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Entry level banking Jobs in Kelowna, BC

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Entry level banking • kelowna bc

Last updated: 2 days ago

Senior Financial Advisor (Kelowna)

Envision FinancialKelowna, BC, Canada
Full-time

We are currently seeking Senior Financial Advisors to join our team in Kelowna.This role focuses on providing exceptional customer service to a portfolio of members by offering a full range of inve...Show more

Mortgage Specialist - BC Interior & Okanagan Region

ScotiabankKelowna, BC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed driven, winning sales team, anchored by an incl...Show more

Corporate Legal Assistant/Paralegal

GpacKelowna, British Columbia, Canada
Full-time

Job Title: Legal Assistant/Paralegal- Corporate Commercial.IF you DO NOT live in Kelowna, please explain your relocation plans in your application.Our client is seeking an experienced Legal Assista...Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.KELOWNA, British Columbia, Canada
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start...Show more

Technologist 1 - Geographic Information Systems

FortisBCKelowna, BC, CA
Full-time

Employment Status: Full-Time Regular.Short-term Incentive Eligible: No.Posting End Date: Open until filled.As the province’s largest energy provider with more than 100 years of knowledge and experi...Show more

Keyholder

PET VALUKelowna, British Columbia, Canada
Part-time

The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing f...Show more

Entry-Level Data Entry Specialist (Remote)

FocusGroupPanelWestbank, British Columbia, Canada
Remote
Part-time

Work From Home, Entry Level Data Entry Clerk As A Research Participant.We are looking for people who want to work remotely from home.You'll need an Internet connection and a mobile device or comput...Show more

Remote Wealth Manager – AI Model Training - AI Trainer

SuperAnnotateKelowna, British Columbia, CA
Remote
Full-time

This is a unique opportunity to contribute directly to how the next generation of AI systems reason about personal finance, portfolio construction, estate planning, tax-aware investing, retirement ...Show more

Junior Billing Coordinator

PRI ConsultantsKelowna, British Columbia, Canada
Full-time

Junior Billing Coordinator (Entry Level).Ecora is looking for a motivated.This is an ideal role for a recent graduate or someone with 1-2 years of general business experience who wants to build a c...Show more

Administrative Office Support Assistant

HRS Talent SolutionsKelowna, BC, Canada
Remote
Full-time +1
Quick Apply

Administrative Office Support Assistant - Remote.We are currently seeking organized and dependable individuals for an entry-level.Administrative Support Assistant.This role is best suited to candid...Show more

Spanish Private Tutoring Jobs Kelowna

SuperprofKelowna, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Mobile Mortgage Specialist

The Toronto-Dominion Bank (Canada)Kelowna, British Columbia
Full-time

Serving more than 11 million customers nationally, TD provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine...Show more

Client Advisor

Royal Bank of Canada>KELOWNA, Canada
Full-time

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

Financial Manager

Potentia Human Resources Inc.Kelowna, BC, ca
Full-time

Through numerous decades, the Sandher family and their devoted employees have led Sandher Fruit Packers to be a world class enterprise.In the heart of British Columbia's interior, their enduring co...Show more

Property Management Administrator

Skyline Group of CompaniesKelowna, BC, Canada
Full-time

We are looking for a passionate, driven and energetic candidate to join our team as a .Property Management Administrator .Looking for a chance to make your mark in a fast-paced, professional and fu...Show more

Work from Home Product Tester – No Experience

OCPAKelowna, British Columbia, CA
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...Show more

Insolvency Advisor

BDOKelowna
Full-time

Putting people first, every day.BDO is a firm built on a foundation of positive relationships with our people and our clients.Each day, our professionals provide exceptional service, helping client...Show more

Director, Commercial Banking (On-Site)

NATIONAL BANK OF CANADAKelowna, CA
Full-time +2

Attendance On-Site Job number 30874 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-Feb-2026 Area(s) o...Show more

 • Promoted

Client Advisor

0000050007 Royal Bank of CanadaKELOWNA, British Columbia, Canada
Full-time

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

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Senior Financial Advisor (Kelowna)

Senior Financial Advisor (Kelowna)

Envision FinancialKelowna, BC, Canada
30+ days ago
Job type
  • Full-time
Job description

We are currently seeking Senior Financial Advisors to join our team in Kelowna.

This role focuses on providing exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor.

Here’s what would be included as a part of your typical day

  • Member Service: Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor. Manages an assigned portfolio of members (generally with $100,000 to $500,000 in investible assets) through proactive regular contact, ensuring current and future needs are identified and met.
  • Member Transactions: Processes a full range of complex member transactions including, but not limited to: MFDA products and services; retail mortgages, personal and RRSP loans; opening personal or business accounts, debit/credit cards, LOC/overdraft protection, and related insurance products..
  • Branch Goals: Supports achievement of annual branch goals and objectives through proactive promotion of FW products and services, participation in branch campaigns, and actively seeks potential cross-sell and/or referral opportunities during interaction with members or general public. Achieves established annual sales and referral targets.
  • Branch Support: Mentors other branch employees in the understanding of lending and investment products and services; and provides advice and/or assists employees with member issues in management’s absence.
  • Other duties: Utilizes the Day in the Life as a guideline to prioritize and manage schedules - to align efforts in reaching goals while offering a remarkable, consistent member experience across First West. Other dutiesas required by branch leadership.

Required Skills, Experience & Qualifications

  • College or Tech School Diploma (2 years) in related discipline or equivalent combination of education and experience
  • Mutual Funds License required
  • Must complete the internal First West certification program specific to this role within the required timeframe
  • PFP preferred
  • 2-3 years in a Financial Advisor role, or equivalent
  • Proven ability to conduct complex advisory, four quadrant conversations
  • Demonstrated ability to recognize needs, identify appropriate products and build strong member relationships
  • Proven track record achieving or exceeding sales targets in retail lending and investment products and service
  • Self-starter with ability to work independently and solve problems using common sense and sound judgment
  • Proficient in computer software . Microsoft Office and banking software programs
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.