Wealth Client Services Associate

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 Canada's Top Employers,...

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...

About 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...

About 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...

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 Wealth...

Kelowna, British Columbia, Canada Work Location: Kelowna, British Columbia, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission based earnings) Job Description TD Private Wealth Management offers a sophisticated and holistic goals‑discovery approach to wealth planning and protection. As a PIA Client...

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 Canada’s Top...

Client Service Associate at TD Description Du Poste TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. Lieu De Travail Kelowna, Colombie-Britannique, Canada Horaire 37,5 heures Secteur D’activité Gestion de...

Join 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...

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team. The role involves consulting on taxation, delivering integrated solutions across various client sectors. Ideal candidates are tax professionals ready to specialize, possessing a professional designation, and strong analytical and...