Noble & jobs
Noble Pannu Wealth Management - Associate Advisor
Easily applyNewNoble Pannu Wealth ManagementKelowna, BC V1X 8A9- From $75,000 a year
- Full-time
- | Full-Time | Starting at $75,000 + Bonus & Benefits_.
- Reporting to the business owner(s), the Associate Investment Advisor is focused on providing our clients…
Entry-Level Account Manager
Easily applyNewNoble Market Solutions IncEdmonton, AB- $3,200–$4,500 a month
- Full-time
- The Entry-Level Account Manager manages customer accounts, offers solutions, and delivers excellent sales experiences that strengthen relationships and support…
Financial Advisor - Spruce Grove
Easily applyNewServus Credit UnionSpruce Grove, AB- Permanent
- Profit sharing
- Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust…
Manager of Human Resources
Easily applyJohn Noble HomeBrantford, ON N3T 1T5- $113,665–$119,418 a year
- Full-time +1
- On call
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- Company pension
- On-site parking
- The John Noble Home consists of 156 long term care beds with planned expansion, a community-based day program and a senior’s apartment building.
- Noble Metals PeterboroughPeterborough, ON
- $20–$30 an hour
- Full-time
- On-site parking
- Sprinkler system installation (preferred, but not required).
- Applicants must have reliable transportation and be legally eligible to work in Canada.
Journeyman Field Service Technician
Easily applyUrgently hiringNoble Equipment Ltd.Ponoka, AB- $44–$56 an hour
- Full-time +1
- 8 hour shift +1
- Vision care
- Dental care
- Life insurance
- Store discount
- Extended health care
Often responds in 3 days3 hires made in past 30 days- Our mission is to provide quality equipment and build relationships with our customers that stand the test of time.
- Share information across the organization.
DZ Driver
Easily applyUrgently hiringNoble CorporationCollingwood, ON L9Y 3Z9- $45,000–$50,000 a year
- Full-time
- Dental care
- Profit sharing
- RRSP Contribution
- Access to training and development programs.
- Pension and RRSP contribution opportunities.
- The DZ Driver will be responsible for daily delivery duties in a safe,…
View similar jobs with this employerServus Credit UnionRimbey, AB- Permanent
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Senior Fire Alarm Technician
Easily applyOak Ridge Building Solutions Inc.Oshawa, ON L1H 3V8- $40–$55 an hour
- Full-time +1
- 40 to 60 hours per week
- On call
- Mileage reimbursement
- Tuition reimbursement
- Paid time off
- Vision care
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- Disability insurance
- Oak Ridge Building Solutions is seeking Fire Alarm Technicians who are fully CFAA certified and ready to contribute their expertise to the inspection, service,…
- Green ShieldCanada
- $38,774–$53,699 a year
- GreenShield is seeking a Pharmacy Coordinator (known internally as Pharmacy Assistant) who is passionate about helping people, communicating clearly, and taking…
- Green ShieldOttawa, ON
- $38,774–$53,699 a year
- This role places a strong emphasis on prescription billing/processing, patient communication, documentation, coordination, and problem-solving.
- Green ShieldOttawa, ON
- $38,774–$53,699 a year
- This role places a strong emphasis on prescription billing/processing, patient communication, documentation, coordination, and problem-solving.
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Financial Advisor/ Senior Financial Advisor - Bonnie Doon
Easily applyNewServus Credit UnionEdmonton, AB T6C 0Y9- Permanent
- Profit sharing
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Noble Pannu Wealth Management - Associate Advisor - job post
Job details
Pay
- From $75,000 a year
Job type
- Full-time
Location
Full job description
NOBLE PANNU WEALTH MANAGEMENT
Associate Investment Advisor
Kelowna, B.C. | Full-Time | Starting at $75,000 + Bonus & Benefits
Noble Pannu Wealth Management is a Kelowna-based wealth management firm that is growing. At the heart of Noble Pannu Wealth Management is the belief that our clients deserve the best — and the same goes for our people. As an Associate Investment Advisor, you will help our clients realize their financial goals as part of a growing team that believes in challenging, developing, and supporting their people.
The Noble Pannu team is a group of dedicated people driven to deliver exceptional client service in a fast-paced work environment. We take pride in our work and pride ourselves as trusted advisors to our clients. As we grow, we need talented, dynamic, highly motivated individuals who embody our culture and values.
Position Overview
Reporting to the business owner(s), the Associate Investment Advisor is focused on providing our clients with financial planning and investment management advice.
Core Responsibilities
- Providing first-class financial planning and strategic wealth management services to our clients.
- Driving growth with existing clients and helping the practice grow by assisting the Advisors in attracting new clients.
- Overseeing investment portfolio reviews along with insurance needs analysis.
- Managing day-to-day client requests and partnering with the client services team to execute and deliver on our clients' needs.
- Leading the annual financial planning process, including IPS and IPQ meetings.
- Delivering a high level of end-to-end personalized client service with rapid resolution of queries.
- Continuously engaging in ongoing learning and development to improve skills and knowledge.
Key Attributes
- Ability to work in a dynamic, fast-paced, deadline-driven environment.
- Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
- Ability to maintain professionalism and collaboration under pressure.
Skills & Qualifications
- Minimum of five years' related work experience, preferably in a financial planning firm with exposure to both insurance and investment planning.
- Completion of, or progress toward, the following is considered an asset: full IIROC licensing; CFP®, QAFP®, or PFP®; CIM or CFA Level 1; CSC.
- Experience with financial planning systems and the Microsoft Office suite.
- Strong Excel knowledge.
- Excellent written and verbal communication skills.
- Comfortable working with numbers, with an analytical mindset.
- Exceptional interpersonal and relationship management skills to build trust with clients and colleagues.
- Responds well in an ever-changing work environment.
Compensation
A strong compensation package is available for the right person, starting at $75,000, plus bonus based on achieving performance goals and a generous health & benefits plan.
While we thank you in advance for your interest and application, please be advised that we will only be responding to candidates selected for further consideration.
Pay: From $75,000.00 per year
Work Location: In person