Build a flexible career in the insurance industry by speaking with individuals interested in insurance coverage and helping clients understand available protection options.
Compensation
Compensation is commission-based
Responsibilities
Speak with individuals interested in insurance coverage
Help clients understand available protection options
Build relationships and maintain communication with clients
Continue developing product knowledge and communication skills
Provide financial advice and manage mortgage client portfolios in a fast-paced banking centre, building relationships and driving business development.
Locations (2)
Penticton, British Columbia, Canada
Nanaimo, British Columbia, Canada
Compensation
competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Meet with clients to understand their personal and business priorities and advise on solutions
Provide a forward-looking financial plan and comprehensive retail banking offer
Engage in marketing and outreach activities to grow client network
Call existing and potential clients to identify growth opportunities
Participate in community and banking centre events
Requirements
Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
As a Client Engagement Associate, you'll be the first line of support in a fast-paced Banking Centre, assisting clients with everyday banking needs, completing sales of basic banking products, and strengthening client relationships.
Compensation
a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
As a Client Engagement Associate, you'll be the first line of support in a fast-paced Banking Centre, assisting clients with everyday banking needs, completing sales of basic banking products, and strengthening client relationships.
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs.
Compensation
competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Answer client questions and assist with transactions
Support clients in a fast‑paced banking centre, handling transactions, sales of basic banking products, and guiding clients through digital banking options.
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