Investment Portfolio Manager Jobs in Kelowna
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Search Results - Investment Portfolio Manager Jobs in Kelowna
RBC Dominion Securities-Kelowna
and strategic financial planning for meaningful impact on clients' lives.
Key Responsibilities:
• Build and sustain relationships with high-net-worth clients
• Provide customized financial plans and investment portfolios
• Collaborate with RBC partners...
YZi Labs-Kelowna
Management
• Partner with portfolio companies to support growth and value creation.
• Provide strategic guidance on fundraising, hiring, partnerships, product strategy, and scaling.
• Monitor portfolio performance and identify follow-on investment...
RBC Dominion Securities-Kelowna
Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
Leverage RBCs extensive investment and wealth management resources to create...
TD Bank-Kelowna
Build a client base of HNW & UHNW clients, families, and business owners* Develop comprehensive wealth management and investment strategies for your clients based on their needs* Make recommendations to the client regarding their portfolio's construction...
appcast.io -
National Bank of Canada-Kelowna
requests and managing financial transactions. You will complete administrative tasks like preparing client meetings and producing portfolio reports, all while ensuring compliance with industry regulations.
Key Responsibilities:
• Support investment...
National Bank-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...
National Bank-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...
National Bank-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...
National Bank of Canada-Kelowna
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 management rules
Team and Work Model National Bank...
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...
Royal Bank of Canada-Kelowna
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBCs extensive investment and wealth management...
rbc.com -
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