- Drafting estate planning documents such as wills, trusts, and powers of attorney
- Representing executors in probate applications and filings
- Supporting executor duties on and off our platform
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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. · ...
Kelowna, British Columbia1 month ago
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Kelowna, British Columbia2 weeks ago
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Description · Position Description · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. This role identifies member life stage cycle and provides solutions to f ...
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Service Technician – Recreational Vehicles · RV techs know a little bit about everything—electrical, plumbing, carpentry, flooring, etc. If you can do any one of these, we'll teach you the rest To get started as a new RV tech in our dealership, you don't need specific RV experien ...
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Sales Advisor at Okanagan Chateau Retirement Residence in Kelowna BC. Temporary Full-Time position for one year. · Development and implementation of the Community marketing plan. · Coordination of promotional activities. · Holds primary responsibility for all sales functions incl ...
Kelowna, BC1 month ago
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Description · We are currently seeking a Senior Member Solutions Advisor to join our team. · The Senior Member Solutions Advisor is based in the Member Advice Centre and provides exceptional customer service to current and potential members by proactively offering a range of inve ...
Kelowna, BC, Canada1 week ago
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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. · ...
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This is a mobile client-facing role that requires travel to meet with members across your assigned territory up to · two hours of travel in any direction. You will be responsible for providing exceptional tax and accounting advice to Members.Provide exceptional tax and accountin ...
Kelowna1 month ago
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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 ...
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We re searching for a Trainee Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee Insurance Advisor for our The Ponds office in Kelowna BC. Do you love to provide exceptional client service If so, you ...
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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 ...
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Who We Are: · Velocity Truck Centres Canada provides full-service support, including sales, maintenance, parts, collision repair, and financing. Representing top brands like Freightliner, Western Star, Thomas Built, Autocar, and Trailers, we are committed to Speed, Value, and Tru ...
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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 ...
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Service Technician – Recreational Vehicles · RV techs know a little bit about everything—electrical, plumbing, carpentry, flooring, etc. If you can do any one of these, we'll teach you the rest To get started as a new RV tech in our dealership, you don't need specific RV experien ...
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Staff - Non Union · Job Category · M&P - AAPS · Job Profile · AAPS Salaried - Student Management, Level B · Job Title · Academic and Career Advisor · Department · UBCO | Program Support | Academic Advising · Compensation Range · $6, $9,701.42 CAD Monthly · The Compensation Range ...
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+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 ...
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The Controller will play a critical role in establishing and leading LD Cellular's financial operations, ensuring the company has accurate, timely and actionable financial insights to guide strategic decision-making. · ...
Kelowna, British Columbia1 month ago
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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 ...
Kelowna $43,300 - $56,700 (CAD)1 month ago
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We are currently seeking a Senior Member Solutions Advisor to join our team. · Provides exceptional customer service to current and potential members by proactively offering a range of investments and complex lending services. · Identifies member life stage cycle and provides sol ...
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As a Financial Planner you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. · ...
Kelowna, British Columbia1 month ago
Estate Planning Advisor - Kelowna - beBeeestate
Job title: Wills & Estates Lawyer - External Consultant
Description
Senior Estate Planning Specialist
We are seeking a skilled and experienced attorney to join our network as an external consultant. As a Senior Estate Planning Specialist, you will work closely with our professional services and operations teams to provide high-quality estate planning and settlement solutions to clients.
About the Role:
Requirements:
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Client Service Associate
Only for registered members Kelowna, British Columbia
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ScotiaMcLeod Administrative Associate
Only for registered members Kelowna, British Columbia
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Financial Advisor
Only for registered members Kelowna, BC, Canada
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Red Seal
Only for registered members Kelowna, BC
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Sales Advisor
Only for registered members Kelowna, BC
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Senior Member Solutions Advisor
Only for registered members Kelowna, BC, Canada
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Associates
Only for registered members Kelowna, British Columbia
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Field Tax Advisor
Only for registered members Kelowna
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Associate
Only for registered members Kelowna
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Trainee, Insurance Advisor
Only for registered members Kelowna, British Columbia
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Wealth Advisor
Only for registered members Kelowna
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Service Advisor
Only for registered members Kelowna, BC
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Advisor (Part-Time)
Part time Only for registered members Kelowna, British Columbia
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Client Service Associate
Only for registered members Kelowna
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Red Seal
Only for registered members Kelowna
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Academic and Career Advisor
Only for registered members Kelowna
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ScotiaMcLeod Administrative Associate
Only for registered members Kelowna
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Controller
Only for registered members Kelowna, British Columbia
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Associé, Service à la clientèle, CPP
Only for registered members Kelowna
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Senior Member Solutions Advisor
Only for registered members Kelowna, British Columbia
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Financial Planner, Scotia Financial Planning
Only for registered members Kelowna, British Columbia