Hybrid Wealth Management Associate: Client Service

A leading financial institution in Canada is seeking an Associate in Wealth Management. This role involves assisting wealth advisors by providing exceptional customer service and effective communication with clients. Key responsibilities include analyzing client accounts, managing files, and coordinating advisors' schedules. The ideal candidate will have a...

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...

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...

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 leading financial institution in Kelowna is seeking a Wealth Associate to support investment advisors and enhance client experiences. In this full-time position, you will manage financial transactions, analyze client files, and produce reports while ensuring compliance with regulations. Ideal candidates will have relevant experience, a college diploma, and...

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 Employers,...

A leading Canadian financial institution is seeking an Associate in the Wealth Management team located in Kelowna, BC. In this role, you will provide exceptional customer service to support wealth advisors. Responsibilities include analyzing client accounts, coordinating appointments, and ensuring compliance with regulations. Candidates should have a college...

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...

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...

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...