Financial Planner Jobs in Kelowna
1 - 15 of 31
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 -
Wise Riddell Financial Group-Oakville, 3077 km from Kelowna
We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.
We...
Odlum Brown Limited-Kelowna
winning firm in the Kelowna office.
WHAT YOU’LL DO
As an Administrative Assistant, you will work in a collaborative environment to help client-facing team members schedule and coordinate meetings and events, as well as assist the Financial Planning team...
TES The Employment Solution-Toronto, 3086 km from Kelowna
required
• Finance related designation (CMA, CA, CPA, CGA, or MBA) preferred
• 5+ years of post-qualification experience with financial planning and analytics (FP&A) related roles
• Experience with financial reporting and financial management of capital...
LHH Knightsbridge-Kelowna
IMMEDIATE INTERIM OPPORTUNITY
Interim Vice President Finance – Budgeting & Planning
Reports to: Chief Financial Officer
Duration: 6-12 months
Location: British Columbia, Canada
100% remote
Our client is a high-profile higher education...
Wise Riddell Financial Group-Oakville, 3077 km from Kelowna
We are a leading full-service financial services firm operating in Oakville, Ontario. We attribute a great deal of our success to our principles and personal, long-term approach to financial planning, investing and financial management.
Investment...
Harbourfront Wealth Management-Kelowna
Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Insurance License and/or Financial Planning Certificate are considered assets
Salary Range:
$75,000 - $90,000 (actual salary offered...
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 -
Harbourfront Wealth Management-Kelowna
Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Insurance License and/or Financial Planning Certificate are considered assets
Salary Range:
$75,000 - $90,000 (actual salary offered...
TD-Kelowna
financial planning expertise and ongoing services. Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations Provide sound advice...
jobillico.com -
Harbourfrontwealth-Kelowna
and follow-up.
• Insurance License and/or Financial Planning Certificate are considered assets.
Salary Range:
$75,000 – $90,000 (actual salary offered will be commensurate with education, experience, and internal parity). In addition to the base salary...
appcast.io -
Odlum Brown Limited-Kelowna
winning firm in the Kelowna office.
WHAT YOU’LL DO
As an Administrative Assistant, you will work in a collaborative environment to help client-facing team members schedule and coordinate meetings and events, as well as assist the Financial Planning team...
SimpleFi Solutions-Montréal, 3408 km from Kelowna
and developing in SAP Analytics Cloud, Business Planning & Consolidations, EssBase, HFM, Other
• Knowledge of S/4, PaPM, SAP Business Warehouse, BPC/BW on HANA, SAP ECC Finance & Controlling (ECC FI/CO) a plus
Up to 100% Travel in the future; 100% remote...
Harbourfront Wealth Management-Kelowna
Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Insurance License and/or Financial Planning Certificate are considered assets
Salary Range:
$75,000 - $90,000 (actual salary offered...
Harbourfront Wealth Management-Kelowna
Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Insurance License and/or Financial Planning Certificate are considered assets
Salary Range:
$75,000 - $90,000 (actual salary offered...
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