10 mutual funds job offers in Kelowna, BC
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Student (Operations - Mutual Funds & Wealth)
First West Credit Union Central City, Kelowna, BC
Position Description The Wealth Operations team provides administrative and operational support to mutual fund registered advisors. The team handles...
30+ days ago in JobleadsReport -
Wealth Operations Intern — Mutual Funds & Admin
First West Credit Union Central City, Kelowna, BC
A financial institution in Kelowna is seeking an administrative support intern for their Wealth Operations team. This full-time, 4-month temporary role offers e
30+ days ago in JobleadsReport -
Senior Financial Advisor: Grow Client Wealth
First West Credit Union Kelowna, BC
...funds license, with 2-3 years of relevant experience. Strong relationship-building and sales skills are essential. This position offers rewarding career...
5 days ago in LifeworQReport -
Regional Director (Wholesaler)
Banque Nationale du Canada Kelowna, BC
...Funds and business development experience Experience in coaching and training Knowledge of budget and territory management Excellent knowledge of business...
2 days ago in LifeworQReport -
Senior Financial Advisor (Orchard Plaza Branch)
First West Credit Union Kelowna, BC
...Funds License required Must complete the internal First West certification program specific to this role within the required timeframe PFP preferred 2-3...
5 days ago in LifeworQReport -
Mutual Funds Compliance Specialist (Kelowna)
Envision Financial Kelowna, BC
We are currently seeking aMutual Funds Compliance Specialistto join our team. The Mutual Funds (MF) Compliance Specialist is accountable for daily and...
3 days ago in KitjobReport -
Team Lead, Mutual Funds Compliance (Kelowna)
Envision Financial Kelowna, BC
We are currently seeking a Team Lead, Mutual Funds Complianceto join our team. The Team Lead, Mutual Funds Compliance oversees the daily operations of a...
3 days ago in KitjobReport -
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...
2 days ago in KitjobReport -
Senior Member Solutions Advisor (Kelowna)
new Envision Financial 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 KitjobReport -
Financial Planner, Scotia Financial Planning - Kelowna
Scotiabank Kelowna, BC
...Funds in Canada or Canadian Securities Course). You have successfully completed a Personal Financial Planning (PFP) designation and/or a Certified Financial...
2 days ago in KitjobReport
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