Current jobs related to Wealth Associate - Kelowna - Banque Nationale du Canada
-
Wealth Associate
4 weeks ago
Kelowna, Canada National Bank Full timeJob description Attendance On-Site Job number 29975 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Dec-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in...
-
Kelowna, Canada Nicola Wealth Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...
-
Kelowna, Canada NATIONAL BANK OF CANADA Full timeA leading Canadian financial institution is seeking an Associate in the Wealth Management team located in Kelowna, BC. In this role, you will provide exceptional customer service to support wealth advisors. Responsibilities include analyzing client accounts, coordinating appointments, and ensuring compliance with regulations. Candidates should have a college...
-
Kelowna, Canada National Bank Full timeA leading financial institution in Kelowna is seeking a Wealth Associate to support investment advisors and enhance client experiences. In this full-time position, you will manage financial transactions, analyze client files, and produce reports while ensuring compliance with regulations. Ideal candidates will have relevant experience, a college diploma, and...
-
Asociate Financial Consultant
1 day ago
Kelowna, British Columbia, Canada Feth Wealth Management Full timeCompany OverviewFeth Wealth Management is a dedicated Financial Planning practice that partners with families seeking a fulfilling lifestyle while aiming to preserve their estate for future generations. Our comprehensive approach includes tax strategies, risk management, investment planning, and retirement planning to craft robust estate plans.Job OverviewWe...
-
Wealth Sales Director
4 weeks ago
Kelowna, Canada Sun Life Full timeWealth Sales Director (External Wholesaler) Sun Life•Kelowna, British Columbia Job Description :Job Description :We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life...
-
Associate (On-Site)
4 weeks ago
Kelowna, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29977 Category Support Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Dec-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability...
-
Associate (On-Site)
3 weeks ago
Kelowna, BC, Canada NATIONAL BANK OF CANADA Full timeAttendance On-Site Job number 29977 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 09-Dec-2025 Area(s) of interest: Wealth management Location(s): Kelowna A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability...
-
Customer Experience Associate
4 weeks ago
Kelowna, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Title: Customer Experience Associate (Canada) Requisition ID: 245614 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we...
-
PIA Client Service Associate
1 day ago
Kelowna, British Columbia, Canada TD Securities Full timeWork Location:Kelowna, British Columbia, CanadaHours37.5Line Of BusinessTD WealthPay Details$43,300 - $56,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD....
Wealth Associate
1 month ago
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
- Support investment advisors in providing superior customer service and be available to meet client requests
- Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Analyze, open, and update client files
- Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance and risk management rules
Your team:
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada.We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites:
- Completed college and/or university diploma in a related field
- Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
- Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
- Excellent knowledge of the Microsoft Office suite
Languages:
Skills
- Communication
- Critical Thinking
- Information Analysis
- Multitasking
- Organization Skills
- Problem Solving
- Stress Management
- Teamwork
- Wealth Management
- Cybersecurity
- Accountability
- Client-focused
- Detail-oriented
- Digital literacy
- Initiative
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual sleep clinic
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us
Why work at National Bank?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates What can you bring to our team?
#J-18808-Ljbffr
