16 Sep
|
The Vantage Talent Group
|
Vernon
16 Sep
The Vantage Talent Group
Vernon
The Vantage Talent Group is recruiting a Senior Wealth Advisor for its Vernon, BC practice. You will work alongside an experienced team to deliver sophisticated wealth advice to high-net-worth individuals, families, and business owners, focusing on long-term relationships and holistic planning.
The role emphasizes tax and estate planning, investment management, and ongoing client stewardship within the Vernon/Okanagan community, with a pathway toward succession and leadership within the practice.
📌 Senior Wealth Advisor – High‑Net‑Worth & Estate Planning (Vernon)
🏢 The Vantage Talent Group
📍 Vernon