Portfolio Manager Jobs in Kelowna
1 - 10 of 10
Search Results - Portfolio Manager Jobs in Kelowna
Ninepoint Partners-Kelowna
to:
• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
• Schedule and host events, roadshows and portfolio manager meetings
• Develop a strategic business plan twice a year with the team to increase...
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...
Ninepoint Partners-Kelowna
to:
• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
• Schedule and host events, roadshows and portfolio manager meetings
• Develop a strategic business plan twice a year with the team to increase...
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...
TD-Kelowna
franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste. Description du poste : CUSTOMER Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio...
jobillico.com -
Ninepoint Partners-Kelowna
to:
• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
• Schedule and host events, roadshows and portfolio manager meetings
• Develop a strategic business plan twice a year with the team to increase...
Royal Bank of Canada-Kelowna
commission.
• You have completed the Canadian Securities Course (CSC) or will prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You have strong relationship building skills and an ability...
rbc.com -
CI Financial-Kelowna
offerings to existing and potential clients
• Generating referrals for your respective DVPs
• Perform account management and customer service duties for established clients
• Respond to inquiries on products, fund management strategies, portfolio manager...
Royal Bank of Canada-Penticton, 45 km from Kelowna
about professional relationship management and delivering top-tier financial advice, whose expert approach aligns sales, products, risk policy, and market strategies to deliver solutions tailored for individual needs. You are a key member of a Client...
rbc.com -
Morgan McKinley-Toronto, 3086 km from Kelowna
Robo-Advisory Portfolio Manager – FinTech
Location: Toronto
Work Model: Hybrid / Remote (1 day onsite)
ABOUT:
A leading FinTech firm is on the lookout for a Robo-Advisory Portfolio Manager to join their team in Toronto. As Portfolio Manager you...
Companies now hiring in Kelowna:
Portfolio Manager – Related jobs in Kelowna:
Portfolio Manager jobs in Kelowna – Similar offers:
Portfolio Manager jobs – More locations:
Broaden your job search:
Don’t miss out on new job vacancies!
Create a job alert for: Portfolio Manager, Kelowna
It's free, and you can cancel email updates at any time