Associate Wealth Advisor - Kelowna
Location
kelowna, regional district of central okanagan
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Permanent Full Time
What You Will Do
Client Engagement & Experience
- Participate in client meetings and progressively take on a more active role in discussions
- Build trusted relationships with clients through responsive, professional communication
- Ensure a consistent, high-quality service experience aligned with the team’s standards
Financial Planning & Advice Delivery
- Develop and maintain comprehensive financial plans using the team’s planning tools
- Contribute to planning strategy, including retirement, tax, and risk considerations
- Monitor client progress and update plans as circumstances evolve
Portfolio Oversight
- Support portfolio construction and ongoing monitoring to ensure alignment with client objectives
- Conduct research on approved investment and insurance solutions
- Assist in implementing investment strategies within ...