Senior Financial Advisor: Wealth Growth
4 weeks ago
A regional credit union is seeking a Senior Financial Advisor to enhance customer service and offer comprehensive investment advice. This role involves processing various member transactions and mentoring branch employees. Ideal candidates will have a college diploma, mutual funds license, and 2-3 years of relevant experience. Strong relationship-building skills and a proven sales record in financial services are essential. This position emphasizes achieving branch goals and maintaining exceptional member experiences.
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CA Financial Advisor
1 day ago
Penticton, Canada Edward Jones Full timeBase pay rangeCA$38,500.00/yr - CA$100,000.00/yrJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through...
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CA Financial Advisor
4 weeks ago
Penticton, Canada Edward Jones Full timeJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...
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CA Financial Advisor
1 week ago
Penticton, Canada Edward Jones Full timeJob OverviewEdward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...
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Wealth Advisor: Build Your Practice
1 day ago
Penticton, Canada Edward Jones Full timeA leading wealth services firm is seeking a Financial Advisor to partner with clients in achieving their long-term financial goals. You will develop your own practice, supported by a client support team and expert advice from market analysts. This full-time role offers autonomy and rewards based on client-focused results. The ideal candidate has a strong...
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CA Financial Advisor
1 week ago
Penticton, BC, Canada code4 Full time €38,500 - €100,000Job Overview Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+...
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Senior Financial Advisor
4 weeks ago
Penticton, Canada First West Credit Union Full timeDescription We are currently seeking a Senior Financial Advisor to join our team. The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs,...
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Financial Advisor
1 day ago
Penticton, Canada Co-operators Full timeThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...
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Financial Advisor
1 week ago
Penticton, British Columbia, Canada Co-operators Career Full timeThe OpportunityAs an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and...
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Financial Services Associate
2 weeks ago
Penticton, Canada CIBC Full timeWe’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...
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Financial Planner
1 week ago
Penticton, British Columbia, Canada First West Credit Union Full timeDescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...