Wealth Operations
11 hours ago
A leading financial institution in Canada is looking for a Wealth Associate to support investment advisors by providing exceptional customer service. The role involves managing financial transactions and client files while adhering to compliance rules. Candidates should have a college diploma and two years of experience in banking or finance. The position offers a hybrid work model and flexible benefits, promoting a work-life balance.
#J-18808-Ljbffr
-
Wealth Advisor
1 week ago
Kelowna, Canada Nicola Wealth Full timeAt 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 Advisor
1 week ago
Kelowna, Canada Nicola Wealth Full timeAbout 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 Advisor
4 days ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout 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 Advisor
4 weeks ago
Kelowna, Canada Nicola Wealth Management Ltd. Full timeAt 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...
-
Wealth Advisor
11 hours ago
Kelowna, Canada Nicola Wealth Management Ltd. Full timeAt 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...
-
Wealth Advisor Kelowna, BC
4 weeks ago
Kelowna, Canada Nicola Wealth Management Ltd. Full timeWe 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 Canada’s Top...
-
Wealth Advisor Kelowna, BC
10 hours ago
Kelowna, Canada Nicola Wealth Management Ltd. Full timeWe 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 Canada’s Top...
-
Wealth Associate
11 hours ago
Kelowna, Canada National Bank of Canada Full timeWealth 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...
-
Wealth Associate
10 hours ago
Kelowna, Canada Banque Nationale du Canada Full timeA 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...
-
Senior Analyst in Wealth Management
9 hours ago
Kelowna, Canada National Bank of Canada Full timeJoin to apply for the Senior Analyst in Wealth Management role at National Bank of Canada A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. This role allows you to make a positive impact on our organization through your expertise in financial...