Financial advisor investment & retirement planning jobs in Kelowna, BC

 ...What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships...  ...of expertise across everyday banking, investments and credit, with the ability to fulfill...  ...-leading professionals in financial planning, retirement planning, mortgages, and... 

 ...customers become better off. As an Investment Specialist , you will focus on developing...  ...priority is providing investment and financial planning advice to help them meet their unique...  ...Development : Executing on business development plans for prospects and existing clients... 

 ...Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients...  ...to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed in this role: Lean on... 

 ...client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation...  ...or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What’s in... 

 ...and high-performing culture. As a Financial Planner, you will focus on...  ...asset, and your priority is providing investment and financial planning advice to help them meet their unique...  ...reviews for assigned clients including retirement planning, wealth accumulation and estate... 

 ...Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...  ...client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in... 

 ...client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation...  ...or service industry Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) What’s in... 

 ...Trainee - Insurance Advisor Kelowna (Mission Park), BC, #27 - 3155...  ...Be provided with a training plan to ensure you're fully supported...  ...that takes care of your financial, physical, and mental health...  ...match client needs Want to invest your energy into learning more... 

 ...role you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling/no prospecting in this role and the firm prefers that you focus on closing... 

 ...Insurance Advisor Kelowna (Carrington Rd), BC, #201 & 202 - 3550 Carrington Road, Kelowna, British Columbia, Canada Req #3104 Thursday...  ...grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development... 

 ...ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000, when...  ...on experience. Monthly, quarterly, and semi-annual incentive plans RRSP and Employee Share Purchase Plan matching ~  Health &... 

 ...As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network...  ...comprehensive insurance and financial advice that aligns to their current...  ...help you grow your savings and plan for future financial security... 

 ...The Indigenous Advisor position is rooted in the guiding principles of Truth and Reconciliation as outlined by the National Centre for Truth and Reconciliation and BC's Declaration on the Rights of Indigenous Peoples Act. We recognize and respect that the Regional District... 

 ...You’ll love working here… As a Beauty Advisor you will provide friendly and knowable service...  ...year. The education. Sephora heavily invests in training for our store associates – not...  ...knowledge but building a personalized career plan with you so you can achieve your... 

 .... Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing...  ...such as real estate agents, lawyers, financial planners, and centres of influence with the...  ...and private banking, corporate and investment banking, and capital markets. At Scotiabank... 

 ...The Service Advisor acts as the communication liaison between customers and the repair technicians as well as maintains service records and oversees the scheduling of repairs. At Peterbilt Pacific, we strive to conduct our business as a well-respected organization; with... 

 ...growing company actively searching for dedicated and driven individuals from across North America to join us as life insurance benefits advisors in providing outstanding customer service and support to our client base. You will work remotely to serve clients and offer... 

 ...Performs analyses of monthly revenue and sales margin, gas inventory, and customer accounts receivable aging, by performing various financial and statistical tests for reasonableness to ensure integrity of financial reporting. Prepares reports for presentation to external auditors... 

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a strong desire for a long-lasting career. We're looking for individuals who ...

 ...general cost accounting and budgeting activities for an assigned operational group, including handling and scheduling a variety of financial activities within strict guidelines and in accordance with applicable policies and procedures as established by Business Leader - Finance...