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Full stack developer • kelowna bc
- Promoted
Wealth Associate (On-Site)
NATIONAL BANK OF CANADAKelowna, British ColumbiaLead - Full Time
Arc'teryxKelowna, BCPharmacist - Full Time
London Drugs LimitedWestbank, BC, CALicensed Practical Nurse - Temporary Full-Time Nights - 5 on 3 off / 5 on 2 off - 23:00 - 07:00
2337 Butt RdWest Kelowna, BC- Promoted
Utility / Dishwasher - White Spot Kelowna Airport
SSPKelowna, Brit, Canada- Promoted
LF Sales Rep
Leaf HomeWest Kelowna, BC, CanadaClient Care Representative (Full-Time) - Kelowna BC
Handyman Connection of KelownaKelowna, BC, CA- Promoted
Regional Director (Wholesaler) (Hybrid)
NATIONAL BANK OF CANADAKelowna, British ColumbiaBuilding Manager - Full Time
Tribe ManagementKelowna, BC, Canada- Promoted
Housekeeper Wanted - House Cleaner Needed 2x A Week
Housekeeper.comKelowna, British Columbia, CanadaKELOWNA – Full or Part-Time RMT Opportunity
The Core Centre of HealthKelowna, British ColumbiaKelowna Signing Bonus! Guaranteed Income! Full time or Part time caseload! Live and Work in Paradise! - Kelowna
NeuMovementPandosy Street Kelowna VY C BC CanadaFull Stack Developer
Envision FinancialKelowna, BC, Canada- Promoted
Elder Care Provider Wanted - Seeking Compassionate Elder Care Provider In Kelowna, Bc $25.00 Per Hour To Join Our Family Team!
ElderCare.comKelowna, British Columbia, Canada- Promoted
Remote Appointment Setter - 60k / Year
Spade RecruitingWest Kelowna, British ColumbiaIntermediate Software Developer
Interior Health AuthorityKelowna- Promoted
Wealth Associate (On-Site)
National BankKelowna, British ColumbiaFull Time Sales Associate BC
Appliance CanadaKelowna, BC, CAField Sales Representative (Part-Time/Full-Time) -Cities across BC
Kognitive Sales SolutionsKelowna, BC, CA- Windsor, ON (from $ 55,000 to $ 294,600 year)
- Windsor, NS (from $ 55,000 to $ 294,600 year)
- Cambridge, ON (from $ 124,180 to $ 189,639 year)
- St. Thomas, ON (from $ 105,000 to $ 163,149 year)
- Vernon, BC (from $ 134,227 to $ 163,040 year)
- The Pas, MB (from $ 81,250 to $ 160,603 year)
- Fredericton, NB (from $ 95,000 to $ 159,576 year)
- Port Moody, BC (from $ 72,500 to $ 159,068 year)
- Charlottetown, PE (from $ 62,625 to $ 158,875 year)
- Prince Albert, SK (from $ 80,625 to $ 158,365 year)
Popular searches
Wealth Associate (On-Site)
NATIONAL BANK OF CANADAKelowna, British Columbia- Full-time
- Part-time
- Permanent
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.
Your job:
- 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
- Produce portfolio management reports
- 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
- Excellent customer service skills
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Skills
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