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Job Title


Surrey Financial Consultant


Company : beBeeCareer


Location : Surrey, British Columbia


Created : 2025-08-13


Job Type : Full Time


Job Description

Financial careers can be highly rewarding, especially in a field like banking where you get to help people manage their finances effectively. As a trusted financial partner, you will support clients through their evolving investment and deposit needs in the Surrey area. Job Role: Build, grow, and maintain profitable and lasting relationships by understanding clients'' unique financial goals. Identify and anticipate client needs to uncover opportunities that contribute to their financial success. Give advice and offer appropriate solutions for clients to meet their transactions, investment, personal financing, made-to-measure insurance and estate planning needs. Analyze market trends and economic shifts to advise clients on borrowing and investment decisions. Develop personalized strategies and manage lending portfolios effectively for key client accounts. Working Environment: You will be working with a team of peers in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Employee Benefits: In addition to competitive compensation, you''ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Telemedicine service Virtual sleep clinic