financial planner emplois - lake country bc

Valley First, a division of First West Credit Union —Kelowna, BC3.2

Must complete the internal Tru Cooperative certification program specific to this role within the required timeframe.

Raymond James Financial, Inc. —Kelowna, BC3.7

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement. How does the role impact the organization?

The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON

You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.

The Successful Investor —North York, ON

Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.