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Operations associate Jobs in Kelowna, BC

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Operations associate • kelowna bc

Last updated: 6 hours 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

Manager, Laboratory Operations

Recruiting In MotionKelowna, BC
Full-time

Manager, Laboratory Operations.Group Health Benefits, 4% RRSP Matching, 8 sick days & 2 float days, 2 weeks vacation.Kelowna, BC (Applicants considering relocation are encouraged to apply; eligibil...Show more

Associate

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

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We are proud of our collaborative, supportive culture that enables succe...Show more

Fulfillment Associate

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

Our client, Louenhide North America, is a handbag and accessory wholesale and retail distributor located in beautiful Kelowna, BC.As a company experiencing significant growth and launching into new...Show more

 • New!

Sales Associate

Foot LockerKelowna, BC, CA
Part-time

You recognize yourself when you enter one of our stores.You love to talk about athletic sneakers and apparel as much as you love to collect them.You always scope out the latest styles, and enjoy sh...Show more

Sales Associate

StructubeKelowna, British Columbia, Canada
Full-time

What your day to day will look like:.Advise customers by promoting our furniture and accessories;.Ensure after-sales follow-up in order to track deliveries and answer customer questions;.Participat...Show more

Senior Operations Specialist

Envision FinancialKelowna, BC, Canada
Full-time

We are currently seeking a Senior Operations Specialist to join our team.The Senior Operations Specialist is responsible for ensuring all work is aligned with strategic priorities for all business ...Show more

Finance Operations Specialist

Envision FinancialKelowna, BC, Canada
Temporary

We are currently seeking a Finance Operations Specialist to join our team for a 12-month temporary contract.The Finance Operations Specialist supports Finance leaders, primarily the VP Financial Pl...Show more

Warehouse Associate

ManpowerWest Kelowna, BC, Canada
Full-time

Our client, a leading logistics provider, is seeking a On call Warehouse Associate to join their team.As a Warehouse Associate, you will be part of the operations team supporting efficient freight ...Show more

 • Promoted • New!

Sales Associate

Genuine Canadian CorporationKelowna, BC
Part-time

If you are a CURRENT Carter’s employee, do not apply via this external application.Search "Browse Jobs" in Workday to apply internally.As a Sales Associate, you will be the first face of the brand ...Show more

Operations Supervisor, Logistics

FortisBCKelowna, BC, CA
Full-time

Affiliation: Management & Exempt.Employment Status: Full-Time Regular.Expected Hiring Range: $102,600.Short-term Incentive Eligible: Yes.Posting End Date: Open until filled.As the province’s larges...Show more

Associate

Royal Bank of Canada>KELOWNA, Canada
Full-time

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.We are proud of our collaborative, supportive culture that enables succe...Show more

Sales Associate

EssilorLuxottica GroupKelowna, BC, CA
Full-time

Benefits/Incentive Information.At Sunglass Hut, we're always in the sun.You’ll find a dynamic space with endless possibilities to grow your career.We are a culture that wants to see you succeed, de...Show more

 • New!

Operations Lead Hand

BigSteelBoxKelowna, BC
Full-time

We are seeking a skilled and dependable.This is a full-time, hands-on role working Tuesday to Saturday, 8:00 a.At BigSteelBox, we offer more than just a job — we offer a career.Our team members enj...Show more

Wealth Operations Administrator

Envision FinancialKelowna, BC, Canada
Full-time

We are currently seeking a Wealth Operations Administrator to join our team.The Wealth Operations Administrator provides administrative and operational support to the Mutual Fund sales teams, branc...Show more

Operations Lead - Full Time

SephoraKelowna, Canada
Full-time +1

Harvey Avenue, Kelowna, BC V1Y 6H2, Canada (CA).This position is for an existing, open vacancy.Operations related aspects of a specific Sephora store location.This includes direct management of all...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

Manager | P3 Operations

Interior Health AuthorityKelowna
Full-time +1

Interior Health is hiring a permanent full time Manager, P3 Operations at the Community Health Services Centre in Kelowna B.Employee & Family Assistance Program.Employer paid training/education opp...Show more

Transmission Operations Engineer

fortisBCKelowna, BC, CA
Full-time

Affiliation: Management & Exempt.Employment Status: Full-Time Regular.Expected Hiring Range: $102,000.Short-term Incentive Eligible: Yes.Posting End Date: Open until filled.As the province’s larges...Show more

People also ask
Wealth Associate (On-Site)

Wealth Associate (On-Site)

NATIONAL BANK OF CANADAKelowna, British Columbia
29 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!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal