Current jobs related to Advisor Associate 6 month contract - Kelowna - MD Financial Management
-
Client Associate, Commercial Insurance
11 minutes ago
Kelowna, Canada Lloyd Sadd Group Full timeNavacord Kelowna, 1499 St Paul St, #705, Kelowna, British Columbia, CanadaJob DescriptionPosted Thursday, November 6, 2025 at 7:00 AMNavacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across...
-
P&D Operations Manager — 6-Month Temp
3 weeks ago
Kelowna, Canada FedEx Canada Full timeA leading logistics provider is looking for a P&D Operations Manager to oversee Pick-Up and Delivery operations in Kelowna, British Columbia. The ideal candidate will have a Bachelor's degree and at least four years of experience in the industry. Key responsibilities include supervising warehouse operations and ensuring maximum service objectives are met....
-
Associate Enrolment Services Advisor
1 week ago
Kelowna, Canada University of British Columbia Full timeStaff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Student Management, Level A Job Title Associate Enrolment Services Advisor Department UBCO | Student and Academic Support | Enrolment Services Compensation Range $5,365.42 - $7,709.92 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a position....
-
Medical Science Liaison
4 weeks ago
Kelowna, Canada Lock Search Group Full timeMedical Science Liaison (Rare Disease) – 12-Month Contract Western Canada Lock Search Group is seeking an experienced and scientifically driven Medical Science Liaison (MSL) to support a Rare Disease portfolio across Western Canada. This is a 12-month contract opportunity for a field-based medical professional who thrives at the intersection of science,...
-
Trainee, Insurance Advisor
2 weeks ago
Kelowna, Canada Westland Insurance Group Ltd. Full timeJob Description Posted Tuesday, January 6, 2026 at 8:00 AM We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor in Princeton, BC at our Tapton Ave location. Do you love to provide exceptional client service? If so, you will love...
-
Contract Professional
4 weeks ago
Kelowna, Canada TEEMA Full timeJob Title: Contract Professional Job ID: 84227 Location: Prince George, British Columbia Overview The Capital Infrastructure Project Delivery (CIPD) business unit is looking for two highly skilled contract professionals to join its team. These consultants will be responsible for hands‑on contract management and administration across a diverse range of...
-
Trainee - Insurance Advisor
6 days ago
Kelowna, Canada Westland Insurance Ltd. Full timeWe’re searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Kelowna, BC location on Carrington Road. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career...
-
Insurance Advisor
6 days ago
Kelowna, Canada Westland Insurance Ltd. Full timeWe’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Carrington Road office in Kelowna, BC. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking...
-
Tax Time Administrative Assistant
3 weeks ago
Kelowna, Canada RHN CPA Full timeA local accounting firm in Kelowna is seeking a positive and detail-oriented Tax Time Administrator for a three-month contract. This role involves greeting clients, managing documents, and providing reception support. Ideal candidates have prior administrative experience, strong organizational skills, and are proficient in Microsoft Office. The position...
-
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...
Advisor Associate 6 month contract
2 hours ago
Is this role right for you? In this role you will: Be accountable for the preparation and processing of client documentation and inputting transaction requests as directed by Advisors and Portfolio managers Work with Advisors, as well as a larger regional team of Administrators Be responsible for maintaining the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services Maintain a follow-up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards Support and participate in the research and resolution of a variety of client concerns as well as contributing to special projects, as required Ensure that monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently Liaise with Accountants and third parties to provide tax documents or statements as requested Perform general office duties, including reception coverage, when required Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:College diploma in business, commerce or equivalentDemonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RDSPs, FHSAs RRSPs/RRIFs, TFSAs, non-registered investments, and applicable tax-related issues Proficiency with Microsoft Office Suite Working knowledge of CRM2 Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assetsA dedication to client serviceStrong organizational skillsStrong attention to detail and follow-through skillsExcellent verbal and written communication skillsInitiative and are resourcefulAn ability to work independently or effectively within a teamAn ability to manage multiple priorities in a fast- paced environmentAn ability to effectively manage changeA focus on achieving results
