Wealth Management Associate
4 weeks ago
Royal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Wealth Management Associate. In this role, you will be responsible for providing exceptional client service and support to our clients and advisors.
Key Responsibilities:- Maintain existing client accounts and identify opportunities to contact clients.
- Respond to client inquiries in an understanding and time-efficient manner.
- Assist the Advisor team in welcoming and onboarding new clients.
- Follow up on client trades to ensure proper settlement and delivery.
- Support the Advisor team and client through the Wealth Management process.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong skills working with business applications/technology, including Microsoft Office Suite.
- High quality time management and organization skills.
- Demonstrated skills in providing world-class client service.
- A comprehensive Total Rewards Program including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- Work in a dynamic, collaborative, progressive, and high-performing team.
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Wealth Management Advisor
1 month ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeJob Title: Wealth AdvisorAt Nicola Wealth, we are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key Responsibilities:Develop and manage new and existing client relationshipsProvide advice on...
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Wealth Management Advisor
1 month ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeJob Title: Wealth AdvisorAt Nicola Wealth, we are seeking a highly motivated and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing comprehensive wealth planning and investment management solutions to our clients.Key Responsibilities:Develop and manage new and existing client relationshipsProvide advice on...
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Strategic Wealth Manager
1 day ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAt 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...
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Wealth Management Professional
3 weeks ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeJob Title: Wealth AdvisorAt Nicola Wealth, we are seeking a highly motivated and experienced Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients, leveraging our business model to deliver exceptional results.Key Responsibilities:Develop and manage new and...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeJob Title: Wealth AdvisorAt Nicola Wealth, we're committed to delivering exceptional client service in a dynamic work environment. Our team of experienced professionals is dedicated to providing comprehensive wealth planning and investment management solutions to our clients.Job SummaryWe're seeking a highly motivated Wealth Advisor to join our team. As a...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeJob Title: Wealth AdvisorAt Nicola Wealth, we're committed to delivering exceptional client service in a dynamic work environment. Our team of experienced professionals is dedicated to providing comprehensive wealth planning and investment management solutions to our clients.Job SummaryWe're seeking a highly motivated Wealth Advisor to join our team. As a...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a leading financial services company that provides comprehensive wealth management solutions to individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client service and building long-term relationships.Job SummaryWe are seeking a highly motivated and experienced Wealth Management...
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Wealth Management Professional
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a leading financial services company that provides comprehensive wealth management solutions to individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client service and building long-term relationships.Job SummaryWe are seeking a highly motivated and experienced Wealth Management...
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Wealth Management Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Wealth Management. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify...
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Wealth Management Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate Wealth Management. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify...
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Wealth Management Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our Wealth Management team as an Associate. As a key member of our team, you will play a vital role in providing exceptional client service and support to our clients and advisors.Key Responsibilities:Maintain existing client accounts and identify opportunities to...
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Wealth Management Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team in Kelowna, BC. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesMaintain existing client accounts and identify opportunities to contact...
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Division Director
3 days ago
Kelowna, British Columbia, Canada IG Wealth Management Full timeLead 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...
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Kelowna, British Columbia, Canada IG Wealth Management Full timeDivision 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...
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Senior Practice Leader
9 hours ago
Kelowna, British Columbia, Canada IG Wealth Management Full timeOpportunity 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...
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Wealth Management Specialist
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled Wealth Advisor to join our team at Envision Financial. As a Wealth Advisor, you will be responsible for providing expert financial planning and investment advice to our high-value members.Key Responsibilities:Develop and implement comprehensive financial plans for members, taking into account their...
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Wealth Management Specialist
4 weeks ago
Kelowna, British Columbia, Canada Envision Financial Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled Wealth Advisor to join our team at Envision Financial. As a Wealth Advisor, you will be responsible for providing expert financial planning and investment advice to our high-value members.Key Responsibilities:Develop and implement comprehensive financial plans for members, taking into account their...
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Investment Advisory Specialist
2 months ago
Kelowna, British Columbia, Canada Nicola Wealth Full timeAbout UsNicola Wealth is a leading financial services company that provides comprehensive wealth management solutions to individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client service and building long-term relationships.Job SummaryWe are seeking a highly motivated and experienced Wealth Management...
