Financial/ Wealth Advisor

4 days ago

Kelowna, Canada Made in Canada Full time

Wealth Advisor - Full Time/Permanent - Kelowna
On behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.

Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.

In this position, you will be working under the leadership of the Market Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients.

In this position you will:

  1. Master the basics of holistic investment planning, equip yourself with industry-leading expertise and support our clients’ needs as they become more complex.
  2. Leverage specialized experts to help provide trusted advice in a smart, simple, and helpful way that is personalized to each and every client.
  3. Deeply understand our clients and commit to always having their best interests at heart. You will work towards earning the trust of our clients, not just advising clients but challenging them to make the best financial decisions possible.
  4. Strive to make our clients' time richer, happiness deeper, and aspirations closer as we ensure that they are supported throughout their journey.

Requirements:
  1. 5 years sales and customer experience in the financial services industry (preferably Wealth Management).
  2. Ability to be immediately registered with IIROC (completion of Canadian Securities Course and Conduct and Practices Handbook Course).
  3. Undergraduate degree in Commerce, Economics, Business, or a related field (equivalent combination of experience and education will be considered).
  4. Completed or working towards a financial planning designation would be considered an asset.
  5. Effective relationship building, communication, and discovery skills. This will help you establish relationships with various centers of influences including branches, your advisors team, and other teams across the organization.
  6. The ability to meet or exceed required sales goals by continuously driving to find opportunities to reach new customers.
  7. Ability to embrace existing technology to maximize productivity, enhance processes, and support our client experience.
  8. Pursuing the QAFP and CFP designation is expected as part of this role.

How To Apply:
If you would prefer to email a copy of your resume for later review, we would be pleased to consider your resume for future upcoming opportunities. Please send resume, availability, and compensation expectations to: rob.martinson@brainhunter.com

Please note: While we appreciate and welcome all applications, only those who satisfy employment eligibility in or around Kelowna, British Columbia and meet the qualifications for the role will be contacted. Alternatively, those who wish to move to the Kelowna area will also be considered. This is a hybrid role and will require some in-office work each week. #J-18808-Ljbffr

  • Wealth Advisor

    3 weeks ago

    Kelowna, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Financial/ Wealth Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Made in Canada Full time

    Wealth Advisor - Full Time/Permanent - KelownaOn behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.In this position, you will be working under the...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager...

  • Senior Financial Advisor

    3 weeks ago

    Kelowna, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the...

  • Administrative Assistant

    2 weeks ago

    Kelowna, Canada iA Private Wealth, Kelowna Full time

    Position: Administrative Assistant, iA Private Wealth, Kelowna Branch Status: Full-time Reports to: Investment Advisor **Profile Summary** The Administrative Assistant is responsible for providing administrative support to the Advisor for the purpose of maintaining client relationships and providing excellent customer service. Successful individuals are...

  • Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Requisition ID: 170198Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Financial Advisor

    4 days ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2413839 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 days ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC (Urban) page is loaded Financial Advisor - IIROC (Urban) Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2413839 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Senior Financial Advisor

    21 hours ago

    Kelowna, Canada MD Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada MD Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Financial Advisor

    3 weeks ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 170198 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior...

  • Senior Financial Advisor

    7 days ago

    Kelowna, Canada Scotiabank Full time

        Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional...

  • Financial Advisor

    1 week ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 194401 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join

  • Senior Financial Advisor

    2 days ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and...

  • Financial Advisor

    3 weeks ago

    Kelowna, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Associate Financial Advisor

    4 days ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Advisor page is loaded Associate Financial Advisor Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2413066 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...