Financial Investment Advisor Jobs in Kelowna
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Search Results - Financial Investment Advisor Jobs in Kelowna
TD Bank-Kelowna-appcast.io-
net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.**Accountabilities:*** Build a client...
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Ninepoint Partners LP-Kelowna-
products and advanced sales and interpersonal skills.
Key Accountabilities include, but are not limited to:
• Arrange one-on-one or group meetings with financial advisors to promote the company's products and services
• Schedule and host events, roadshows...
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National Bank-Kelowna-
to compliance and risk management rules Your team: National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets...
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NATIONAL BANK OF CANADA-Kelowna-
comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time.
Your Team
National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors...
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National Bank-Kelowna-
and follow up to ensure plans remain relevant over time. Your Team National Bank Financial - Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors...
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National Bank-Kelowna-
that will have a positive, long-term impact on our clients.
Your job:
• Support investment advisors in providing superior customer service and be available to meet client requests
• Carry out routine operations related to financial transactions (e.g., purchases...
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NATIONAL BANK OF CANADA-Kelowna-
comprehensive financial plans, develop retirement projections, and follow up to ensure plans remain relevant over time.
Your Team
National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer. We have almost 1,000 Investment Advisors...
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National Bank-Kelowna-
and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas...
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National Bank-Kelowna-
Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up...
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Royal Bank of Canada-Vernon, 44 km from Kelowna-rbc.com-
Job Description
Grow your business, your way – with RBC
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business...
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