Investment Portfolio Manager Jobs in Kelowna
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Search Results - Investment Portfolio Manager Jobs in Kelowna
Odlum Brown Limited-Kelowna
to inquiries from clients and Investment Advisors and Portfolio Managers
• Monitor and allocate requests sent to the Financial Planning team’s internal distribution list
COMPETENCIES
• Advising and Coaching – Able to listen actively to understand stakeholder...
STAEGER Personalmarketing-Kelowna
and reporting standards.
Oversee internal and external audits.
Develop and enforce internal controls to prevent fraud or errors.
Capital Management Manage relationships with banks, investors, and other financing partners.
Allocate resources effectively...
Ninepoint Partners-Kelowna
management/industry experience in the investment industry
• Established Portfolio Manager and/or Investment Advisor relationships
• Strong relationship-building and relationship-management skills
• Experience in developing and executing territory business...
CI Financial-Kelowna
on innovative products and projects, and where employees are supported and engaged in doing so.
Job Overview
Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products...
Royal Bank of Canada-Vernon, 44 km from Kelowna
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach...
rbc.com -
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