Senior Analyst in Wealth Management - Kelowna

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 ...

As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. · ...

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. · ...

+We're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. · + · ++As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Adv ...

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. · ...

We are hiring a full-time Executive/Administrative Assistant to support client service prepare files close files trades and handle daily operations. This role is critical to the client experience Precision matters Follow-through matters Professionalism matters. · Exceptional atte ...

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

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

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 ...

Attendance Hybrid Job number 28953 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 19-Feb-2026 Area(s) of interest: Wealth management Location(s): Kelowna We are actively seeking a locally ...

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 ...

Location: This posting is for an existing vacancy in Wellington-Altus' Kelowna office. · Our organization: · Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus ...

Through numerous decades, the Sandher family and their devoted employees have led Sandher Fruit Packers to be a world class enterprise.  In the heart of British Columbia's interior, their enduring commitment has allowed them to develop an intricate understanding of the land and r ...

Through numerous decades, the Sandher family and their devoted employees have led Sandher Fruit Packers to be a world class enterprise.  In the heart of British Columbia's interior, their enduring commitment has allowed them to develop an intricate understanding of the land and r ...

We are looking for a top-quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. · ...