Senior Relationship Manager – Wealth
4 weeks ago
A leading community-based financial organization in British Columbia is seeking a Relationship Manager Lead. This role involves maintaining and growing advisory relationships with high-value members, providing tailored financial advice, and ensuring compliance. Candidates should have at least 3 years in financial services and experience in selling mutual funds and mortgage lending. Competitive salary range is $60,000 to $67,000 with flexible benefits and professional development opportunities.
#J-18808-Ljbffr
-
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
5 days ago
Kelowna, British Columbia, Canada Nicola Wealth Full time $100,000 - $120,000 per yearAbout 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
6 days 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...
-
Senior Analyst in Wealth Management
2 weeks ago
Kelowna, Canada National Bank of Canada Full time5 days ago Be among the first 25 applicants 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 planning, experience in client relationship...
-
Senior Analyst in Wealth Management
2 weeks ago
Kelowna, Canada National Bank of Canada Full time5 days ago Be among the first 25 applicants 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 planning, experience in client relationship...
-
Senior Analyst in Wealth Management
2 weeks ago
Kelowna, Canada National Bank of Canada Full time5 days ago Be among the first 25 applicants 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 planning, experience in client relationship...
-
Wealth Advisor Kelowna, BC
1 week 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...
-
Hybrid Wealth Advisor — Strategic Planning
4 weeks ago
Kelowna, Canada Nicola Wealth Full timeJoin 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...
-
Senior Analyst in Wealth Management
7 days ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...
-
Senior Analyst in Wealth Management
6 days ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a...