Attendance

On-Site

Job number

34132

Category

Support

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full time

Posting date

17-Jul-2026

Area(s) of interest: Wealth management

Location(s): Kelowna

A career as a Branch Administrator & Associate in the Wealth Management team at National Bank Financial gives you the opportunity to play a key role in both client service and branch operations. In this hybrid position, you will work in synergy with clients, wealth advisors, colleagues, and regional partners to support an exceptional client experience while helping ensure the smooth day-to-day functioning of the branch.

You will contribute to the success of advisor teams by providing high-quality administrative, operational, and client service support. Your ability to manage priorities, communicate effectively, follow procedures, and support compliance and risk management practices will have a positive impact on both clients and colleagues.

Your role :

• Provide superior customer service to clients in person, by phone, and by email, while ensuring effective communication between clients, advisors, branch employees, and various collaborators.
• Support wealth advisors by preparing client meetings, coordinating advisor calendars, scheduling appointments, and analyzing client accounts for activities related to business development.
• Open and update client files, carry out transactions related to investment accounts, and ensure that all work is completed diligently and accurately.
• Ensure adherence to compliance and risk management rules, including performing rigorous follow-ups as recommended by Internal Audit and Compliance.
• Support day-to-day branch operations related to financial transactions and act as a first point of escalation for client-related, operational, and logistical matters.
• Disseminate administrative procedures and policies to branch employees, helping ensure understanding, consistency,
  
  
  
  and compliance while contributing to ongoing process and operational improvements.
• Assist with branch HR administration, including supporting performance evaluation processes and recruitment activities, where applicable.
• Help maintain branch premises, support a quality work environment, and monitor branch activity-related budgets.
• Demonstrate leadership that encourages positive morale and culture within the branch, while supporting the branch’s presence and brand within the community.
• Provide administrative support to Regional Managers and branch leadership on a variety of tasks and initiatives.

Your team:

National Bank Financial – Wealth Management is one of Canada’s leading investment brokerage firms, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.

As part of the branch team, you will collaborate closely with wealth advisors, associates, branch employees, and regional management. Collaboration, partnership, professionalism, and sound judgment will be key to your success in this hybrid role.

Prerequisites :

• College, technical diploma, or bachelor’s degree in a related field.
• Minimum of 1 to 3 years of relevant experience in banking operations, customer service, administration, or a related field.
• Administrative support experience.
• Experience in the investment industry is considered an asset.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is considered an asset.
• Strong knowledge of Microsoft Office, including Word, Excel, Outlook, and the Microsoft Office suite.
• Excellent organizational and priority management skills.
• Excellent interpersonal, verbal,
  
  
  
  and written communication skills.

Languages:

English

Skills

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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!