As of November 10, 2026, Jobsy lists 2 developing investment advisor jobs in Kelowna, BC. The most active employers are The Toronto-Dominion Bank (Canada) and Bank of Montreal. Skills often requested: ciro, communication skills, cim and sales.
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3+ YOECandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence and 3+ years of client-facing sales experience, ideally in mutual funds or brokerage. A life insurance licence (LLQP) must be obtained within 6 months of hire.
3+ YOECandidates need an undergraduate degree in finance, business or economics, a CIRO Registered Representative licence, and at least 3 years of client-facing sales or relationship experience. Professional designations such as CFP, CIM or CFA are assets, and a Life Insurance License (LLQP) must be obtained within 6 months of hire.