Portfolio Manager Jobs in Kelowna
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Search Results - Portfolio Manager Jobs in Kelowna
RBC-Kelowna
RBC in Kelowna, BC is seeking a Financing Specialist to support a high-performing Commercial Banking team with portfolio management and compliance. You will act as a strategic partner to the Commercial Account Manager, delivering superior business...
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3iq-Kelowna
impacts, and recommend necessary updates to policies, procedures, and controls.
• Manage portfolio and investment management compliance activities as directed by the CCO, including policy management and the maintenance of internal policies, procedures...
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Bank of Montreal-Kelowna
a dynamic approach to managing a diverse portfolio of commercial clients. You will utilize your relationship management expertise, financial analysis skills, and proactive networking to uncover new opportunities. Collaboration across services ensures...
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Royal Bank of Canada-Vernon, 44 km from Kelowna
the portfolio manager’s business plan, client service plan, and review schedule.
What will you do?
• Assist with Client Experience Management and Service Plan execution for the team.
• Manage Portfolio Manager and team calendar of events, client meetings...
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Jobtailor-Kelowna
years of demonstrated experience building productive relationships across academic, industry, government, community, or not-for-profit environments
• 3-5 years of experience managing a complex portfolio of external relationships and advancing multiple...
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RBC-Vernon, 44 km from Kelowna
Join RBC as a Commercial Financing Specialist, supporting a high-performing healthcare team through strategic credit and portfolio management. Focus on enhancing client interactions and providing outstanding financial advice.
This 12-month contract...
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Bank of Montreal-Kelowna
advice.The OpportunityAs a Senior Relationship Manager - Middle Market, you will play a pivotal role in driving business growth by developing and managing a portfolio of commercial clients. You will leverage your financial expertise, business development...
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Beem-Penticton, 45 km from Kelowna
the role is accountable for originating, structuring, and executing multi-lender deals; driving portfolio growth; and ensuring robust credit and risk governance across the syndications platform. The Senior Manager partners closely with a Credit Solutions...
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Wawanesa-Edmonton, 577 km from Kelowna
underwriting in the specific segment.
Bachelor's degree in Business, Insurance, Risk Management or a related field, along with a CIP or FCIP designation; an MBA or CRM designation is considered a strong asset.
Product development and portfolio management...
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Vernon, 44 km from Kelowna
and acquisitions, asset and portfolio management, compliance and legal, property management, information technology, transactions and financing, marketing, accounting, training, and other core functions.
Prime Group’s performance is rooted in a culture of respect...
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icims.com -
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