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Last updated: 12 days ago

Wealth Associate (On-Site)

NATIONAL BANK OF CANADAKelowna, British Columbia
Full-time +2

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 ...Show more

 • Promoted

Food & Beverage Supervisor

Marriott InternationalKelowna, British Columbia, Canada
Full-time

Ensure staff is working together as a team to ensure optimum service and that guest needs are met.Inspect grooming and attire of staff, and rectify any deficiencies.Complete opening and closing dut...Show more

Cleaner - Overnights

Dexterra GroupKelowna, BC, CA
Full-time

At Dexterra, we create exceptional customer experiences that make our clients shine.Powered by passionate people, we bring the right teams with the right skills together to turn problems into solut...Show more

Remote Senior C Engineer - AI Trainer

SuperAnnotateWest Kelowna, British Columbia, CA
Remote
Full-time

As a Senior C Engineer, you will work remotely on an hourly paid basis to review AI-generated C code, low-level systems designs, and technical explanations, as well as generate high-quality referen...Show more

Remote Speech-to-Speech English Voice AI Tester - AI Trainer

SuperAnnotateOkanagan, British Columbia, CA
Remote
Full-time

This is a remote, hourly-paid contractor role where you will interact with a speech-based AI model through short, natural conversations and then evaluate the model’s performance.You’ll speak to the...Show more

Senior Architectural Technologist

StantecKelowna, BC
Full-time

Our Buildings practice keeps people at its heart, recognizing that our shared journey forward is shaped by the meaningful and responsive places we design.From iconic designs to monumental groundbre...Show more

Lead Hand

Intelcom - DragonflyCanada, British Columbia, Kelowna
Full-time

With more than 100 sorting stations and operations across three continents,.Canada’s leader in last-mile logistics.Your Role: At the Heart of the Chain.Ensure compliance with Health & Safety protoc...Show more

Digital Construction Coordinator

CO_6 Bird Construction Group LPKelowna
Full-time

Digital Construction CoordinatorReporting to the Digital Construction Manager, the Digital Construction Coordinator will be responsible to oversee on-site Virtual Design and Construction (VDC)/Buil...Show more

GSE Technician

Executive AviationKelowna, BC, CA
Full-time
Quick Apply

Do you love working on vehicles or GSE?.What about working around airplanes? Well, Executive Aviation is looking for a full-time GSE Mechanic to work on our Ground Service Equipment, based at the K...Show more

Remote Senior C++ Engineer - AI Trainer

SuperAnnotateWest Kelowna, British Columbia, CA
Remote
Full-time

As a Senior C++ Engineer, you will work remotely on an hourly paid basis to review AI-generated C++ code, systems designs, and technical explanations, as well as generate high-quality reference imp...Show more

Remote R Engineer - AI Trainer

SuperAnnotateKelowna, British Columbia, CA
Remote
Full-time

As a remote, hourly paid R Engineer, you will review AI-generated responses and generate high-quality R and data-analysis-focused content, evaluating the reasoning quality and step-by-step problem-...Show more

Remote Senior C++ Engineer - AI Trainer

SuperAnnotateKelowna, British Columbia, CA
Remote
Full-time

As a Senior C++ Engineer, you will work remotely on an hourly paid basis to review AI-generated C++ code, systems designs, and technical explanations, as well as generate high-quality reference imp...Show more

Remote Senior Finance Specialist - AI Trainer

SuperAnnotateWest Kelowna, British Columbia, CA
Remote
Full-time

In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show more

Remote Senior Java Engineer - AI Trainer

SuperAnnotateWest Kelowna, British Columbia, CA
Remote
Full-time

As a Senior Java Engineer, you will work remotely on an hourly paid basis to review AI-generated Java code, architectural solutions, and technical explanations, as well as generate high-quality ref...Show more

Remote Senior Java Engineer - AI Trainer

SuperAnnotateOkanagan, British Columbia, CA
Remote
Full-time

As a Senior Java Engineer, you will work remotely on an hourly paid basis to review AI-generated Java code, architectural solutions, and technical explanations, as well as generate high-quality ref...Show more

Remote Legal Expert - AI Trainer

SuperAnnotateKelowna, British Columbia, CA
Remote
Full-time

In this hourly, remote contractor role, you will review AI-generated legal analyses and/or generate expert legal content, evaluating reasoning quality and step-by-step issue-spotting while providin...Show more

Wealth Associate (On-Site)

National BankKelowna, British Columbia
Full-time +2

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 ...Show more

 • Promoted

Natasha looking for a babysitter or nanny in Kelowna

SitlyKelowna, CA
Part-time

Needing an extra hand between 2:00 pm and 4:30 pm Mon to Fri until the end of the school year (June 2026 - about 8 to 9 weeks) for our six year old.Please message us if you are available to pick th...Show more

Remote Mechanical Engineer - AI Trainer

SuperAnnotateKelowna, British Columbia, CA
Remote
Full-time

In this hourly, remote contractor role, you will review AI-generated engineering solutions and/or generate expert Mechanical Engineering content, evaluating reasoning quality and step-by-step probl...Show more

People also ask
Wealth Associate (On-Site)

Wealth Associate (On-Site)

NATIONAL BANK OF CANADAKelowna, British Columbia
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance
On-Site
Job number
32186
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
01-Apr-2026
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 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

#INDGP

Languages:
English

Skills

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative
Your benefits
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 such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
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