Wealth Client Experience Pro — Relationship Glue

A leading financial services firm in Penticton is seeking a Client Experience Specialist II to manage client relationships and inquiries. This permanent full-time position requires a strong background in client support within financial services. The ideal candidate has excellent communication skills and knowledge of Office 365. The role offers a competitive...

Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.    In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power...

Permanent Full TimeInvestment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

We are currently seeking a Wealth Services Assistant to join our team.The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction documentation and participating in...

A community-based financial institution in Penticton is searching for a Relationship Manager Lead to maintain and grow advisory relationships with high-value members. The ideal candidate will have experience in financial services, particularly with mortgage lending and mutual funds. The role involves tailoring financial advice, onboarding new members, and...

Pro Builders Supply Ltd. operates Home Hardware Building Centres in Kelowna, BC; Osoyoos, BC; Penticton, BC; Canmore, AB; and Olds, AB, supporting the full range of consumer and contractor home improvement needs. Pro Builders is looking for an upbeat, detail-oriented, and driven Payroll & Benefits Administrator for our Head Office in Penticton, BC. Pro...

Pro Builders Supply Ltd. operates Home Hardware Building Centres in Kelowna, BC; Osoyoos, BC; Penticton, BC; Canmore, AB; and Olds, AB, supporting the full range of consumer and contractor home improvement needs. Pro Builders Supply Ltd. Is looking for an experienced Home Installs Sales Associate in our Penticton Home Hardware Building Centre. The Home...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Pro Builders Supply Ltd. operates Home Hardware Building Centres in Kelowna, BC; Osoyoos, BC; Penticton, BC; Canmore, AB; and Olds, AB, supporting the full range of consumer and contractor home improvement needs. Pro Builders Supply Ltd. is currently looking for an experienced Delivery Driver for our Penticton Home Hardware Building Centre location. This is...

A leading financial institution in Canada is seeking an experienced Financial Planner to deliver tailored financial advice and develop customer relationships. Successful candidates will have 3-5 years of experience and a relevant degree, as well as strong analytical and communication skills. This full-time position offers a competitive salary and the...