Client manager • kelowna bc
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families.Industry Financial Services Type Privately H... Show more
Are you looking for something more than just a job? Are you looking for a community, a partnership, a team, and an opportunity to learn and grow in your career?.As one of world’s leading, and faste... Show more
ServiceMaster of Central & Northern Okanagan provides emergency response, restoration, and construction services to the insurance industry, residential and commercial customers.We offer a wide ... Show more
Client Services Coordinator – Senior Helpers Okanagan.Full‑Time • Growth Pathway • Immediate Opening.Senior Helpers Okanagan is hiring a.This role is ideal for a registered HCA or experienced careg... Show more
A&W Restaurants in Vernon, BC, is seeking a Restaurant Manager to start immediately at our location 3640 Gellatly Rd.Annum Hours Per Week: 40 Language: English Education: Secondary School Certifica... Show more
Our spectacular Eldorado Resort is situated right on the shores of Okanagan Lake, a few kilometers south of the William R.Eldorado Resort consists of Hotel Eldorado, Manteo Resort, and the Eldorado... Show more
Client Services Representative – Fairfield Animal Hospital - Kelowna, B.About Us: Fairfield Animal Hospital is a leading emergency veterinary facility and the only 24-hour emergency animal ho... Show more
Family based ownership group that has been in operation for 25 years.We value team development, creating a great guest experience and supporting our community through fundraising initiatives and sp... Show more
Your passion, purpose and potential.In you we see care, drive, confidence and curiosity.When you join our team, you can expect intensity, excitement and energy.Through our culture of people develop... Show more
At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more
Education: Secondary (high) school graduation certificate.Experience: 3 years to less than 5 years.Ensure health and safety regulations are followed.Address customers' complaints or concerns.Record... Show more
Experience: 2 years to less than 3 years.Determine type of services to be offered and implement operational procedures.Balance cash and complete balance sheets, cash reports and related forms.Organ... Show more
Experience: 2 years to less than 3 years.Analyze budget to boost and maintain the restaurant's profits.Determine type of services to be offered and implement operational procedures.Balance cash and... Show more
Your passion, purpose and potential.In you we see care, drive, confidence and curiosity.When you join our team, you can expect intensity, excitement and energy.Through our culture of people develop... Show more
Firehouse Subs® is a fast-casual restaurant brand built around a passion for.Hearty & Flavorful Food, Heartfelt Service, and Public Safety.Known for steaming hot subs piled high with quality me... Show more
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more
PetSmart does Anything for – JOIN OUR TEAM!.Our associates are the heart of Team PetSmart.Together, we're building the best team in retail through our values-based culture, connection, and teamwork... Show more
At Foot Locker, we're rooted in sport, powered by style, and driven by the communities that move both.From Foot Locker and Kids Foot Locker to Champs Sports, WSS, and atmos, our brands sit at the i... Show more
Do you love healthy, organic products?.Want to work in a fun environment that helps you grow and thrive?.Come to work at Nature's Fare Markets.FLOOR MANAGER People are at the heart of what Nature's... Show more
Build your restaurant management career with Red Robin in Kelowna, B.We’re hiring a Restaurant General Manager to lead busy shifts, coach and develop team members, and help run the day-to-day... Show more
Senior Vice President, Client Advisory About the Company Leading multi-family office providing trusted counsel to successful entrepreneurial families. Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development. Applicants for the Senior Vice President, Client Advisory position at the company should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development. Functions - Account Management/Optimization - Finance
