Strategic Financial Advisor

We are seeking a skilled Strategic Financial Services Consultant to join Envision Financial's team in Kelowna. The successful candidate will provide exceptional customer service and financial advice to members, identifying their needs and providing solutions through various investment, deposit, and lending services.The ideal candidate will have a strong...

Job SummaryWe are seeking a highly skilled Strategic Financial Solutions Expert to join our team in Kelowna within our Valley First division.This role will provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services.Key Responsibilities:Member Service: Build strong relationships...

We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...

We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...

Seeking a dynamic individual to join our team as a Sun Life Financial Advisor. As a successful advisor, you will build long-term relationships with clients, provide financial guidance, and help them plan for life's milestones. We offer a purpose-driven career with unlimited income potential, independence, and growth opportunities. Key responsibilities...

Job Summary:The Interior Health Authority is seeking a highly skilled Strategic Business Advisor to provide expertise and direction within a financial framework. This role will facilitate the achievement of the organization's mission, goals, and objectives.Key Responsibilities:Compile, analyze, and interpret financial/statistical information for distribution...

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...

About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...

Financial Services ConsultantWe are seeking a highly skilled Financial Services Consultant to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles and provide solutions to financial needs.Key...

Job DescriptionWe are seeking a highly skilled Strategic Operations Advisor to join our team at InfinityEdge Solutions.About the RoleThe successful candidate will have expertise in analyzing and improving organizational methods, conducting research on managerial policies, and proposing effective solutions. Additionally, they will be responsible for...

About the RoleWe are seeking a skilled Financial Planner to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills and...

Job Summary: We are seeking a highly skilled Strategic Business Advisor to join our team at InfinityEdge Solutions. As a key member of our organization, you will be responsible for analyzing and providing advice on managerial methods and organization of our establishment.Key Responsibilities:Analyze and provide advice on the managerial methods and...

Role SummaryAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial...

Requisition ID: 209527At Scotiabank, we're committed to delivering exceptional advice and service to our clients. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality investment and financial planning advice.About the RoleYou'll be responsible for conducting in-depth reviews for assigned...

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...

About the RoleWe are seeking a talented and motivated Student Financial Services Advisor to join our team. This is an exciting opportunity for a student looking to gain experience in the financial services industry.Job SummaryThe Student Financial Services Advisor will provide exceptional customer service to clients, engage in needs-based conversations, and...

OverviewJob SummaryWe are seeking a Strategic Financial Director to join the Government of Canada - Western team. The successful candidate will be responsible for allocating resources, establishing departments, and coordinating work across regions.Key ResponsibilitiesDevelop and implement financial and administrative controls.Formulate and approve policies,...

We are seeking a skilled Member Advisor to provide exceptional front-line service to our members in Kelowna, BC.The ideal candidate will be responsible for triaging member inquiries, managing member needs, and creating positive experiences to retain and deepen financial relationships. They will advance member knowledge and use of digital channels to serve...

Interior Health is hiring two Term Specific full-time Strategic Business Advisors who are passionate about making a difference in healthcare.About the RoleThis position is an excellent opportunity for individuals who are eager to contribute their skills and experience to a dynamic team.The successful candidate will be responsible for providing strategic...

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...