Client Experience Lead for Financial Advisors

A leading wealth management firm is seeking a Client Experience Specialist in Penticton, Canada. The role involves managing client relationships through effective communication and service delivery. The ideal candidate should have 2 years of experience in a support role within Financial Services and strong organizational skills. This position offers a...

Base 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...

Job 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+...

We are currently seeking a Financial Advisor to join our team.The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an...

Permanent 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...

Permanent 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...

OverviewPermanent Full TimeInvestment 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...

Overview Permanent 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...

The 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...

A 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...