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Keywords: Investment Advisor, Location: Kelowna, BC

Page: 1

Financial Advisor (Orchard Plaza Branch)

Job Category: Retail Banking Job Description: We are currently seeking a Financial Advisor to join our team. The... Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit...

Posted Date: 16 May 2025

Senior Financial Advisor - Penticton, Kelowna, Vernon & Kamloops (Future Opportunities)

culture. What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures..., wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the...

Company: Scotiabank
Location: Kelowna, BC
Posted Date: 08 May 2025

Digital Banking Advisor and Banking Advisor Opportunities - Kelowna North Community

Job Summary This posting is for the North Kelowna Community of Branches for the Digital Banking Advisor and Banking... Advisor Role. Job Description What is the opportunity? This unique position calls on your client-focused sales expertise...

Location: Kelowna, BC
Posted Date: 27 Apr 2025

Financial Advisor - CIRO-MFD/AMF (Urban)

, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point.... Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied...

Company: CIBC
Location: Kelowna, BC
Posted Date: 23 Apr 2025

Senior Commercial Banking Advisor (Downtown Kelowna Branch)

Job Description: We are currently seeking a Senior Commercial Banking Advisor to join our team. The Senior... Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members...

Posted Date: 23 Feb 2025

Client Advisor Opportunities - Kelowna North Community

within the financial or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities...

Location: Kelowna, BC
Posted Date: 03 May 2025

Executive Assistant

Job Summary Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment..., you will contribute to the efficiency of our business by providing personalized and timely support to your Chairman Council Advisor...

Location: Kelowna, BC
Posted Date: 22 May 2025
Salary: $37500 - 45000 per year

Financial Planner - Kelowna, BC (Upper Mission Village (The Ponds) Branch

culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team... compensation and benefits package tailored for the Financial Advisor, Retirement and Investment Planning role Ability to make...

Company: Scotiabank
Location: Kelowna, BC
Posted Date: 22 May 2025

Senior Associate

to accounts and refer to the Investment Advisor where appropriate Support clients and the team in updating MyGps financial...? Must-have The ideal candidate should have at least 3-5 years of experience in the investment field working as an assistant/associate...

Location: Kelowna, BC
Posted Date: 22 May 2025
Salary: $37500 - 45000 per year

ScotiaMcLeod Administrative Associate - Kelowna

a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride... of client service by: supporting the advisor in regular reviews of portfolios including entering client trades as directed...

Company: Scotiabank
Location: Kelowna, BC
Posted Date: 03 May 2025