position offers a competitive salary between $36,000.00 and $54,500.00,...