Wealth Planner: Flexible Hours
4 weeks ago
A leading financial service provider in Kelowna is looking for a Financial Advisor to help clients plan for life stages. The role offers unlimited earning potential, independence, and the flexibility to build a career. You will prepare strategies to attract clients, review their financial states, and help them achieve their goals. Candidates should have a college degree, a history of achievement, and excellent communication skills.
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Wealth Advisor
2 weeks ago
Kelowna, Canada Nicola Wealth Full timeAt 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...
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Wealth Advisor
5 days ago
Kelowna, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Advisor
2 days ago
Kelowna, British Columbia, Canada Nicola Wealth Full time $100,000 - $120,000 per yearAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Planner
1 week ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Successionwealth Full timeWealth Planner – Cornwall Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have...
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Hybrid Wealth Advisor — Strategic Planning
3 weeks ago
Kelowna, Canada Nicola Wealth Full timeJoin a forward-thinking company as a Wealth Advisor, where you will leverage your expertise in financial planning to provide tailored investment management solutions. In this dynamic role, you will cultivate and manage client relationships, ensuring their unique financial needs are met with strategic advice on estate planning, tax management, and risk...
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Fort Mcmurray, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Fort McMurray, Alberta. This role focuses on developing mass affluent client relationships by delivering personalized investment and financial planning advice. As a Financial Planner, you will have the flexibility to meet clients on your schedule while driving new business acquisition and...
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Wealth Advisor/Financial Planner
1 week ago
Calgary, Toronto, Montreal, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Fidelity Canada Full timeJob DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work scheduleWho We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
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Wealth Advisor/Financial Planner
1 week ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Fidelity Canada Full timeJob DescriptionCurrent work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you will have a flexible, 100% remote work schedule.Who We AreAt Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment...
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Mobile Financial Planner
4 weeks ago
Eastern Ontario, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Scotiabank Full timeA leading financial institution in Canada seeks a Financial Planner to develop client relationships and drive investment sales. This role requires a strong background in financial planning and investment sales, along with excellent networking skills. The position offers flexibility, a competitive compensation structure, and the opportunity to build a...
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Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeA leading bank in the Americas is looking for a Financial Planner to build and deepen client relationships. The ideal candidate will have experience in financial planning and investment sales, with a CFP® or PFP® designation. Responsibilities include driving investment sales, establishing business opportunities, and providing personalized financial...