17 mutual funds job offers in Kelowna, BC

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  • Regional Director (Wholesaler) (Hybrid)

    new National Bank Kelowna, BC

    ...Funds and business development experience. Experience in coaching and training. Knowledge of budget and territory management. Excellent knowledge of...
    7 h 18 minutes ago in Talent.com

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  • Senior Analyst in Wealth Management (On-Site)

    new National Bank Kelowna, BC

    ...funds representative (RR) license, an asset. Master tools and methods for client information gathering, documentation of recommendations, and compliance...
    7 h 20 minutes ago in Talent.com

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  • Associate, Financial Planning & Client Growth

    RBC Central City, Kelowna, BC

    ...Funds accreditation and exhibit collaboration skills. This full-time position offers competitive compensation and ample opportunities for career growth...
    4 days ago in Jobleads

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  • Associate, Financial Planning

    RBC Central City, Kelowna, BC

    ...Exercise due diligence in following all policies and procedures, and identify/correct areas of operational risk. What do you need to succeed? Must‑have Mutual...
    4 days ago in Jobleads

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  • Wealth Sales Director (External Wholesaler)

    new Sun Life Financial Central City, Kelowna, BC  +1 Location

    ...funds, annuities) by leveraging your established relationships while prospecting for new advisor relationships. Develop and execute on an unmatched advisor...
    1 day ago in whatjobs

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  • Wealth Sales Director (External Wholesaler)

    new Sun Life Financial Central City, Kelowna, BC  +1 Location

    ...funds, annuities) by leveraging your established relationships while prospecting for new advisor relationships. Develop and execute on an unmatched advisor...
    1 day ago in Jobleads

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  • Senior Wealth Planner & Client Strategy Lead

    Banque Nationale du Canada Central City, Kelowna, BC

    ...of experience in financial services. A mutual funds representative license is preferred. Competitive compensation and benefits are offered. J-18808-Ljbffr
    30+ days ago in Jobleads

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  • Regional director (wholesaler) (hybrid)

    National Bank Kelowna, BC

    ...Funds and business development experience Experience in coaching and training Knowledge of budget and territory management Excellent knowledge of business...
    10 days ago in jobs.search

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  • Relationship Manager (On Site)

    Prospera Central City, Kelowna, BC

    ...funds and developing holistic financial plans. Able to develop and build relationships with members and provide advice in a variety of member situations...
    21 days ago in Jobleads

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  • Relationship Manager (On Site)

    Prospera Credit Union Central City, Kelowna, BC

    ...funds and developing holistic financial plans. Able to develop and build relationships with members and provide advice in a variety of member situations...
    16 days ago in Jobleads

    Report
  • Business Banking Advisor (Kelowna)

    Valley First a division of First West Credit Union Central City, Kelowna, BC

    ...Funds License required 4 years retail/business/commercial lending or commercial credit experience or equivalent required Sales experience preferred Strong...
    30+ days ago in Jobleads

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  • Regional Director (Wholesaler)

    National Bank Central City, Kelowna, BC

    ...Funds and business development experience Experience in coaching and training Knowledge of budget and territory management Excellent knowledge of business...
    22 days ago in Jobleads

    Report
  • Regional Director (Wholesaler)

    Banque Nationale du Canada Central City, Kelowna, BC

    ...Funds and business development experience Experience in coaching and training Knowledge of budget and territory management Excellent knowledge of business...
    30+ days ago in Jobleads

    Report
  • Senior Analyst in Wealth Management

    National Bank Central City, Kelowna, BC

    ...funds representative (RR) license, an asset. Master tools and methods for client information gathering, documentation of recommendations, and compliance...
    16 days ago in Jobleads

    Report
  • Senior Analyst in Wealth Management

    Banque Nationale du Canada Central City, Kelowna, BC

    ...funds representative (RR) license, an asset… Master tools and methods for client information gathering, documentation of recommendations, and compliance...
    30+ days ago in Jobleads

    Report
  • Wealth Sales Director (External Wholesaler) (Kelowna)

    Sun Life Kelowna, BC

    ...Strong communication, presentation, and relationship-building skills Strong knowledge of mutual funds, investment products, and financial markets Extensive
    4 days ago in Kitjob

    Report
  • Senior Member Solutions Advisor (Kelowna)

    new First West Credit Union Kelowna, BC

    ...Funds license preferred. 3 years retail banking experience in a sales/service-focused position, or equivalent required. Financial services, call centre, or...
    1 day ago in Kitjob

    Report
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