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Keywords: Associate Wealth Advisor, Location: Kelowna, BC

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Associate Wealth Advisor

is seeking an Associate Wealth Advisor to join a high performing Advisory Team. You will develop and implement the team’s wealth... management strategy for clients. What will you do? Coordinate meetings and events for the Investment Advisor with clients...

Location: Kelowna, BC
Posted Date: 14 Dec 2024
Salary: $38000 - 55000 per year

Administrative Assistant

is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate. By providing... with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Maintain...

Location: Kelowna, BC
Posted Date: 14 Dec 2024
Salary: $37500 - 45000 per year