Investment Portfolio Manager Jobs in Kelowna
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Search Results - Investment Portfolio Manager Jobs in Kelowna
Odlum Brown Limited-Kelowna
and Portfolio Management – Able to assist with basic investment tasks, research and support, support the proactive and effective management of client accounts and communication with clients and demonstrate awareness of fundamental investment principles and risk...
Capital Markets Advisors LLC-Kelowna
Markets-Advisors (CMA) is a boutique staffing and consultancy firm. Our growing client, a global Wealth, Portfolio Management firm, has multiple full-time VP RETAIL WEALTH CANADA
These remote roles are with a large global discretionary based portfolio...
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...
NATIONAL BANK OF CANADA-Kelowna
Analyze, open, and update client files
• Produce portfolio management reports
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk...
Tbwa Chiat/Day Inc-Kelowna
while closely managing the profitability and resilience of our portfolio. As Affirm continues on an exciting growth trajectory, thinking through credit policies for new initiatives and products, shaping ongoing testing and experimentation, and being...
appcast.io -
Harbourfront Wealth Management-Kelowna
program;
• Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing...
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 -
Harbourfront Wealth Management-Kelowna
Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing ongoing...
WP Osborne Executive Search Inc.-Kelowna
municipal by
• laws, etc.), surrounding applications and locational and demographic information;
• Lead the conceptual design and planning working in collaboration with Investments, Construction and Asset Management teams;
• Lead the creation, coordination...
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