Wealth Management Advisor salaries in Kelowna, BC

The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development,…

$50,000–$100,000 a year

Prepare ongoing analysis with respect to investment portfolio design, risk management (insurance planning), retirement income needs, estate planning, cash flow…

This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility…

$47,500–$61,500 a year

Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area. Post-secondary degree or equivalent.

$35,000–$50,000 a year

Generates leads and referral opportunities through professional networking, community involvement, and other approved engagement activities.

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement. Respond to requests for information;

$45,000–$55,000 a year