03 Sep
|
Nicola Wealth
|
British Columbia
03 Sep
Nicola Wealth
British Columbia
Nicola Wealth in Kelowna is seeking a motivated Wealth Advisor to provide holistic wealth planning and investment management for a diverse client base. You will develop and manage current and existing client relationships, delivering advice on estate, tax, retirement and risk management while leveraging our diversified investment options.
With support from the Asset Management, Client Service Specialists, Portfolio Administrators and Reporting Teams, you will focus on delivering a client-centered
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📌 Senior Wealth Advisor – Estate & Investment Planning (British Columbia)
🏢 Nicola Wealth
📍 British Columbia