Strategic Wealth Development Specialist

2 weeks ago


Kelowna, British Columbia, Canada Scotiabank Full time
About the role

In this dynamic position, you will focus on building and maintaining strong relationships with clients by providing personalized investment advice and guidance.

As a Financial Planner, your primary responsibility will be to develop comprehensive financial plans that meet the unique needs and goals of your clients. This involves conducting thorough financial assessments, identifying areas for improvement, and creating tailored strategies to help clients achieve their financial objectives.

Your expertise will also include:

  • Conducting in-depth reviews of clients' financial situations to identify opportunities for growth and optimization.
  • Providing expert advice on investment and retirement planning, ensuring that clients' portfolios are aligned with their risk tolerance and financial goals.
  • Developing and implementing customized investment strategies that take into account clients' individual circumstances and market trends.
  • Fostering strong communication and education with clients to ensure they understand their financial situation and the benefits of our recommendations.

You will work closely with a team of professionals to provide exceptional service and support to clients, helping them navigate complex financial decisions and achieve long-term success.

This is an excellent opportunity to join a leading bank like Scotiabank and contribute to the growth and prosperity of our clients.



  • Kelowna, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we pride ourselves on delivering exceptional client service and fostering a dynamic work environment.Our Wealth Advisors collaborate with clients to develop and implement tailored financial plans that cater to their unique needs and goals.Key responsibilities include:Leveraging technical planning and client relationship skills to build a...


  • Kelowna, British Columbia, Canada IG Wealth Management Full time

    Division Manager OpportunityWe are seeking a dedicated leader to join our team at IG Wealth Management as a Division Manager.In this role, you will be part of the leadership team providing strategic direction for the region. You will have the unique opportunity to lead and coach a team, while building a financial planning practice.About the RoleAs a Division...


  • Kelowna, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Strategic Wealth Advisor to join our team in Kelowna. As a key member of our advisory team, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their unique goals.Key ResponsibilitiesConduct comprehensive financial reviews for...


  • Kelowna, British Columbia, Canada IG Wealth Management Full time

    Opportunity OverviewWe are seeking an experienced and results-driven Senior Practice Leader to join our team in the Kelowna/North Okanagan area.Job DescriptionIn this role, you will work as part of our leadership team providing strategic direction for the region. You will lead, coach, and grow your practice in an entrepreneurial environment where you define...

  • Practice Director

    2 weeks ago


    Kelowna, British Columbia, Canada IG Wealth Management Full time

    Unlock Your Leadership PotentialIn this esteemed Division Manager role with IG Wealth Management, you will lead and motivate a team as part of the leadership team. Providing strategic direction for the region, you will have the unique opportunity to build a financial planning practice while working in an entrepreneurial environment.About the OpportunityThe...

  • Division Director

    3 weeks ago


    Kelowna, British Columbia, Canada IG Wealth Management Full time

    Lead and Coach a TeamInspire and motivate your team as a Division Director with IG Wealth Management. You will work as part of the leadership team, providing strategic direction for the region. You will have the unique opportunity to lead and coach a team, while building a financial planning practice.What You Can ExpectIndustry-leading training and support...


  • Kelowna, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.You will realize that your clients are your greatest asset and prioritize providing investment and financial planning advice to help them meet their unique goals.You...


  • Kelowna, British Columbia, Canada Interior Health Authority Full time

    Interior Health Authority seeks an experienced professional to fill the role of Strategic Equity Inclusion Specialist. This full-time position offers a flexible work location within the Interior Health region.About UsWe strive to create an inclusive and equitable workplace culture that promotes diversity, equity, and inclusion for all employees. As a valued...


  • Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    About InfinityEdge SolutionsWe are a dynamic organization driven by innovation and excellence. Our team thrives on collaboration and creativity, aiming to deliver exceptional results in our services.Job SummaryWe are seeking a highly skilled Strategic Operations Specialist to join our team at InfinityEdge Solutions. As a key member of our operations...


  • Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    Job DescriptionWe are seeking a highly skilled Strategic Talent Acquisition Specialist to join our team at InfinityEdge Solutions. In this role, you will be responsible for identifying and recruiting top talent to support the growth and success of our organization.Key Responsibilities:Develop and execute recruitment strategies to attract and retain top...


  • Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    Job DescriptionWe are seeking a highly skilled Strategic Business Optimization Specialist to join our team at InfinityEdge Solutions.Company OverviewInfinityEdge Solutions is a leading organization that specializes in providing innovative solutions to various industries. Our mission is to help businesses streamline their operations and improve...


  • Kelowna, British Columbia, Canada InfinityEdge Solutions Full time

    We are seeking an accomplished Strategic Talent Acquisition Specialist to join InfinityEdge Solutions in a critical role that requires exceptional recruitment skills and experience.Job DescriptionThe ideal candidate will possess a Bachelor's degree and have a minimum of 2 years of experience in talent acquisition, with expertise in identifying current and...


  • Kelowna, British Columbia, Canada Government of Canada - Western Full time

    Job Summary:">We are seeking a highly skilled Strategic Business Development Executive to join our team. In this key role, you will be responsible for allocating resources to implement organizational policies and programs.">About the Role:">This is a senior leadership position that requires strong strategic thinking and exceptional leadership skills. As a...


  • Kelowna, British Columbia, Canada EMCO WaterworksEMCO Aqueduc Full time

    Job Title: Strategic Development Program TraineeEMCO Waterworks/EMCO Aqueduc is seeking a highly motivated and detail-oriented Strategic Development Program Trainee to join our team. As a Strategic Development Program Trainee, you will progress through a 5-phased program to learn every aspect of our business, from shipping and receiving to sales, operations,...


  • Kelowna, British Columbia, Canada RBC Dominion Securities Inc. Full time

    We are seeking a highly skilled Financial Planning Expert to join our Wealth Management team at RBC Dominion Securities Inc.Company OverviewRBC Dominion Securities Inc. is a leading provider of wealth management services, helping individuals and families achieve their financial goals through customized investment strategies and expert advice.SalaryThe...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    About the RoleAs a Wealth Management Consultant at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves creating comprehensive summary letters for clients recapitulating advice discussed during client interview sessions. You will also participate in client seminars, develop...


  • Kelowna, British Columbia, Canada PAOC Full time

    About the RoleWe are seeking a highly motivated and experienced individual to join our team as a Strategic Campus Community Developer. This role will play a key part in strengthening an established missional and discipling community on the campus of the University of British Columbia Okanagan.Key ResponsibilitiesThe successful candidate will be responsible...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    About the RoleWe're seeking a highly skilled and motivated Wealth Management Professional to join our team at Royal Bank of Canada. As an Investment Advisor, you'll play a critical role in helping clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs...


  • Kelowna, British Columbia, Canada Ice Development Ltd Full time

    Job DescriptionWe are seeking a highly skilled Construction Site Specialist to join our team at Ice Development Ltd. The ideal candidate will have excellent physical abilities and be able to work efficiently in a fast-paced environment.About the RoleThis is a full-time position that requires working on-site, with no option for remote work. The successful...


  • West Kelowna, British Columbia, Canada Interior Savings Full time

    The Insurance Relationship Developer role at Interior Savings supports the company's vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs and providing them sound advice with high-quality, tailored insurance solutions to meet their requirements.Key Responsibilities:This position...