HNWI Investment Counsellor

A leading financial services company in West Kelowna is looking for an Investment Counsellor to join its Private Client Group. This role involves managing client portfolios for individuals with assets over $3 million, necessitating a university degree, relevant licenses, and designations like CIM or CFA. The position offers a competitive salary ranging from...

Job Description CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the...

Job Description CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the...

294 Bernard Avenue Kelowna British Columbia,V1Y 6N4 Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and...