Bank, Insurance, Financial services Jobs in Burnaby, British Columbia

As Associate Portfolio Manager (available to CFA charterholders) or Associate Investment Advisor (available to CIM designation holders) your role is to deliver customized investment advice, wealth management strategies and exceptional [...]

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital LiteracyAdditional Job DetailsAddress:1281 56 ST:DELTACity:DELTACountry:CanadaWork hours/week:37.5Employment Type:Full timePl[...]

As a Financial Planer you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned[...]

Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Ensures transactions and tasks are appropriately assigned to te[...]

Insurance Advisor 9850 King George Blvd, Surrey, BC V3T 0P9, Canada Req #3452 Friday, November 8, 2024 We're searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a[...]

Develop strong relationships with the clients in the account management block to maintain a high level of client satisfaction. Understand the frequency of meetings, client specific reports, plan design and active or upcoming projects.I[...]

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools an[...]

Senior Account Manager (Group Benefits) Richmond, BC, #110-3900 Steveston Hwy, Richmond, British Columbia, Canada Req #3564 Thursday, November 7, 2024 We're searching for a Senior Account Manager (hybrid). Are you searching for new pos[...]

Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you're demonstrat[...]

What will you do? Lead detailed requirement phases by identifying, tracking, escalating and/or resolving business systems issuesAssess, research, analyze and document sponsor/stakeholder needs in accordance with the Project Life Cycle [...]