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Financial Advisor Financial Services Financial Consultant Wealth Management

Senior Wealth Planner & Client Strategy Lead

Job in Kelowna, BC, Canada
Listing for: Banque Nationale du Canada
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 CAD Yearly CAD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading Canadian financial institution is seeking a Senior Analyst in Wealth Management to provide expert client advisory and financial planning. The role involves coordinating client requests, collaborating with advisors, and enhancing service offerings. Candidates should have a relevant bachelor's degree and 3+ years of experience in financial services. A mutual funds representative license is preferred. Competitive compensation and benefits are offered.
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Position Requirements
10+ Years work experience
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