Financial Planner jobs in Kelowna, BC

A reputable financial planning firm in Kelowna is hiring a Certified Financial Planner (CFP or QAFP) for a full-time, on-site position. The role involves developing personalized financial plans, expertise in retirement and estate planning, and requires strong analytical and communication skills. Candidates must have proven expertise in financial planning, local market knowledge, and a commitment...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within our Global Asset Management Division. As a...

A leading financial service provider in Kelowna is looking for a Financial Advisor to help clients plan for life stages. The role offers unlimited earning potential, independence, and the flexibility to build a career. You will prepare strategies to attract clients, review their financial states, and help them achieve their goals. Candidates should have a college degree, a history of achievement,...

- Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 2 years to less than 3 years Tasks Promote conference and meeting services or special eventsAssist in budget preparationCo-ordinate and monitor conference and meeting activities and attend to related detailsCo-ordinate media servicesCo-ordinate set-ups, staging, seating,...

- Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years Tasks Calculate costs of ordersProcess purchasesResolve delivery and other problems with suppliersReview requisition orders for accuracyCompile inventory reportsMonitor inventory levels of issued materials and stocksPrepare inventory costs, retail pricing and profit reports Financial...

A leading tax consulting firm in Canada is seeking a Field Tax Advisor and Preparer. This mobile role involves directly meeting clients across the region to assess their financial situations and deliver tailored tax strategies. Ideal candidates possess comprehensive corporate tax experience, strong knowledge of Canadian tax laws, and exceptional client service skills. The position predominantly...

SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Kelowna, British Columbia time type Full time posted on Posted 5 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are...

Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager you will Contribute to the overall...

Overview At Clark Builders, we’re more than a construction company — we’re purpose driven partners committed to building stronger communities. Serving institutional, commercial, and industrial clients across Western and Northern Canada since 1974, we bring a relationship-based approach, deep expertise, and a commitment to safety, innovation, and sustainability to everything we do. As part of the...

About Nicola Wealth We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated...

Overview Enhance your career in an entrepreneurial environment where you define your success & work as part of a team The Associate Opportunity As an Associate, you will support a Senior Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both challenging and rewarding! IG Wealth...

A career that gives you purpose. A company that stands up for you. A team where you can be yourself. Sound too good to be true? This is life at Houle. We believe in empowering communities through local projects that positively impact people's lives. We're a passionate group of people who love collaborating on innovative and challenging projects. About this role We are recruiting for a Revit...

Job Description What is the opportunity? As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on...

Job Summary Job Description Grow your business, your way - with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your career and life to make it...

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours! What...

We continue to grow and are excited to expand! A great planner can change a family’s future. We’re hiring the next one! Harbour Financial Solutions Inc. is dedicated to guiding families and business owners through the complexities of financial planning and securing lasting legacies. With over two decades of experience, the firm specializes in personalized strategies for retirement planning,...

Requisition ID: 201092 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

Requisition ID: 210875 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing...

Requisition ID: 212154 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We want to meet You at Scotiabank’s Thompson Okanagan Retail Banking Open House on Wednesday, January 22, 2025, from 5:30 pm - 7:00 pm at Scotiabank's Kelowna Main Branch at 488 Bernard Avenue Kelowna, BC. Recognized as one of Canada’s Top employers, Scotiabank is...

Requisition ID: 190259 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of...