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Associate Wealth Advisor Position
Job in
Kelowna, BC, Canada
Listed on 2026-07-07
Listing for:
Canada Life
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Join Canada Life as an Associate Wealth Advisor and shape your financial advisory career. Leverage your experience to enhance client engagement and deliver quality financial planning services.
This full‑time role emphasizes financial advice delivery and portfolio oversight within a high‑performance practice.
Key Responsibilities- Actively participate in client discussions and meetings
- Develop and maintain comprehensive financial strategies
- Research and assist in portfolio management activities
- Support business development and enhance client relationships
- Adapt plans based on client progress and market conditions
- 5+ years in financial advisory or wealth management
- Proven financial planning expertise with direct client work
- Familiarity with investment strategy and portfolio management
- Required:
Active CSC and IIROC licensing - Preferred: CFP or CIM designation
Excel as a trusted advisor and elevate your career at Canada Life.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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