Surrey Bc Client advisor Jobs – 137 Openings This Week

Personal Lines Insurance Advisor - Coquitlam
ECL Group of Companies —Coquitlam, BC
- Microsoft Office
- Finance
- High school diploma or GED
Quick apply
Financial Controller
Inkeros Inc —Burnaby, BC
- $120,000–$130,000 a year
- Full-time
- Microsoft Outlook
- Finance
- Analysis skills
- Dental care
Quick apply
2d
associate financial advisor
Hoovest Enterprises Corp. —Langley, BC
- $70,514.60 a year
- Full-time
- English
- Microsoft Office
- Finance
14d
Automotive Finance & Wealth Specialist
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Financial Insurance Advisor
Serenia Life Financial —Richmond, BC
- Sales
- Presentation skills
- Financial services
- Flexible schedule
Quick apply
Financial Planning Consultant
CIBC —Burnaby, BC
- $50,000 a year
- Full-time
- Sales
- Presentation skills
- In-person
Manager, Canadian Tax
MNP —Surrey, BC
- $84,500–$120,000 a year
- Quality Control
- Accounting
- Leadership
Senior Manager, Tax
MNP —Surrey, BC
- $106,000–$175,000 a year
- Quality Control
- Accounting
- Leadership
Assurance Manager
Rise CPA —Coquitlam, BC
- $85,000–$115,000 a year
- Full-time
- Hybrid work
- Bachelor's
- Team management
- Accounting
- Dental care
- Paid time off
Quick apply
9d
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply
Tax Manager
Rise CPA —Coquitlam, BC
- $95,000–$130,000 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- In-person
- Dental care
- Tuition reimbursement
Quick apply
9d

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Temporary Full-Time Member Service Representative
BCAA —Surrey, BC
Answer incoming phone calls, making outbound calls to confirm appointments and monitor the Service Location email account.
$21.23–$26.54 an hour
10d
Customer Service Representative
Pattison Food Group —Langley, BC
Reporting to the Customer Service Supervisor, you will be responsible for answering incoming customer phone calls and email inquiries and working closely with…
$45,356–$56,695 a year

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Bilingual Licensed Insurance Advisor (LLQP)
Optima Communications International Inc. —Whitby, ON
You have a Life and A&S Insurance license. Optima has over 30 years of experience providing insurance products and services to customers of Canada’s leading…
$40,000–$60,000 a year
Quick apply
Service Advisor (AutoPlanet Durham)
Auto Planet —Clarington, ON
Contact customers when the vehicle is ready for pick up and answer any questions, review work performed and explain charges and coverage.
$65,000–$80,000 a year
Quick apply
14d

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Personal Lines Insurance Advisor - Coquitlam

ECL Group of Companies -
Coquitlam, BC

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Job details

Permanent

Qualifications

Microsoft Office
Finance
High school diploma or GED
Business
Communication skills

Full job description

Personal Lines Insurance Advisor

Coquitlam, BC | In-Office | Full-Time

About Our Client

Our client is a distinguished leader in the insurance industry, renowned for delivering exceptional coverage and unparalleled service to a diverse clientele. With a mission to identify and address individual and business insurance needs, they craft comprehensive and cost-effective solutions tailored to each client. Their commitment to excellence is evident through a rich history of strategic acquisitions, including pioneering companies established as early as the 1920s, underscoring their deep-rooted presence and influence in the market. This role offers prospective employees the opportunity to be part of a legacy of innovation and client-centric service, contributing to impactful solutions in a dynamic and supportive environment.

Key Responsibilities

As the Personal Lines Insurance Advisor, you will play a pivotal role in delivering tailored insurance solutions to our clients. Your responsibilities will include:

Client Consultation and Policy Development:
- Engage with clients to assess their personal insurance needs, providing expert advice on suitable coverage options.
- Develop and present personalized insurance policies that align with clients' requirements and financial considerations.
Policy Management and Client Support:
- Oversee the administration of new policies, renewals, and adjustments, ensuring compliance with industry regulations and company standards.
- Provide ongoing support to clients, addressing inquiries, processing claims, and maintaining accurate records.
Sales and Business Development:
- Identify opportunities to expand the client base through referrals, networking, and community engagement.
- Collaborate with team members to achieve sales targets and contribute to the overall growth of the organization.

Qualifications

To succeed in this role, candidates should demonstrate the following:

Education & Experience:
- A high school diploma or equivalent is required; a degree in business, finance, or a related field is preferred.
- Level 1 BC General Insurance Licence required, Level 2 preferred.
- 2-3 years of experience in personal lines insurance.
Technical Skills:
- Proficiency in insurance management software and Microsoft Office Suite.
- Familiarity with industry regulations and compliance standards.
Key Competencies:
- Strong communication and interpersonal skills, with the ability to build lasting client relationships.
- A proactive mindset with the ability to identify client needs and offer tailored solutions.

Apply Today

Please submit your resume directly to Alana Tarchuk via email at [email protected] referencing Job ID: 81219.

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.

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client advisor jobs in surrey bc

Personal Lines Insurance Advisor - Coquitlam

Financial Controller

associate financial advisor

Automotive Finance & Wealth Specialist

Financial Insurance Advisor

Financial Planning Consultant

Manager, Canadian Tax

Senior Manager, Tax

Assurance Manager

Estate Planning Specialist

Tax Manager

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