Independent Wealth Advisor: Grow Your Practice
2 weeks ago
A financial services firm is seeking Financial Advisors to partner with clients in achieving their long-term financial goals. Successful candidates will lead their practice with the support of client teams and gain from a rich history of the company. The role requires sales experience, ambition, and a commitment to client relationships. A strong compensation model includes a supplemental salary range of $38,500 - $100,000, with further bonuses and growth opportunities.
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Wealth Advisor: Build Your Practice
3 weeks 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
4 weeks 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
2 weeks ago
Penticton, Canada Edward Jones Full timeJob 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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Own Your Insurance Agency
4 weeks ago
Penticton, Canada Co-operators Full timeAn established industry player is seeking an entrepreneurial-minded Financial Advisor to lead their own insurance agency. This role involves building strong community ties and cultivating long-term client relationships while utilizing exclusive technology and tools. As a key player, you will develop business strategies, manage a team, and ensure compliance...
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Associate
3 weeks ago
Penticton, Canada RBC Full timeJob Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to...
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Associate
3 weeks ago
Penticton, Canada RBC Dominion Securities Full timeJob Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to...
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Financial Advisor
3 weeks 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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Business Development Advisor
2 weeks ago
Penticton, Canada Bannister Automotive Group Full time**The Bannister Automotive Group **is seeking customer-focused Business Development Centre Advisors to join our team** in Vernon, BC**. As a BDC Advisor, you will be responsible for providing exceptional customer service and support to our customers in a fast-paced and dynamic environment. This is an excellent opportunity to work with the fastest growing...
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Tax Manager, Domestic Tax — Lead
1 week ago
Penticton, Canada Doane Grant Thornton LLP Full timeA leading professional services firm in Penticton is seeking a Tax Manager to join its Domestic Tax team. This role involves coaching team members, establishing client relationships, and advising on complex tax matters. Ideal candidates will have extensive experience in Canadian tax planning and compliance, along with the CPA Canada In‑Depth Tax Course or...
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Client Experience Specialist II
6 days ago
Penticton, British Columbia, Canada The Canada Life Assurance Company Full time $49,900 - $74,800Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power...