Wealth Management Client Associate Jobs in Kelowna

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Client Associate, Commercial Insurance

Navacord

profile Kelowna - Canada

THE ROLEThe Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert ad...

2 days ago
Full Time

Wealth Management Client Associate

Bank Of America

profile Hunt Valley - USA

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth m...

10 days ago
Full Time

Client Service Manager Security Services

Commissionaires Bc

profile Kelowna - Canada

Commissionaires has a strong reputation in the security industry. We are a Canadian not-for-profit security/enforcement organization that has been in business since 1927. Our mandate is to give back to those who served and continue to serve in our communities and country.Commissionaires services ove...

30+ days ago
Full Time

Financial Advisor Ciro-id

Canadian Imperial Bank Of Commerce

profile Kelowna - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

30+ days ago
Full Time

Financial Advisor Ciro-id (urban)

Canadian Imperial Bank Of Commerce

profile Kelowna - Canada

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

30+ days ago
Full Time

Senior Relationship Manager, Indigenous Wealth

Scotiabank Global Site

profile Kelowna - Canada

Requisition ID: 248478Join a purpose driven winning team committed to results in an inclusive and high-performing culture.Posted pursuant to Scotiabanks Special Program under the Employment Equity Act and Canadian Human Rights ActWhile you must be an Indigenous person in order to submit your resume...

30+ days ago
Full Time