Senior Financial Advisor: Holistic Planning

We are currently seeking a Senior Financial Advisor to join our team in Kelowna with our Valley First division.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...

A distinguished financial services firm in Kelowna is seeking a Wealth Advisor to provide comprehensive wealth planning and investment management solutions. The ideal candidate will have 5-10 years of experience, including expertise in financial planning and client relationship management. With a hybrid working model, this role offers the opportunity to work...

SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Kelowna, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034431 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with...

We are currently seeking a Senior Financial Advisor to join our team in Kelowna with our Valley First division.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...

SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Kelowna, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR00034431You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...

A leading financial institution in Kelowna is seeking a Senior Analyst in Wealth Management. The role involves coordinating client requests, collaborating with advisors, and preparing tailored financial plans. Ideal candidates will have a bachelor's degree, at least 3 years in financial services, and a passion for client relationship management. Competitive...

A leading financial institution in Kelowna is seeking a Senior Analyst in Wealth Management. The role involves coordinating client requests, collaborating with advisors, and preparing tailored financial plans. Ideal candidates will have a bachelor's degree, at least 3 years in financial services, and a passion for client relationship management. Competitive...

Requisition ID: 244594 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

Sales AdvisorOkanagan Chateau Retirement Residence - Kelowna, BCSalary: $48,626 - $60,783 Base Salary + Commissions + Quarterly BonusesThis posting is for an existing vacancy.This is a Temporary Full-Time position for one (1) year.The schedule for this role is Tuesdays to Saturdays, and sometimes Mondays to Fridays, depending on business needs.If you're...

Requisition ID: 242637Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions,...