19 meilleures offres (investment advisor, kelowna, bc) (à pourvoir)

Developing Investment Advisor (Kelowna)
TD Bank —Kelowna, BC
- De 50 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Baccalauréat
- Affaires
- Congés payés
Wealth Associate
National Bank of Canada —Kelowna, BC
- Temps plein
- Travail hybride
- Service à la clientèle
- Anglais
- Microsoft Office
- Programmes de Bien-être
- Programme d'Aide aux Employés
Banking advisor
National Bank of Canada —Kelowna, BC
- De 55 200 $ à 66 900 $ par an
- Temps plein
- Anglais
- Esprit d'analyse
- Programmes de Bien-être
- Programme d'Aide aux Employés
Senior Financial Advisor (Kelowna)
Valley First, a division of First West Credit Union —Kelowna, BC
- De 56 800 $ à 72 800 $ par an
- Temps plein
- Microsoft Office
- Congés payés
Financial Advisor
Rockscene Wealth Inc. —Lake Country, BC
- De 35 700,00 $ à 98 915,60 $ par an
- Temps plein
- Recherche
- Esprit d'analyse
- Mathématiques
Postuler rapidement
Senior Financial Advisor
Valley First, a division of First West Credit Union —Westbank, BC
- De 56 800 $ à 72 800 $ par an
- Temps plein
- Microsoft Office
- Congés payés
Broker Relationship Manager, Alternative Lending (Aveo Channel)
CMLS —Kelowna, BC
- Temps plein
- Télétravail
- Développement commercial
- Assurance Dentaire
- Bourses d'Études
Postuler rapidement
Senior Financial Planner
Raymond James Financial, Inc. —Kelowna, BC
- De 115 000 $ à 125 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Capacités de présentation
- Plan d'actionnariat des employés
- Bourses d'Études
Financial Advisor
Valley First, a division of First West Credit Union —Kelowna, BC
- De 52 400 $ à 65 600 $ par an
- Temps plein
- Microsoft Office
Mobile Insurance and Estate Specialist
Coast Capital Savings —Kelowna, BC
- 60 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
il y a 12 jours
Administrative Assistant
Raymond James Financial, Inc. —Kelowna, BC
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Plan d'actionnariat des employés
- Bourses d'Études
Client Care Coordinator
Safe Harbour Financial Solutions Inc. —Kelowna, BC
- De 45 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
Associate Director, International Recruitment Okanagan Campus
University of British Columbia —Okanagan, BC
- De 9 048,67 $ à 14 114,17 $ par mois
- Temps plein
- Baccalauréat
- Réseaux informatiques
- Recrutement
il y a 7 jours
Assistant Branch Manager
Valley First, a division of First West Credit Union —Kelowna, BC
- De 64 400 $ à 82 500 $ par an
- Temps plein
- Vente
- Microsoft Office
- Développement commercial
il y a 7 jours
Sales Advisor
Integrated Solar Solutions —Central Okanagan, BC
- De 3 000 $ à 15 000 $ par mois
- Temps partiel
- Travail hybride
- Vente
- Capacités de présentation
- Système CVC
- Heures d'arrivée et de départ flexibles
Postuler rapidement
Receptionist / Branch Assistant
Raymond James Financial, Inc. —Kelowna, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Plan d'actionnariat des employés
- Bourses d'Études
il y a 13 jours
HubSpot Strategist
ThinkFuel Inc. —Canada
- De 75 000 $ à 80 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Salesforce
- Anglais
- Congés payés
- Travail à domicile
Postuler rapidement
Conseiller(ère) en financement
Chemical Institute of Canada —Canada
- De 20,05 $ à 71,28 $ de l’heure
- Temps partiel
- Microsoft Office
- Finance
- Baccalauréat
- Travail à domicile
- Assurance Vie
Postuler rapidement
22 h
Tax Manager (Remote)
Accountor Inc —Canada
- De 90 000 $ à 120 000 $ par an
- Temps plein
- Télétravail
- Anglais
- Comptabilité
- QuickBooks
- Assurance Dentaire
- Travail à domicile
Postuler rapidement

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Personal Banker
BMO Financial Group —Kelowna, BC
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
De 36 600 $ à 67 500 $ par an

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor (kelowna, bc)

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Developing Investment Advisor (Kelowna)

TD Bank -
Kelowna, BC

Postuler dès maintenant

Détails du poste

Temps plein
De 50 000 $ à 100 000 $ par an

Profil recherché

Investissement
Économie
Finance
CFP
Baccalauréat
Gestion de la relation client
Affaires
Analyste financier agréé (CFA)
Compétences en communication

Description complète du poste

Work Location:

Kelowna, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$50,000 - $100,000 CAD

This role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.

TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA offers high-net-worth clients the opportunity to establish a one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their financial affairs.

Are you entrepreneurial, passionate about investments, growing your business, and empowering clients to thrive? This could be your next big move! We are hiring Developing Investment Advisors into our Developing Investment Advisor Program. This is a highly specialized program where participants gain the opportunity to build comprehensive knowledge in technical, financial, and interpersonal areas to accelerate your path to building a successful client portfolio serving our high-net-worth clients. The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development, and dedicated practice management support to help you develop and grow your practice.

Accountabilities:

Build a client base of HNW & UHNW clients, families, and business owners
Develop comprehensive wealth management and investment strategies for your clients based on their needs
Make recommendations to the client regarding their portfolio's construction, security selection, monitoring, and rebalancing
Action a business plan focused on building your client base and market share through prospecting, marketing and developing a pipeline that identifies and cultivates relationships with potential clients and external referral sources
Develop and implement sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth
Take a OneTD approach with your clients by establishing beneficial relationships between your clients and TD Partners to provide goal-based wealth advice across a full range of product and service solutions
Protect the interests of the organization – identify and manage risks effectively

What your profile looks like:

Undergraduate Degree in finance, business, economics or related discipline
Currently licensed as a Registered Representative with CIRO
Professional designations such as CFP, CIM and/or CFA are considered assets
3+ years of experience working directly in a client-facing, sales or relationship-focused role, ideally in a mutual fund or brokerage environment
Deep knowledge of the investment landscape, markets, and portfolio management
Curiosity and desire to stay on top of the latest trends and be a thought leader in your field
Excellent communication and interpersonal skills
Proven entrepreneurial experience and ability to prospect and manage client relationships
Comfort with compliance requirements and commitment to ethical client service
Life Insurance License (LLQP) must be obtained within 6 months of hire

#LI-Wealth

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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