3 financial planning job offers in Summerland, BC

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  • Financial Planner - Partner - RCU Insurance Services

    Aviso Summerland, BC

    Position Description Job Purpose This position provides services similar to the Investment Specialist but typically serves clients with more complex...
    2 days ago in Jobleads

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  • Investment Specialist - Partner - Cascadia (formerly Revelst

    Aviso Summerland, BC

    ...business retention and share of wallet by conducting regular reviews of member investment portfolios, and provides advice on investment and tax planning...
    2 days ago in Jobleads

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  • (BUA450) | Director of Planning and Development

    new Only for registered members Summerland, BC

    ...beaches and parks, scenic biking and hiking trails, beautiful orchards and vineyards, and the many wide-open spaces. Qualifications. Degree in Planning...
    1 day ago in Kitjob

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