Investment Portfolio Manager Jobs in Kelowna
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Search Results - Investment Portfolio Manager Jobs in Kelowna
BC Hydro-Kelowna
investment strategies.
Integrate maintenance, operations, engineering, and capital planning to meet asset management objectives.
Advise senior leadership on investment priorities, risk mitigation, and emerging asset risks.
Improve investment planning...
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First West Credit Union-Penticton, 45 km from Kelowna
Position Description
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and investment services to commercial...
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National Bank-Canada
engage with clients, portfolio managers, and external partners • Ensure timelines, regulatory requirements, and operational standards are met during fund launches • Identify operational and system-related issues linked to new products and propose...
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Hirehawk-Vernon, 44 km from Kelowna
client requests simultaneously while consistently meeting deadlines.
• High level of discretion and professionalism when handling sensitive client information.
• Proficiency with CRM systems, portfolio management software, and document management tools...
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National Bank-Richmond Hill, 3074 km from Kelowna
and sales of securities, necessary transaction adjustments) Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up Analyze, open, and update client files Produce portfolio...
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