About this role
Wealth Advisor at Nicola Wealth. Location: Kelowna, British Columbia, Canada. Role: Building client relationships, Delivering client service, Preparing financial analysis Requirements: 5-10 years of experience in financial planning, Certified Financial Planner (CFP), and strong interpersonal skills required. Category: Finance and Accounting Seniority: Senior Level Certifications: certified financial planner (cfp), chartered investment manager (cim), cfa level 1, licensed for life, sickness & accident insurance Commitment: Full Time Workplace: Hybrid Languages: English