Kelowna, Bc Wealth manager Jobs – 7 Openings This Week

Coordinator, Region Office Operations, Kelowna, BC
IG Wealth Management —Kelowna, BC
- $47,500–$61,500 a year
- Hybrid work
- Microsoft Office
- Administrative experience
- Front desk
- Disability insurance
- Dental care
Developing Investment Advisor (Kelowna)
TD Bank —Kelowna, BC
- $50,000–$100,000 a year
- Full-time
- Finance
- Business development
- Bachelor's
- Paid time off
Wealth Advisor
Nicola Wealth —Kelowna, BC
- Hybrid work
- Finance
- Business development
- Mentoring
Quick apply
Branch Administrator
National Bank of Canada —Kelowna, BC
- Full-time
- Microsoft Outlook
- English
- Administrative experience
- Wellness program
- Employee assistance program
Financial Advisor Assistant
Raymond James Financial, Inc. —Kelowna, BC
- $45,000–$55,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Organizational skills
- Employee stock purchase plan
- Tuition reimbursement
Auto Mobile Advisor
HUB International —Kelowna, BC
- $45,000–$55,000 a year
- Weekends as needed
- Up to 50% travel
- Customer service
- Business development
- Mileage reimbursement
- Disability insurance

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Coordinator, Region Office Operations, Kelowna, BC

IG Wealth Management -
Kelowna, BC

Apply Now

Job details

$47,500–$61,500 a year

Qualifications

Post-secondary education
Administrative support experience
Microsoft Office
Administrative experience
Client services
IT support
Customer service orientation
Front desk
Financial services
Business
Communication skills
Client interaction

Full job description

Location: Kelowna, BC

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

With a vision to inspire financial confidence, IG Wealth Management is recognized as one of Manitoba’s Top Employers, Canada’s Top 100 Employers, and Best Diversity Employers, aiming to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.

POSITION SUMMARY: The Coordinator, Region Office Operations serves as the primary point of contact, delivering services to both internal and external clients of IG Wealth Management. This role involves welcoming clients at reception, addressing inquiries related to key business transactions, and handling general administrative and facility support tasks.

RESPONSIBILITIES:

Reception Duties: Welcoming clients and office members, managing incoming calls, and overseeing supply inventory.
Mail and Courier Management: Handling receipt, preparation, and distribution of mail and couriers.
Meeting Room and Facilities Support: Arranging meeting rooms, setting up technology, maintaining office equipment, and conducting regular facilities reviews.
Advisor Network Support: Providing guidance on policies, procedures, and resources, including training on digital tools.
Onboarding and Training: Assisting with onboarding new members, system training, form information, office procedures, escalation support, and general inquiries.
Administrative Support: Offering additional administrative assistance to the Manager, Region Office Operations as needed.

If you are a proactive individual with excellent communication skills and a knack for multitasking, we would love to hear from you!

QUALIFICATIONS:

Minimum 2 years of administrative and reception experience preferably in the Financial Services industry
Post-secondary education in a business discipline is an asset
Demonstrated strengths in:
Client service orientation – Understanding and addressing the needs and perspectives of internal and external clients
Accountability - Results oriented, takes ownership and delivers on commitments
Communication – Clear, concise, tactful, listens actively and objectively, open and consistent communication
Critical Thinking – ability to effectively problem solve and communicate solutions
Teamwork – Works collaboratively with others to achieve common goals, while adding value to the team
Ability to organize and prioritize multiple tasks with discretion under tight deadlines
Strong Business/Technical skills – including proficiency in Microsoft Office 365, MFDs and TEAMS technology support
Agile learner with a desire for continuous improvement and development is an asset

The expected annual base salary range for this role is $47,500 - $61,500, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.

Benefits:

COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people.

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.

Please apply before August 24, 2026.

#LI-KN1

Apply Now

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wealth manager jobs in kelowna, bc

Coordinator, Region Office Operations, Kelowna, BC

Developing Investment Advisor (Kelowna)

Wealth Advisor

Branch Administrator

Financial Advisor Assistant

Auto Mobile Advisor

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