Investment Associate salaries in Kelowna, BC

Identify, investigate, and resolve all client inquiries, administrative errors, etc. Manage all aspects of account opening and documentation and maintain client…

$41,000–$60,000 a year

Handle all incoming and outgoing phone calls; We also support internal promotion and community involvement. Manage our WOW service client program; and.

$50,000–$55,000 a year

We develop around 90% of our training internally, and partner with a variety of renowned providers to supplement our offerings.

$17.85–$23.52 an hour

Experience preparing and delivering financial plans for HNW Canadian families in the Wealth Management industry. U.S. financial planning background is an asset.

$115,000–$125,000 a year

Answer all incoming calls on the main switchboard; Handle and correctly escalate urgent incoming client calls; Maintain a friendly and professional conduct.

$45,000–$50,000 a year

We develop around 90% of our training internally, and partner with a variety of renowned providers to supplement our offerings.

$17.85–$23.52 an hour