Financial Planner Jobs in Kelowna
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Search Results - Financial Planner Jobs in Kelowna
Raymond James Financial-Kelowna
and contribute meaningfully.
How does the role impact the organization?
As a Financial Planner at SWAN, you will work alongside passionate leaders who value your expertise and contributions. Our team culture emphasizes humility, empathy, and strong values...
appcast.io -
AutoTrader.ca-Kelowna
and Family Assistance program
• Weekly virtual wellness events
• Conferences & training budget
• Regular internal training programs
Financial planning
• Let us help you invest in your future with 3% matching towards your pension and multiple forms of income...
CI Financial-Kelowna
professionally recognized planning designation
• Insurance registration, or the ability to obtain an insurance license is an asset.
• Strong knowledge of financial markets and experience using financial planning software and delivering financial plans
• Strong...
Royal Bank of Canada-Kelowna
and maintain client relationships.
• You’re a self-starter – someone who wants to make their day their own.
• You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.
How you’ll succeed...
rbc.com -
YMCA of Southern Interior BC-Kelowna
and philanthropy, and an understanding of basic estate and financial planning strategies for individuals.
• Build effective relationships with professional advisors in the financial and legal sectors.
• Arrange and conduct face to face meetings with potential...
appcast.io -
Royal Bank of Canada-Vernon, 44 km from Kelowna
financial planning advice and wealth management strategies to our High-Net-Worth (HNW) Clients.
What will you do?
• Provide bespoke financial planning advice and wealth management strategies
• Use proprietary software to prepare financial plans
• Work...
rbc.com -
AutoTrader.ca-Kelowna
and Family Assistance program
• Weekly virtual wellness events
• Conferences & training budget
• Regular internal training programs
Financial planning
• Let us help you invest in your future with 3% matching towards your pension and multiple forms of income...
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