Wealth Management Associate — Hybrid, Client Impact

A leading financial institution in Kelowna is seeking a Wealth Associate to support investment advisors and enhance client experiences. In this full-time position, you will manage financial transactions, analyze client files, and produce reports while ensuring compliance with regulations. Ideal candidates will have relevant experience, a college diploma, and...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team   The Associate Opportunity  As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

A leading financial institution in Canada is seeking an Associate in Wealth Management. This role involves assisting wealth advisors by providing exceptional customer service and effective communication with clients. Key responsibilities include analyzing client accounts, managing files, and coordinating advisors' schedules. The ideal candidate will have a...

A leading financial institution in Canada is seeking an Associate in Wealth Management. This role involves assisting wealth advisors by providing exceptional customer service and effective communication with clients. Key responsibilities include analyzing client accounts, managing files, and coordinating advisors' schedules. The ideal candidate will have a...

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...

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...

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...

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...