Investment Advisor Jobs in Kelowna
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Search Results - 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
associated with the role.
Client Type:
High Net Worth and Ultra High Net Worth Clients (not institutional)
Ideal Candidate for this role:
Investment Advisor with demonstrated strong sales numbers who wants to just concentrate on sales and does not want...
Ninepoint Partners-Kelowna
management/industry experience in the investment industry
• Established Portfolio Manager and/or Investment Advisor relationships
• Strong relationship-building and relationship-management skills
• Experience in developing and executing territory business...
National Bank-Saint-Guillaume, 3452 km from 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, schedule...
NATIONAL BANK OF CANADA-Kelowna
by offering exceptional customer service 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...
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...
NATIONAL BANK OF CANADA-Kelowna
customer service in person, on the phone, 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...
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...
Odlum Brown Limited-Kelowna
winning firm in the Vancouver office.
WHAT YOU’LL DO
You will provide administrative support to two Investment Advisors. The ideal candidate has a strong client service orientation and takes pride in their work. They have a proven history of building...
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