Personal Financial Advisor jobs in penticton Canada
6 personal financial advisor jobs found in penticton: showing 1 - 6
Financial Advisor - Ciro - Mfd/amf
Company: CIBC |
, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point... they are and what they contribute. To learn more about CIBC, please visit What you'll be doing As a member of the Personal and Business Banking...Location: Penticton, BC, Canada
| Salary: unspecified | Date posted: 31 Jan 2025
Administrative Assistant
Company: CIBC |
for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team..., assist in processes to direct assets into suitable financial products based on the client’s risk reward tolerances...Location: Penticton, BC, Canada
| Salary: unspecified | Date posted: 26 Jan 2025
Financial Advisor (penticton Main Branch)
Company: First West Credit Union |
Job Description: We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides... services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...Location: Penticton, BC, Canada
| Salary: unspecified | Date posted: 16 Jan 2025
Wealth Services Assistant (penticton Regional Office)
Company: First West Credit Union |
financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor... Specialist they are assigned to support. 2 years in a financial institution or brokerage firm as an investment advisor assistant...Location: Penticton, BC, Canada
| Salary: unspecified | Date posted: 11 Jan 2025
Wealth Advisor (cherry Lane Branch)
Company: First West Credit Union |
Job Description: We are currently seeking a Wealth Advisor to join our team. The Wealth Advisor (WA) is responsible... range of investment and financial planning advice including deposit and lending services. The role will work to consolidate investment...Location: Penticton, BC, Canada
| Salary: unspecified | Date posted: 08 Jan 2025
Member Advisor (cherry Lane Branch)
Company: First West Credit Union |
and provides solutions to financial needs, and/or refers member to an appropriate advisor. Here's what would be included... financial advice to members or refers to appropriate advisor. Member Transactions: Processes a full range of member...