Senior Analyst in Wealth Management - Kelowna

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. · ...

We are seeking a Senior Relationship Manager to join our Indigenous Wealth team. · The successful candidate will contribute to the overall success of the Indigenous Wealth team by ensuring that specific individual goals, plans, initiatives are executed / delivered in support of t ...

The Senior Relationship Manager will contribute to building deep relationships with First Nation, Metis and Inuit clients and prospects. · Build out strategic relationships with organizations who have strong advisory roles with Indigenous nations including legal, advisory and acc ...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team · The Associate Opportunity · A career both challenging and rewarding IG Wealth Management Associates have the advantage of the industry's best training and support. · ...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team. The Associate OpportunityAs an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of fin ...

Feth Wealth Management seeks a motivated Associate Financial Consultant to support clients in developing tailored financial strategies and assist with estate planning and investment management. · ...

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team · ...

L'entreprise TD recrute un conseiller en placement en développement pour rejoindre son programme de conseillers en placement. Le candidat aura la responsabilité de construire une base client composée d'individus à haut revenu (HNW) ou ultra-haut revenu (UHNW), familles et entrepr ...

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 mana ...

Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. · ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour découvrir les objectifs de la planification patrimoniale et la protection pour offrir un conseil personnalisé, des solutions et un service aux clients. · En tant que candidat, nous vous encourageons à ...

We thrive on the challenge to be our best to think progressively to keep growing and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. · We have a world-class training program in financial services. · A comprehensive ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour la découverte des objectifs d'investissement et de protection pour offrir un conseil personnalisé et des solutions aux clients. · Préparer les documents et fournir les mises à jour à l'IA en préparati ...

Sandher Fruit Packers is looking to expand their team and add a Finance Manager to their dynamic team. · ...

Sandher Fruit Packers is looking to expand their team and add a Finance Manager to their dynamic team. · ...

We're delighted that you're considering building a career with TD.Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. · ...

The Wealth Operations team provides administrative and operational support to mutual fund registered advisors. This is a full-time 4-month temporary role from beginning of May to the end of August. · ...

This role will provide administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. · ...

The RBC Dominion Securities Management team located in Kelowna is looking for an Assistant Branch Operations Manager to join their team. · Instrumental in managing the daily administrative operations of the branch including: approval of incoming and outgoing daily transactions, v ...