Senior Wealth Planner

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

Attendance On-Site Job number 29556 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 19-Nov-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Senior Analyst in Wealth Management within National