Kelowna, Bc Treasury manager Jobs – 3 Openings This Week

Banking advisor
National Bank of Canada —Kelowna, BC
- $55,200–$66,900 a year
- Full-time
- English
- Analysis skills
- Wellness program
- Employee assistance program
Director, Capital Planning and Development
University of British Columbia —Okanagan, BC
- $12,056.75–$18,813.42 a month
- Full-time
- Engineering
- Windows
- Master's degree
Director, Capital Planning and Development
UBC Faculty of Forestry —Kelowna, BC
- $12,056.75–$18,813.42 a month
- Full-time
- Engineering
- Windows
- Master's degree

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treasury manager jobs near kelowna, bc

Banking advisor

National Bank of Canada -
Kelowna, BC

Apply Now

Job details

Full-time
$55,200–$66,900 a year

Qualifications

English
DEC
Analysis skills
College diploma

Full job description

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

Youtube Video

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients.

This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your responsibilities, particularly by performing mutual fund transactions.

Your job

Listen to clients’ needs and resolve complex situations.
Give advice and offer appropriate solutions for Personal and Small Business clients to meet their transaction, investment, personal financing, made-to-measure insurance and estate planning needs.
Support your clients through the mortgage renewal or renegotiation process.
Ensure client satisfaction and engagement.
Refer your clients to your specialist colleagues for their specific needs.
Ensure adherence to compliance and risk management rules.

Your team

The branch is open one evening a week. A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts specializing in investment, mortgage financing, and other areas.

Our team values passionate people and bold ideas. We work together to ensure our clients reach their goals and colleagues do what they love. We rely on our colleagues to share knowledge and help each other.

After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another region or branch. We offer many career opportunities and encourage internal mobility.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

Hold a college diploma (DEC) or equivalent
Hold a mutual fund representative (MFR) licence- minimum 2 years experience
Advisory service experience, inclusive attitude and openness to diversity

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!

Additional required languages: English

Skills: Brand Ambassadorship, Client Education, Driving Results, Finance, Funding, Information Analysis, Insurance, Investments, Mortgage Lending, Personal Banking, Proposal Generation, Readiness, Retirement Planning, Small Business, Taxations, Teamwork, Treasury

Apply Now

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treasury manager jobs in kelowna, bc

Banking advisor

Director, Capital Planning and Development

Director, Capital Planning and Development

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