Portfolio Manager Jobs in Kelowna
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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 sales...
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...
NATIONAL BANK OF CANADA-Kelowna
personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.
Commercial Portfolio Management >$2MM
The Manager, Financing Solutions provides credit structuring...
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...
BMO Financial-Kelowna
Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Strong interpersonal, sales, customer service...
Royal Bank of Canada-Vernon, 44 km from Kelowna
with the Portfolio Manager & Wealth Advisor and his team and with internal RBC planning experts (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other specialists) to prepare...
rbc.com -
Skyline Group of Companies-Quebec City, 3513 km from Kelowna
team for the position of Portfolio Manager for our commercial and retail properties located near Montreal Quebec.
*This position will be remote/work from home but requires the ability to easily travel to properties located near Montreal, Quebec.*
Job...
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