Financial Investment Advisor Jobs in Kelowna
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Search Results - Financial Investment Advisor Jobs in Kelowna
Harbourfront Wealth Management-Kelowna
Career opportunity:
We currently have a permanent full-time career opportunity for an Associate Investment Advisor based out of Kelowna, BC. Harbourfront has had exponential growth the last several years and this is a very exciting opportunity to join...
Canaccord Genuity Group Inc.-Kelowna
Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC
Summary
The Cash Management Group at Canaccord Genuity is looking for an Investment Advisor Assistant to join our high-performance team. Our group manages over...
Capital Markets Advisors LLC-Kelowna
PLEASE NOTE YOU MUST IN CANADA & BE A LICENSED FINANCIAL ADVISOR WITH AT LEAST 6 YEARS DIRECT HNW CLIENT FACING EXPERIENCE IN ALL ASSET CLASSES ) MULTIPLE HIRE DUE TO GLOBAL GROWTH ,CANADA HAS BEEN TOP PERFORMING COUNTRY FOR MANY YEARS
Capital...
Ninepoint Partners-Kelowna
to:
• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
• Schedule and host events, roadshows and portfolio manager meetings
• Develop a strategic business plan twice a year with the team to increase...
National Bank-Saint-Guillaume, 3452 km from Kelowna
appointments, and prepare clients meetings
Ensure adherence 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...
NATIONAL BANK OF CANADA-Kelowna
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 of more than 400,000 clients in about 100 branches.
Reporting...
Harbourfront Wealth Management-Kelowna
program;
• Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing...
Harbourfront Wealth Management-Kelowna
Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing ongoing...
NATIONAL BANK OF CANADA-Kelowna
files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm...
Odlum Brown Limited-Kelowna
WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition...
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