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Reporting analyst Jobs in Kelowna, BC

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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

Human Resources Coordinator

Eldorado ResortKelowna, BC, CA
Permanent
Quick Apply

Our spectacular Eldorado Resort is situated right on the shores of Okanagan Lake in Kelowna.Eldorado Resort consists of Hotel Eldorado, Manteo Resort, and Eldorado Yacht Club, with world-class amen...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

Electrical Utilities Project Manager

Phasor Engineering IncKelowna, BC, CA
Full-time
Quick Apply

Our expertise allows us to be involved in a diverse range of projects from conceptual engineering through to commissioning and startup.Phasor is currently seeking a full-time.Substations team in ou...Show more

Construction Environmental Manager - PL#48599

Peter Lucas Project Management Inc.Kelowna, BC, CA
Full-time
Quick Apply

Peter Lucas Project Management invests in people, community, and cutting-edge technology to provide gold standard project delivery.We are currently looking for an Environmental Manager to join our ...Show more

Intermediate Forest Analyst

PRI ConsultantsKelowna, British Columbia, Canada
Full-time

We are looking for an enthusiastic and technically capable Intermediate Forest Analyst to join our team.Working alongside senior foresters, ecologists, GIS specialists, and project managers, you wi...Show more

Warehouse Worker / Material Handler

Gillfor DistributionKelowna, BC, Canada
Full-time
Quick Apply

Gillfor Distribution Kelowna has an additional vacancy for a Warehouse Worker / Material Handler.As part of our Lumber Yard team at our Kelowna Distribution Centre, you will work in a team environm...Show more

Commercial Analyst

Envision FinancialKelowna, BC, Canada
Full-time

We are currently seeking a Commercial Analyst to join our team.The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option t...Show more

Network Systems Analyst

Interior Health AuthorityKelowna
Full-time +1

Interior Health is looking for a Network Systems Analyst to join the team on a full time permanent basis from our Kelowna location.Employee & Family Assistance Program.Employer paid training/educat...Show more

Financial Manager

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

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

HR Generalist

The Sutherland Group of CompaniesWest Kelowna, British Columbia, Canada
Full-time

HR Generalist – Recruitment Focus.The HR Generalist, Recruitment plays a key role in attracting, hiring, and retaining talent to support operational excellence across the organization.This position...Show more

Administrative Assisting - Clinical Quality Team

Park Place Seniors LivingKelowna, BC, CA
Full-time
Quick Apply

Administrative Assistant – Quality Hybrid (Remote & In‑Office in Kelowna ideally) Park Place Seniors Living Make a meaningful difference in quality and resident safety – while enjoying the flexibil...Show more

Senior Project Manager

TalentSphereKelowna, BC, Canada
Full-time

Residential Multifamily & Commercial.Key Responsibilities as the Senior Project Manager:.Lead project planning, budgeting, scheduling, and execution.Manage contracts, subcontracts, change orders, a...Show more

Investment Advisor

Royal Bank of Canada>KELOWNA, 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

Senior Superintendent

CO_22 Nason Contracting Group Ltd.Kelowna, BC
Full-time +1

Senior SuperintendentIn support of upcoming projects, Bird Construction is reaching out to market to identify candidates interested in the Superintendent position.Reporting to the Field Operations ...Show more

Service Driver

Total Sanitation ServicesKelowna, BC, CA
Full-time
Quick Apply

Brand: Pit Stop Portables Job Description Location: Kelowna, BC About Our Company Total Sanitation Services is a route-based provider of portable sanitation rental equipment and related services.Th...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

Referral Relationship Manager

Ethos Veterinary HealthKelowna, BC, CA
Part-time
Quick Apply

JOB DESCRIPTION Position Title: Referral Relationship Manager Reports To: Referral Group Manager (Primary) and Hospital Director (Secondary) FLSA Status: Part-Time, Non-Exempt Schedule: ...Show more

Mobile Security Guard - Kelowna, B.C.

Commissionaires BCKelowna, BC, CA
Full-time
Quick Apply

Commissionaires BC is looking for a reliable, professional, and responsive Mobile Security Guard to service multiple client services.This roles requires the safe operations of a patrol vehicle, str...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!
Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal