26 mutual funds job offers in Kelowna, BC
1-25 of 26 jobs
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Branch Manager Advice Sales & Service 9 - Lakeshore Kelowna
Central City, Kelowna, BC
...funds. Successfully completed the CIFP Diploma in Financial Planning (or Bank recognized equivalent). Completed the educational requirements needed to...
6 days ago in JobleadsReport -
Banking Advisor
new Central City, Kelowna, BC +12 locations
...mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits Continued opportunities for career...
23 h 58 minutes ago in JobleadsReport -
Financial Advisor (Orchard Plaza Branch)
new Central City, Kelowna, BC
...Funds License required Must complete the internal First West certification program specific to this role within the required timeframe PFP preferred 2 years...
1 day ago in JobleadsReport -
Senior Financial Advisor: Penticton, Kelowna, Vernon and Kam
Central City, Kelowna, BC
...Funds licence and working towards your CIFP Diploma What we're offering. The opportunity to join a forward: thinking organization where you are surrounded...
3 days ago in Tip Top JobReport -
Branch Manager (Orchard Plaza Branch)
Central City, Kelowna, BC
...depending on region Branch Compliance Officer (BCO) for Mutual Funds required depending on region Must complete the internal First West certification program
30+ days ago in JobleadsReport -
Regional Director
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...
8 days ago in JobillicoReport -
Regional Director
Central City, Kelowna, BC
...Funds and business development experience. Experience in coaching and training. Knowledge of budget and territory management. Excellent knowledge of...
30+ days ago in JobleadsReport -
Branch Manager Advice Sales and Service 9: Lakeshore Kelowna
Kelowna, BC
...to build strong relationships focused on providing a great client experience and growing relationships with existing customers: A license to sell mutual...
10 days ago in Tip Top JobReport -
Investment Specialist - South Okanagan
Central City, Kelowna, BC
...Funds License. 2-4 years of job-related experience in a financial sales and services environment. Knowledge of current domestic and international investment...
30+ days ago in JobleadsReport -
Branch Manager Advice, Sales and Service 8: West Kelowna Bra
Kelowna, BC
...to build strong relationships focused on providing a great client experience and growing relationships with existing customers: A license to sell mutual...
10 days ago in Tip Top JobReport -
Senior Financial Advisor: West Kelowna Branch
Kelowna, BC
...Funds licence and completed CIFP Diploma What we're offering. The opportunity to join a forward: thinking organization where you are surrounded by a...
9 days ago in Tip Top JobReport -
Conseiller en sécurité financière
Central City, Kelowna, BC
...You have post-secondary education in a related field. You hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
30+ days ago in JobleadsReport -
Senior Financial Advisor - West Kelowna Branch
Central City, Kelowna, BC
...Funds licence and completed CIFP Diploma What we’re offering… The opportunity to join a forward-thinking organization where you are surrounded by a...
30+ days ago in JobleadsReport -
Banking Relationship Manager - W-081
new beBee Careers Kelowna, BC
...Funds). Demonstrated passion for putting clients first, as well as success in a target-driven sales environment. Problem-solving and people skills, with the...
1 day ago in KitjobReport -
Sales and Support Specialist | (MJD610)
new beBee Careers Kelowna, BC
...financial transactions. Essential Qualifications: Mutual Funds accreditation. Ability to build strong relationships and communicate effectively with clients.
1 day ago in KitjobReport -
Investment Solutions Advisor | XT-020
beBee Careers Kelowna, BC
...funds certification, and relevant designations such as PFP or CFP. Benefits. An entrepreneurial culture with flexible working arrangements. A competitive...
2 days ago in KitjobReport -
IHU-931 | Strategic Wealth Advisor
new beBee Careers Kelowna, BC
...Funds licence and CIFP Diploma. Our Work Environment: A collaborative atmosphere where professionals can share ideas and innovate. Ongoing training and...
1 day ago in KitjobReport -
(OQB984) - Business Leader Opportunity
new beBee Careers Kelowna, BC
...service. A license to sell mutual funds. Certification in financial planning (CIFP Diploma or equivalent). Knowledge of branch compliance requirements
1 day ago in KitjobReport -
(F739) | Financial Planning Expert
Scotiabank Kelowna, BC
...by providing high-quality advice and service. The ideal candidate will have 3 years of experience in financial planning and investment sales, as well as mutual...
4 days ago in KitjobReport -
Team Performance Coach - [O699]
new beBee Careers Kelowna, BC
...funds "> CIFP Diploma in Financial Planning or equivalent "> Branch Compliance Officer qualifications "> "> What We Offer "> "> A...
1 day ago in KitjobReport -
Financial Services Representative Ii - (I-044)
Canadian Imperial Bank of Commerce Kelowna, BC
...Funds In Canada). Demonstrated ability to work independently and as part of a team to achieve sales results. Excellent communication, interpersonal, and...
4 days ago in KitjobReport -
[FLP910] - Financial Services Representative
CIBC Kelowna, BC
...or Investment Funds In Canada). You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior
3 days ago in KitjobReport -
Financial Services Representative BJH-326
CIBC Kelowna, BC
...a certified professional... You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In
3 days ago in KitjobReport -
Regional Director (Hybrid) | [MEY677]
National Bank Kelowna, BC
...Funds and business development experience. Experience in coaching and training. Knowledge of budget and territory management. Excellent knowledge of...
2 days ago in KitjobReport -
(LP-46) Senior Financial Advisor - Penticton, Kelowna, Verno
Scotiabank Kelowna, BC
...Funds licence and working towards your CIFP Diploma. *What weu2019re offeringu2026*. U2022 The opportunity to join a forward-thinking organization where you...
4 days ago in KitjobReport
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