Wealth Advisor Assistant — Flexible, Client-Focused Support

A financial services firm in Kelowna seeks a Wealth Advisor Assistant to support Financial Advisors by managing client relationships and paperwork, while ensuring excellent customer service. The ideal candidate will have at least 2 years of investment industry experience and proficiency in MS Office, alongside strong organizational skills. This role offers a...

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...

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...

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 Canada’s Top...

Join a forward-thinking company as a Wealth Advisor, where you will leverage your expertise in financial planning to provide tailored investment management solutions. In this dynamic role, you will cultivate and manage client relationships, ensuring their unique financial needs are met with strategic advice on estate planning, tax management, and risk...

Job Description - Wealth Advisor Assistant (2500594) Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. How does the role impact the organization? The candidate is a self-motivated individual with...

A leading wealth management firm in Kelowna is looking for an Investment Advisor to build strong client relationships and manage complex financial needs. In this role, you'll leverage RBC's resources to create customized wealth plans, focusing on high-net-worth individuals. The ideal candidate has a strong background in sales, financial planning expertise,...

A private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...