Senior Wealth Planner

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...

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services....

Join 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...

Join 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...

Wealth Sales Director (External Wholesaler) Sun Life•Kelowna, British ColumbiaJob Description:Job Description:We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.This external role works within wealth distribution under the brand of Sun Life Global...

Wealth Sales Director (External Wholesaler) Sun Life•Kelowna, British Columbia Job Description :Job Description :We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life...

On-Site Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date Wealth management A career as a Senior Analyst in Wealth Management within National