Wealth Advisor

StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members' financial needs with the best solutions tailored to their situation. We provide a...

CAREER OPPORTUNITYWealth Advisor – East Kootenay RegionIf you want to join a dynamic group dedicated to cooperative values and client service, this exciting opportunity is the right career move for you. Reporting dually to both the senior investment advisor and the general manager, the successful candidate will play a significant role in providing...

StellerVista Credit Union has been in partnership with Nelson & District Credit Union since 2012. We are MoneyWorks, doing business as StellerVista MoneyWorks and NDCU MoneyWorks. Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide...

**Scope of Position** Based out of our Thunder Bay Branch, the Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book...

Lead, coach and grow your practice in an entrepreneurial environment where you define your success  The Division Manager Opportunity  Inspire, motivate and build your practice!  As Division Director with IG Wealth Management, you will work as part of the leadership team providing strategic direction for the region. In this role you will have the...

**Who we are** Chenard Wealth and Advisory is a boutique, independent financial planning firm based in Thunder Bay, Ontario. We serve 160 client households with long-term, personalized financial guidance. As a lean, independent firm, we value precision, trust, and meaningful relationships. Joining us means working in a calm, professional environment where...

Job Description To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello...

Job DescriptionWhat is the opportunity? RBC Wealth Management provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced professionals. Administrative Assistants help Advisor teams provide exceptional client experiences. What will you do?Coordinate and prepare meetings for Advisors with their...

Requisition ID: 211019 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** 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...

Requisition ID: 247465Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What Your Role Will Be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...