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...
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...
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...
Lock Search Group-Kelowna
the company at industry events and trade shows to promote the product portfolio.
• Managing administrative tasks such as sales forecasting, maintaining customer records, and handling expense reports.
• Ensuring compliance with company policies and health...
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...
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 -
Industra Construction Corporation-Kelowna
deficiencies.
• Tracks and controls construction schedule and associated costs to achieve completion of projects within time and monies allocated.
• Reports to owner, engineers and portfolio managers about progress and any necessary modifications of plans...
Royal Bank of Canada-Kelowna
portfolio management, and profitability. You excel at delivering timely and relevant financial advice to large commercial businesses within your industry of focus, aligning sales, products, risk policy and market strategies to deliver customized solutions...
rbc.com -
NHS National Services Scotland-Kelowna
of project and portfolio management preferably within an ICT Department, within the Health Service.
2. Programme / Project Management methods e.g. PRINCE 2, Agile or MSP accreditation.
3. Display significant practical experience in the management of large ICT...
appcast.io -
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 -
Lock Search Group-Kelowna
the company at industry events and trade shows to promote the product portfolio.
• Managing administrative tasks such as sales forecasting, maintaining customer records, and handling expense reports.
• Ensuring compliance with company policies and health...
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...
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...
WP Osborne Executive Search Inc.-Kelowna
leasing, property management, portfolio management, finance, marketing, IT, HR and strategy.
Reference: 1378 – Director Development, Vancouver...
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