Kelowna, Bc Wealth management advisor Jobs – 13 Openings This Week

Mortgage Specialist - BC Interior & Okanagan Region
Scotiabank —Kelowna, BC
- Sales
- Communication skills
- Negotiation
- Dental care
Financial Advisor, Regional Opportunities - Interior, Southeast BC
Scotiabank —Kelowna, BC
6d
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —British Columbia
- Sales
- Communication skills
- Negotiation
- Dental care
Financial Advisor - Kelowna CBC & Main, BC
Scotiabank —Kelowna, BC
- Sales
2d
Developing Investment Advisor (Kelowna)
TD Bank —Kelowna, BC
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Senior Financial Planner
Raymond James Financial, Inc. —Kelowna, BC
- $115,000–$125,000 a year
- Full-time
- Microsoft Office
- Finance
- Presentation skills
- Employee stock purchase plan
- Tuition reimbursement
Client Care Coordinator
Safe Harbour Financial Solutions Inc. —Kelowna, BC
- $45,000–$60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Administrative Assistant
Raymond James Financial, Inc. —Kelowna, BC
- $50,000–$55,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee stock purchase plan
- Tuition reimbursement
Receptionist / Branch Assistant
Raymond James Financial, Inc. —Kelowna, BC
- $45,000–$50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee stock purchase plan
- Tuition reimbursement
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
1d

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Financial Advisor, Regional Opportunities - Interior, Southeast BC
Scotiabank —Kelowna, BC
During this time, advisors will gain valuable exposure to different branch environments while building strong relationships across the market.
6d
Architectural Sheet Metal Supervisor
Nielsen Roofing & Sheet Metal LTD —Penticton, BC
Valid driver's license and reliable transportation. Journeyperson Sheet Metal Worker certification (or equivalent BC credentials — actively ticketed apprentices…
$40–$55 an hour
Quick apply
9d

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Insurance Account Manager, Personal Lines
NFP Corp —Uxbridge, ON
*RIBO License (Registered Insurance Brokers of Ontario) in good standing required, *AB Gen 1 or another provincial license an asset.
$55,000–$70,000 a year
Quick apply
Financial Services Professional LLQP (ON and AB Only)
Balanced Financial Solutions —Ontario
LLQP License (or willingness to obtain one through our licensing support program). Sales aptitude and business development ability.
$47,572.22–$150,514.27 a year
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Mortgage Specialist - BC Interior & Okanagan Region

Scotiabank -
Kelowna, BC

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Job details

Qualifications

Sales
Communication skills
Negotiation

Full job description

Requisition ID: 259192

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture.

Job Purpose:

We are currently seeking a passionate and results-driven Home Financing Advisor (HFA) to join our team. In this role, you will have the opportunity to leverage your expertise in banking, influencing, trust development, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales. With a commission-based compensation structure and the flexibility of a mobile role, this position is ideal for individuals who are entrepreneurial, enthusiastic about making a positive impact and thrive in a results-driven environment.

Key Responsibilities:

Build lasting relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals.
Utilize your banking expertise and communication skills to provide tailored mortgage advice that align with clients' financial goals and objectives.
Focus on building trust by delivering transparent and honest advice, building rapport, and maintaining open communication throughout the mortgage process.
Prioritize client experience by understanding client needs, delivering personalized service, and ensuring a seamless mortgage application process.
Collaborate with internal teams, including underwriters, to facilitate timely mortgage approvals and closings while adhering to regulatory requirements.
Remain mobile to be accessible and accommodate clients’ preferences.
Stay informed about market trends, mortgage products, and industry regulations to provide informed advice and maintain a competitive edge in the market.

Qualifications:

Minimum of 3 years of proven success in the mortgage industry, or a related field.
Strong commitment to trust development, client experience, and delivering exceptional service.
Excellent communication, negotiation, and interpersonal skills, with the ability to influence and build rapport with clients and stakeholders.
Entrepreneurial mindset with a drive to succeed in a commission-based sales environment.

What’s in it for you?

Fully commission-based compensation structure with unlimited earning potential.
Comprehensive benefits package, including health, dental, and retirement savings plans.
Access to our Key Realtor Partners Program enabling you to build lasting relationships with your referral sources.
Market leading dedicated underwriting model gives you one-on-one access to your own underwriter.
Competitive advantage with our industry leading Scotia Total Equity Program allowing you to provide clients with holistic financial advice.
Bespoke programs designed for the unique needs of key client segments.
Leverage the full Retail Bank and anchor clients through the Scotia Mortgage+ Program and Scene+ loyalty offerings.
Ability to build your own support team once you surpass a minimum sales threshold.
Ongoing training and professional development opportunities.
Flexible work arrangements, including remote work options.
Be part of a high performing team, committed to creating and fostering a diverse and inclusive team culture.

How to apply:

If you are passionate about banking, relationship building, trust development, and client experience, and possess the qualifications outlined above, we invite you to apply for the Mortgage Specialist position at Scotiabank. Please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for this role.

#HFA26

Location(s): Canada : British Columbia : Kelowna || Canada : British Columbia : Abbotsford || Canada : British Columbia : Chilliwack || Canada : British Columbia : Hope || Canada : British Columbia : Kamloops || Canada : British Columbia : Langley || Canada : British Columbia : Mission || Canada : British Columbia : Penticton || Canada : British Columbia : Prince George || Canada : British Columbia : Vernon

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Apply Now

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wealth management advisor jobs in kelowna, bc

Mortgage Specialist - BC Interior & Okanagan Region

Financial Advisor, Regional Opportunities - Interior, Southeast BC

Mortgage Specialist - Whitehorse, Yukon

Financial Advisor - Kelowna CBC & Main, BC

Developing Investment Advisor (Kelowna)

Senior Financial Planner

Client Care Coordinator

Administrative Assistant

Receptionist / Branch Assistant

Private Client, New Business Account Manager

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