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

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 [...]

conducting sales planning and fulfilling the execution of service for an existing client base. Location(s): Canada : British Columbia : Vancouver Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", [...]

Job Responsibilities Provide exceptional customer service to brokers on their new business applications Act as a liaison between the underwriter and the broker Review and set up new applications for underwriters' review and order and f[...]