Financial/ Wealth Advisor

3 weeks ago

Kelowna, Canada Made in Canada Full time

Wealth Advisor - Full Time/Permanent - Kelowna
On behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position.

Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada.

In this position, you will be working under the leadership of the Market Director and will be responsible for the investment advice and holistic financial planning needs of existing and prospective clients.

In this position you will:

  1. Master the basics of holistic investment planning, equip yourself with industry-leading expertise and support our clients’ needs as they become more complex.
  2. Leverage specialized experts to help provide trusted advice in a smart, simple, and helpful way that is personalized to each and every client.
  3. Deeply understand our clients and commit to always having their best interests at heart. You will work towards earning the trust of our clients, not just advising clients but challenging them to make the best financial decisions possible.
  4. Strive to make our clients' time richer, happiness deeper, and aspirations closer as we ensure that they are supported throughout their journey.

Requirements:
  1. 5 years sales and customer experience in the financial services industry (preferably Wealth Management).
  2. Ability to be immediately registered with IIROC (completion of Canadian Securities Course and Conduct and Practices Handbook Course).
  3. Undergraduate degree in Commerce, Economics, Business, or a related field (equivalent combination of experience and education will be considered).
  4. Completed or working towards a financial planning designation would be considered an asset.
  5. Effective relationship building, communication, and discovery skills. This will help you establish relationships with various centers of influences including branches, your advisors team, and other teams across the organization.
  6. The ability to meet or exceed required sales goals by continuously driving to find opportunities to reach new customers.
  7. Ability to embrace existing technology to maximize productivity, enhance processes, and support our client experience.
  8. Pursuing the QAFP and CFP designation is expected as part of this role.

How To Apply:
If you would prefer to email a copy of your resume for later review, we would be pleased to consider your resume for future upcoming opportunities. Please send resume, availability, and compensation expectations to: rob.martinson@brainhunter.com

Please note: While we appreciate and welcome all applications, only those who satisfy employment eligibility in or around Kelowna, British Columbia and meet the qualifications for the role will be contacted. Alternatively, those who wish to move to the Kelowna area will also be considered. This is a hybrid role and will require some in-office work each week. #J-18808-Ljbffr

  • Wealth Advisor

    6 days ago

    Kelowna, Canada Nicola Wealth Full time

    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...

  • Financial/ Wealth Advisor

    3 weeks ago

    Kelowna, BC, Canada Made in Canada Full time

    Wealth Advisor - Full Time/Permanent - Kelowna On behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position. Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada. In this position, you will be working...

  • Senior Financial Advisor

    2 days ago

    Kelowna, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the...

  • Administrative Assistant

    2 months ago

    Kelowna, Canada iA Private Wealth, Kelowna Full time

    Position: Administrative Assistant, iA Private Wealth, Kelowna Branch Status: Full-time Reports to: Investment Advisor **Profile Summary** The Administrative Assistant is responsible for providing administrative support to the Advisor for the purpose of maintaining client relationships and providing excellent customer service. Successful individuals are...

  • Senior Financial Advisor

    7 hours ago

    Kelowna, Canada MD Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Financial Advisor

    7 days ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 170198 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...

  • Senior Financial Advisor

    7 hours ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior...

  • Personal Financial Planner

    3 weeks ago

    Kelowna, BC, Canada Made in Canada Full time

    Wealth Advisor - Full Time/Permanent - Kelowna On behalf of our financial institution client, Brainhunter Systems is seeking an experienced Wealth Advisor to join their team in a full time, permanent position. Note: Candidates must be located in or willing to relocate to Kelowna, BC and eligible to work in Canada. In this position, you will be working...

  • Financial Advisor

    1 week ago

    Kelowna, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Professional Wealth Branch Manager

    1 day ago

    Kelowna, Canada TD Bank Full time

    **Professional Wealth Branch Manager**: - 424116BR **Job Category - Primary** - Wealth Management **Work Location** - 1633 Ellis Street **Employment Type** - Regular **City** - Kelowna **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - This role is...

  • Insurance Advisor

    4 days ago

    Kelowna, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Client Experience Associate

    1 week ago

    Kelowna, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities...

  • Insurance Prestige Client Group Advisor

    2 months ago

    Kelowna, Canada Interior Savings Full time

    **_Able to accommodate hybrid or in-office work environment._** Reporting to the Branch Manager or designate, the Prestige Client Group Advisor, is responsible for providing a comprehensive insurance advisory experience through exceptional client service. This role will engage clients in protecting financial health through digital and human experiences...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 months ago

    Kelowna, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Kelowna, BC time type Full time posted on Posted 2 Days Ago job requisition id 2408501 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    2 months ago

    Kelowna, BC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - IIROC page is loaded Financial Advisor - IIROC Apply locations Kelowna, BC time type Full time posted on Posted Yesterday job requisition id 2403969 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we...