The Client Service Representative, Financial Services, supports Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.
This is an on-site role at our Nanaimo location.
At Navacord Benefits Consulting & Financial Services (NBCFS), we believe that successful and meaningful partnerships are built on understanding. Before offering our expertise, we take the time to listen – to truly understand your needs, goals, and challenges. This approach ensures our teams deliver best-in-class service and solutions uniquely crafted for each client.
We offer a complete portfolio of industry-leading services in group benefits and retirement consulting, third-party administration (TPA), wealth management, personal and corporate insurance, and financial and estate planning. For over four decades, our commitment has remained the same: to provide thoughtful, integrated solutions that help our clients thrive.
NBCFS is the result of the partnership of two of Navacord’s leading partners in Western Canada, Dehoney Financial Group and Arbutus Financial Services. With offices in Vancouver, West Vancouver, Victoria, Nanaimo, Courtenay, and Calgary, we have a strong local presence, backed by the depth and resources of a national network.
If you require accommodations during the recruitment process or in the workplace due to a disability or other needs, please let us know. We will work with you to ensure the necessary arrangements are in place to support.
The salary range for this role is $42,500 to $52,500 per year. Compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.
