Senior Wealth Planning Analyst — Client Advisory

A prominent investment firm in Kelowna is seeking a Senior Analyst in Wealth Management to coordinate client requests and collaborate with advisors. You'll maintain client relationships, implement service plans, and prepare comprehensive financial plans. Ideal candidates hold a relevant Bachelor's degree and have at least 3 years of experience in financial...

A leading financial institution in Kelowna is seeking a Senior Analyst in Wealth Management. The role involves coordinating client requests, collaborating with advisors, and preparing tailored financial plans. Ideal candidates will have a bachelor's degree, at least 3 years in financial services, and a passion for client relationship management. Competitive...

A leading financial institution in Kelowna is seeking a Senior Analyst in Wealth Management. The role involves coordinating client requests, collaborating with advisors, and preparing tailored financial plans. Ideal candidates will have a bachelor's degree, at least 3 years in financial services, and a passion for client relationship management. Competitive...

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...

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. You will coordinate client requests, collaborate with advisors, and enhance service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services. A mutual funds...

A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. You will coordinate client requests, collaborate with advisors, and enhance service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services. A mutual funds...

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....

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....