West Kelowna, Bc Client advisor Jobs – 53 Openings This Week

Noble Pannu Wealth Management - Associate Advisor
WSN Western Construction —Kelowna, BC
- From $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- In-person
Quick apply
12h
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —West Kelowna, BC
- $35,000–$50,000 a year
- Full-time
- Sales
- English
- Business development
- Profit sharing
3d
Accountant, Assurance and Accounting - January 2027
MNP —Kelowna, BC
- $45,500–$58,000 a year
- Customer service
- Finance
- Bachelor's
Accountant, Assurance and Accounting - September 2027
MNP —Kelowna, BC
- $45,500–$58,000 a year
- Customer service
- Finance
- Bachelor's
Bookkeeper, ease Cloud Accounting Technician
MNP —Kelowna, BC
- $45,000–$52,000 a year
- Sales
- Accounting
- Business
Client Associate, Commercial Insurance
Navacord —Kelowna, BC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Financial services
Quick apply
11d
Associate Insurance Advisor III (Kelowna, BC)
Co-operators General Insurance Company —Kelowna, BC
- $45,253–$75,421 a year
- Sales
- English
- Communication skills
Quick apply
Wealth Planning Assistant (Hybrid) - 18 Month Term
Prospera Credit Union —Kelowna, BC
- $26.53–$29.48 an hour
- Financial services
- Communication skills
- Paid time off
Quick apply
11d
Private Client, New Business Account Manager
HUB International —Kelowna, BC
- $75,000–$90,000 a year
- Full-time
- Sales
- Travel
- Communication skills
- Disability insurance
- Paid time off
14d
Freelance Sales Advisor (Demo) !
BENEFIT COSMETICS SERVICES —Kelowna, BC
- $18.36–$19.75 an hour
- Temporary
- Sales
- Retail sales
Quick apply
Wealth Advisor
ATB Financial —Kelowna, BC
- Hybrid work
- Sales
- Bachelor's
- Financial services
11d
Insurance Advisor, Dealer Auto Services
Westland Insurance Ltd. —Kelowna, BC
- $21.80–$27.25 an hour
- Full-time
- Sales
- Customer service
Quick apply
Assoc Insurance Advisor II
Co-operators General Insurance Company —Okanagan, BC
- $43,550–$72,583 a year
- Sales
- English
- Communication skills
Quick apply
Manager, Assurance and Accounting
MNP —Kelowna, BC
- $80,000–$102,000 a year
- Management
- Quality Control
- Accounting
Senior Sales Advisor, Commercial Insurance
Navacord —Kelowna, BC
- Full-time
- Sales
- Customer service
- Microsoft Office
Quick apply
Wealth Advisor
Nicola Wealth —Kelowna, BC
- Hybrid work
- Finance
Quick apply
Senior Accountant, Tax
MNP LLP —Kelowna, BC
- $69,500–$85,500 a year
- Finance
- Bachelor's
- Accounting
Senior Accountant [Audit]
Doane Grant Thornton —Kelowna, BC
- $59,000–$79,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
- Profit sharing
Client Manager, Commercial Insurance
Navacord —Kelowna, BC
- Full-time
- Customer service
- Microsoft Office
Quick apply
Manager, Tax
MNP —Kelowna, BC
- $90,000–$108,000 a year
- Quality Control
- Accounting
- Leadership

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Noble Pannu Wealth Management - Associate Advisor

WSN Western Construction
Kelowna, BC

Quick apply

Job details

Full-time
From $75,000 a year
12 hours ago

Qualifications

Microsoft Excel
Microsoft Office
CFP
CSC
Chartered Financial Analyst
Communication skills

Full job description

NOBLE PANNU WEALTH MANAGEMENT

Associate Investment Advisor

Kelowna, B.C. | Full-Time | Starting at $75,000 + Bonus & Benefits

Noble Pannu Wealth Management is a Kelowna-based wealth management firm that is growing. At the heart of Noble Pannu Wealth Management is the belief that our clients deserve the best — and the same goes for our people. As an Associate Investment Advisor, you will help our clients realize their financial goals as part of a growing team that believes in challenging, developing, and supporting their people.

The Noble Pannu team is a group of dedicated people driven to deliver exceptional client service in a fast-paced work environment. We take pride in our work and pride ourselves as trusted advisors to our clients. As we grow, we need talented, dynamic, highly motivated individuals who embody our culture and values.

Position Overview

Reporting to the business owner(s), the Associate Investment Advisor is focused on providing our clients with financial planning and investment management advice.

Core Responsibilities

Providing first-class financial planning and strategic wealth management services to our clients.
Driving growth with existing clients and helping the practice grow by assisting the Advisors in attracting new clients.
Overseeing investment portfolio reviews along with insurance needs analysis.
Managing day-to-day client requests and partnering with the client services team to execute and deliver on our clients' needs.
Leading the annual financial planning process, including IPS and IPQ meetings.
Delivering a high level of end-to-end personalized client service with rapid resolution of queries.
Continuously engaging in ongoing learning and development to improve skills and knowledge.

Key Attributes

Ability to work in a dynamic, fast-paced, deadline-driven environment.
Ability to focus on complex tasks for long periods of time with competing priorities and deadlines.
Ability to maintain professionalism and collaboration under pressure.

Skills & Qualifications

Minimum of five years' related work experience, preferably in a financial planning firm with exposure to both insurance and investment planning.
Completion of, or progress toward, the following is considered an asset: full IIROC licensing; CFP®, QAFP®, or PFP®; CIM or CFA Level 1; CSC.
Experience with financial planning systems and the Microsoft Office suite.
Strong Excel knowledge.
Excellent written and verbal communication skills.
Comfortable working with numbers, with an analytical mindset.
Exceptional interpersonal and relationship management skills to build trust with clients and colleagues.
Responds well in an ever-changing work environment.

Compensation

A strong compensation package is available for the right person, starting at $75,000, plus bonus based on achieving performance goals and a generous health & benefits plan.

While we thank you in advance for your interest and application, please be advised that we will only be responding to candidates selected for further consideration.

Pay: From $75,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in west kelowna, bc

Noble Pannu Wealth Management - Associate Advisor

Insurance Advisor Life, Health & Wealth

Accountant, Assurance and Accounting - January 2027

Accountant, Assurance and Accounting - September 2027

Bookkeeper, ease Cloud Accounting Technician

Client Associate, Commercial Insurance

Associate Insurance Advisor III (Kelowna, BC)

Wealth Planning Assistant (Hybrid) - 18 Month Term

Private Client, New Business Account Manager

Freelance Sales Advisor (Demo) !

Wealth Advisor

Insurance Advisor, Dealer Auto Services

Assoc Insurance Advisor II

Manager, Assurance and Accounting

Senior Sales Advisor, Commercial Insurance

Wealth Advisor

Senior Accountant, Tax

Senior Accountant [Audit]

Client Manager, Commercial Insurance

Manager, Tax

I want to receive the latest job alerts for client advisor in west kelowna, bc

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