Certified Financial Planner jobs in Kelowna, BC

5 jobs

Financial Planner - Kelowna Job Details | Scotiabank  

Scotiabank TOP EMPLOYER Kelowna, BC ...Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building... 8 days ago

Financial Planner - Vernon Job Details | Scotiabank  

Scotiabank TOP EMPLOYER Vernon, BC ...Financial Planners under Scotia Financial Planning (formerly known as ‘Investment Specialist’ under the Mobile Advice Team). Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture! As an Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building... 8 days ago

Manager, Client Advice I  

CIBC TOP EMPLOYER Penticton, BC ...financial service professionals, working towards a shared goal – delivering an exceptional client experience and deepening client relationships. As a Manager, Client Advice, you’ll inspire team members to perform at their best, while supporting a “One Team” approach that connects each client with the right advice to meet their financial needs. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to... 50 minutes ago

Sun Life Financial Advisor  

Sun Life Assurance Company of Canada Inc. TOP EMPLOYER Kelowna, BC ...financial advisor financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth. People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful... 6 days ago

Wealth Advisor  

Nicola Wealth Management Ltd. TOP EMPLOYER Kelowna, BC ...financial planning and wealth management. This role will operate on a hybrid working model based in our Kelowna office. Key Accountabilities:. Leveraging your technical planning and client relationship skills to build a business within Nicola Wealth. Delivering an impeccable level of client service by remaining aware of the changing needs and circumstances of your clients and maintaining their confidence as a trusted advisor. Prepare ongoing analysis with respect to investment portfolio design... 14+ days ago