Talent.com
NATIONAL BANK OF CANADA
Wealth Associate (On-Site)NATIONAL BANK OF CANADA • Kelowna, British Columbia
Wealth Associate (On-Site)

Wealth Associate (On-Site)

NATIONAL BANK OF CANADA • Kelowna, 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

Press space or enter keys to toggle section visibility

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
Create a job alert for this search

Wealth Associate (On-Site) • Kelowna, British Columbia

Similar jobs

Complete Online Surveys For Cash (Up to $25/per)

Earn HausVernon, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - Turing

Turingkelowna, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Resource Mobilization and Fundraising Advisor

Cuso InternationalKelowna, British Columbia
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.Our partner, the Tanzania Health Forum Initiative (THFI), is seeking a dedicated and highly ... Show more

 • Promoted

Bilingual Customer Engagement Associate - kelowna

BET99kelowna, bc, ca
Full-time

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Show more

 • Promoted

Associate Wealth Advisor - Kelowna

TechAlliance of Southwestern Ontario, London Economic Development CorporationKelowna, Regional District of Central Okanagan, CA
Full-time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms.We are a diverse group of people all driven towards one goal: helping our advisors build a better bu... Show more

 • Promoted

Stay-at-Home Moms 21–39: Become a Paid Surrogate (Prior Birth Required Paid $50K-$85K)

Surrogacy4AllArmstrong
Full-time +1

Are you a compassionate woman who’s had a healthy pregnancy and wants to help others experience the joy of parenthood?.Surrogacy4All helps Canadian women become .Full emotional, legal, and medical ... Show more

 • Promoted

Bilingual Implementation Associate - Remote - kelowna

Employment Herokelowna, bc, ca
Remote
Full-time

Employment Hero a pour mission de simplifier et de valoriser l’emploi pour tous.Notre système d’exploitation de gestion de l’emploi réunit le recrutement, les RH, la paie et les avantages sociaux d... Show more

 • Promoted

Associate Wealth Advisor - Kelowna

Canada LifeKelowna, Regional District of Central Okanagan, CA
Full-time +1

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms.We are a diverse group of people all driven towards one goal: helping our advisors build a better bu... Show more

 • Promoted

Sitter Wanted - Reliable Sitter Needed In Vernon, Bc Earn $20 Per Hour Caring For Children In A

Sitter.comVernon, British Columbia, Canada
CA$20.00 hourly
Full-time

Hello, we are traveling to Vernon for a wedding at Predator Ridge Resort on July 31 and are looking for a reliable, caring sitter for our two girls (ages 1 and 4) for the evening.Care will take p... Show more

 • Promoted

Housekeeper Wanted - Join Our Team: Housekeeper Wanted In Vernon, Bc $30.00 Per Hour For A

Housekeeper.comVernon, British Columbia, Canada
CA$30.00 hourly
Full-time

I am a homeowner in Vernon, British Columbia, looking to hire a reliable housekeeper to help keep my home in excellent condition.The ideal candidate will be responsible for cleaning the bathroom, i... Show more

 • Promoted

Wealth Associate

Banque Nationale du CanadaKelowna, Regional District of Central Okanagan, CA
Full-time

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

Nanny Wanted - Looking For A Reliable Nanny In Vernon, Bc $28/Hour

CanadianNanny.caVernon, British Columbia, Canada
CA$28.00 hourly
Part-time

Hello there! Our family in Vernon, British Columbia is seeking a reliable and caring nanny to look after our infant.We are offering both live-in and live-out options, as well as part-time hours.Alo... Show more

 • Promoted

Jewelry Sales Associate — On-Site, Full-Time Kelowna

Ajay jewellersKelowna, Regional District of Central Okanagan, CA
Full-time

A local jewelry retailer in Kelowna is looking for a Sales Associate to join their team on a full-time basis.The role involves customer service, cash handling, and assisting with sales transactions... Show more

 • Promoted

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

Organizational Development Specialist (Monitoring & Evaluation)

Cuso InternationalKelowna, British Columbia
Permanent

This Volunteer Placement is Located in:.Open to Canadian Citizens and Permanent Residents of Canada only.This placement offers a unique opportunity to collaborate with our partner, the Private Sect... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - kelowna

Turingkelowna, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Bilingual Implementation Associate - Remote - Employment Hero

Employment Herokelowna, bc, ca
Remote
Full-time

Employment Hero a pour mission de simplifier et de valoriser l’emploi pour tous.Notre système d’exploitation de gestion de l’emploi réunit le recrutement, les RH, la paie et les avantages sociaux d... Show more

 • Promoted

Senior HR Advisor - Citation Canada

Citation Canadakelowna, bc, ca
Full-time

Remote or Hybrid- Minimum 3 days a week in Office (London, Ontario).Starting our journey as HRdownloads in 2008, we are proud to be part of the Citation Group, whose mission is to provide mission-c... Show more