Wealth Planner: Flexible Hours
3 weeks ago
A leading financial service provider in Kelowna is looking for a Financial Advisor to help clients plan for life stages. The role offers unlimited earning potential, independence, and the flexibility to build a career. You will prepare strategies to attract clients, review their financial states, and help them achieve their goals. Candidates should have a college degree, a history of achievement, and excellent communication skills.
#J-18808-Ljbffr
-
Wealth Advisor
6 days ago
Kelowna, Canada Nicola Wealth Full timeAbout 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...
-
Wealth Advisor
4 days ago
Kelowna, Canada Nicola Wealth Full timeAbout 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...
-
Wealth Sales Director
6 days ago
Kelowna, Canada Sun Life Full timeWealth Sales Director (External Wholesaler) Sun Life•Kelowna, British ColumbiaJob Description:Job Description:We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.This external role works within wealth distribution under the brand of Sun Life Global...
-
Wealth Sales Director
6 days ago
Kelowna, Canada Sun Life Full timeWealth Sales Director (External Wholesaler) Sun Life•Kelowna, British Columbia Job Description :Job Description :We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life...
-
Financial Planner, Scotia Financial Planning
3 weeks ago
Kelowna, Canada Scotiabank Full timeRequisition ID: 228287Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
-
Financial Planner, Scotia Financial Planning
2 weeks ago
Kelowna, Canada Scotiabank Full timeRequisition ID: 228287 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
-
Wealth Associate
2 weeks ago
Kelowna, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. - Support investment advisors in providing superior customer...
-
Wealth Associate
3 weeks ago
Kelowna, Canada Banque Nationale du Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Support investment advisors in providing superior customer...
-
Wealth Associate
3 weeks ago
Kelowna, Canada National Bank of Canada Full timeWealth Associate – National Bank of Canada A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients. Responsibilities...
-
Senior Wealth Planner
2 weeks ago
Kelowna, Canada Banque Nationale du Canada Full timeA leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....