Associate, Wealth Planning

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...

At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

About 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...

About 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 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...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team   The Associate Opportunity  As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both...

At Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high-calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

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 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...

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 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...