Investment Manager - Kelowna

Join the TROIKA Team –Building Sustainable Communities for Over 25 YearsAtTROIKAwe're not just about building structures – we're about creating Sustainable Communities that future generations can call home. For over two decades, we've been one of Western Canada's most forward thi ...

We're seeking a Manager of Investments to join our team at TROIKA Developments. · Troika Developments is seeking a detail-oriented and analytically strong Manager, Investments to support the execution and performance of the company's project portfolio.The ideal candidate brings a ...

We are currently seeking a Manager of Investments to Join our Investments team. · ...

L'entreprise TD recrute un conseiller en placement en développement pour rejoindre son programme de conseillers en placement. Le candidat aura la responsabilité de construire une base client composée d'individus à haut revenu (HNW) ou ultra-haut revenu (UHNW), familles et entrepr ...

Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. · ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour découvrir les objectifs de la planification patrimoniale et la protection pour offrir un conseil personnalisé, des solutions et un service aux clients. · En tant que candidat, nous vous encourageons à ...

TD Private Wealth Management prend une approche sophistiquée et holistique pour la découverte des objectifs d'investissement et de protection pour offrir un conseil personnalisé et des solutions aux clients. · Préparer les documents et fournir les mises à jour à l'IA en préparati ...

We are seeking a Senior Relationship Manager to join our Indigenous Wealth team. · The successful candidate will contribute to the overall success of the Indigenous Wealth team by ensuring that specific individual goals, plans, initiatives are executed / delivered in support of t ...

Potentia Human Resources is pleased to partner with the Central Okanagan Foundation (COF) to recruit a Finance Manager. For more than four decades, the Central Okanagan Foundation has served as a philanthropic leader dedicated to strengthening the region through community investm ...

Potentia Human Resources is partnering with the Central Okanagan Foundation to recruit a Finance Manager. The role offers strong accounting and financial management skills in a purpose-driven environment. · ...

As a Financial Planner you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. · ...

We are currently seeking a Senior Financial Advisor to join our team. · The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. · ...

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. · ...

We're building a relationship-oriented bank for the modern world. · We need talented, passionate professionals who are dedicated to doing what's right for our clients. · ...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth mana ...

This role will provide administrative and operational support to assist Financial Advisors and Portfolio Managers in maintaining high standards of service for all MD clients. · ...

A finance manager position at Central Okanagan Foundation in Kelowna requires strong accounting skills to support sound stewardship operations. Key responsibilities include ensuring financial accuracy integrity compliance transparency manage full-cycle fund investment accounting ...

The Senior Relationship Manager will contribute to building deep relationships with First Nation, Metis and Inuit clients and prospects. · Build out strategic relationships with organizations who have strong advisory roles with Indigenous nations including legal, advisory and acc ...

We are looking for a Quality Control Inspector to help us get there. · Conduct inspections of gas meter installations to verify compliance with company policies and client specifications. · ...

A career as a Senior Analyst in Wealth Management within National Bank Financial team means acting as a trusted expert in financial planning and client advisory. · ...