Bank branches in Kelowna with certified financial planners
List of bank branches with certified financial planners in Kelowna
Searching for bank branches with certified financial planners in Kelowna? We’ve mapped out all locations offering these specific services, including extended hours and specialized equipment to help you manage your banking needs efficiently.
1
Inst. No: 001
Transit: 27380
+1 250-861-1651
Monday: 09:30-17:00 | Tuesday: 09:30-17:00 | Wednesday: 09:30-17:00 | Thursday: 09:30-17:00 | Friday: 09:30-18:00 | Saturday: 09:30-16:00 | Sunday: Closed
2
Inst. No: 001
Transit: 08090
+1 250-861-1626
Monday: 09:00-17:00 | Tuesday: 09:00-17:00 | Wednesday: 09:00-17:00 | Thursday: 09:00-18:00 | Friday: 09:00-18:00 | Saturday: 09:00-16:00 | Sunday: Closed
5
Inst. No: 010
Transit: 06060
(250) 470-1650
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 5:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
9
Inst. No: 003
Transit: 05000
250-765-7761
Mon-Fri 09:30-19:00 | Sat 09:30-16:00 | Sun Closed
10
Inst. No: 003
Transit: 02400
250-868-4100
Mon-Fri 09:30-17:00 | Sat Closed | Sun Closed
11
Inst. No: 003
Transit: 02440
250-860-3727
Mon-Fri 09:30-19:00 | Sat 09:30-16:00 | Sun Closed
12
Inst. No: 003
Transit: 02450
250-763-1101
Mon-Fri 09:30-17:00 | Sat 09:30-16:00 | Sun Closed
14
Inst. No: 002
Transit: 53470
(250) 4483280
Mon: 9:30-17:00 | Tue: 9:30-17:00 | Wed: 9:30-17:00 | Thu: 9:30-18:00 | Fri: 9:30-17:00 | Sat: 9:30-16:00 | Sun: Closed
17
Inst. No: 002
Transit: 11130
(250) 7172585
Mon: 9:30-16:00 | Tue: 9:30-16:00 | Wed: 9:30-16:00 | Thu: 9:30-17:00 | Fri: 9:30-17:00 | Sat: 9:30-16:00 | Sun: Closed
18
Inst. No: 004
Transit: 00277
(250) 763-4241
Mon - Fri: 9:00 AM - 5:00 PM | Saturday: CLOSED | Sunday: CLOSED
19
Inst. No: 004
Transit: 09155
(250) 712-3350
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
20
Inst. No: 004
Transit: 09364
(250) 491-5130
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
21
Inst. No: 004
Transit: 00715
(250) 860-7765
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
22
Inst. No: 004
Transit: 09174
(250) 448-1123
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
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Bank branches with certified financial planners in Kelowna
A financial plan is your roadmap to achieving major life milestones, like retirement or buying a vacation home. These 22 branches in Kelowna feature certified financial planners (CFPs) who can provide deep-dive analysis of your spending, saving, and investing habits to ensure you stay on track to reach your personal goals.
Frequently Asked Questions
— Is financial planning a free service at Kelowna bank branches?
Many banks offer basic planning as part of their service for account holders. More complex planning may have associated fees. We suggest booking an initial discovery meeting at one of the 22 branches above.
— How do I find the 5-digit transit number for these branches in Kelowna?
The transit number is a unique identifier for each specific branch location. You can find the specific 5-digit code for any of the 22 locations in Kelowna listed in our directory above, usually displayed next to the branch address.
— Do I need an appointment to access with certified financial planners at these locations?
For specialized services like with certified financial planners, we strongly recommend booking an appointment. While many of the 22 branches in Kelowna allow walk-ins for basic teller transactions, speaking with a financial advisor usually requires a scheduled time to ensure availability.
Note: Branch information for Kelowna is subject to change. We recommend contacting the institution directly to confirm hours and available services.
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