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Proposal manager Jobs in Kelowna, BC

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Proposal manager • kelowna bc

Last updated: 1 day 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

Restaurant manager

TIM HORTONSKelowna, BC, Canada
Permanent

Heures de travail: 30 hours per week.No degree, certificate or diploma.Monitor revenues to determine labour cost.Plan and organize daily operations.Ensure health and safety regulations are followed...Show more

Restaurant Manager

Tim HortonsWestbank, BC
Full-time

Job applicants responding to this posting may be applying to a Tim Hortons® restaurant independently owned and operated by a franchisee and, if so, any hiring decisions will be made by the franchis...Show more

Project Manager

ServiceMaster Restore of Central & North OkanaganKelowna, BC, CA
Full-time

ServiceMaster of Central & Northern Okanagan provides emergency response, restoration, and construction services to the insurance industry, residential and commercial customers.We offer a wide rang...Show more

Territory Manager

BrandtKelowna, CA
Full-time

Brandt Tractor Ltd is currently seeking a Territory Manager for our Kelowna Construction and Forestry location.The Territory Manager – Construction and Forestry role is vital in the creation, foste...Show more

Property Manager

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

Our client, Davara Holdings Ltd.Kelowna, BC, is a dynamic and forward-thinking company specializing in real estate management and investment.With a keen focus on providing exceptional management se...Show more

General Manager

Adecco CanadaKelowna, British Columbia, Canada
Full-time +2
Quick Apply

Adecco is partnering with a well-established Canadian manufacturer and installer operator to hire a.This role requires a strong focus on sales growth, customer satisfaction, team leadership, and op...Show more

Station Manager

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

Plant Manager

Randstad CanadaKelowna, British Columbia, CA
Permanent
Quick Apply

We are looking for a dynamic Operations Leader to take the helm of a cutting-edge facility specializing in eco-friendly prefabricated building systems.This isn’t a traditional "box-moving" role; we...Show more

Inside Automation National Proposal Specialist

WestburneKelowna, BC, CA
Full-time

Westburne Electric is a leading distributor of electrical and automation solutions across Canada.Inside Automation Proposal Specialist.In this role, you will be responsible for promoting and suppor...Show more

Project Manager

TalentSphereKelowna, BC, Canada
Full-time

Residential Multifamily & Commercial.Key Responsibilities as the Project Manager:.Support project planning, budgeting, scheduling, and execution.Assist with managing contracts, subcontracts, and ch...Show more

Branch Manager

Royal Bank of Canada>KELOWNA, Canada
Full-time

As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients.Inside and outside the branch, you capitalize on emerging market o...Show more

Project Manager

ServiceMaster RestoreKelowna, BC, CA
Full-time

ServiceMaster of Central & Northern Okanagan provides emergency response, restoration, and construction services to the insurance industry, residential and commercial customers.We offer a wide rang...Show more

Account Manager

Gillfor DistributionKelowna, BC, Canada
Full-time
Quick Apply

Gillfor Distribution is seeking a new full-time position, highly motivated, and experienced.The Gillfor Outside Account Manager is accountable for driving results for the distribution center by cre...Show more

Project Manager

CO_6 Bird Construction Group LPKelowna, BC
Full-time

The greatest achievements in history are borne from the greatness within people – where human potential meets vision, and passion fuels evolution.Unlocking this potential is the most important thin...Show more

Breakfast Cook - Kelowna Airport

SSPKelowna, Brit, Canada
Full-time

Medical, Dental, Prescription, and Vision Plans for Full-Time Employees.Our restaurant portfolio in the Kelowna International Airport includes: White Spot, Subway, Tim Hortons, and retail stores.Th...Show more

 • Promoted

Project Manager

fortisBCKelowna, BC, CA
Full-time

Affiliation: Management & Exempt.Employment Status: Full-Time Temporary.Short-term Incentive Eligible: No .Posting End Date: Open until filled .As the province’s largest energy provider with more t...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

Estimating Manager

The Sutherland Group of CompaniesKelowna, British Columbia, Canada
Full-time

We are currently seeking an Estimating Manager to join our growing Sutherland Group team, based in West Kelowna, British Columbia.The Manager, Estimating leads the estimating function, overseeing t...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