26 mutual funds job offers in Kelowna, BC

1-25 of 26 jobs

Sort by
Location
Distance
company
  • scotiabank  3
  • cibc  2
  • national bank  2
Contract Type
  • Contract
  • Freelance
  • Internship
  • Per Diem
  • Permanent  4
  • Temporary
  • To be determined
  • Volunteer
Working hours
  • Full-time
  • Part-time
Experience
  • 0+
  • 1+
  • 2+
  • 3+
  • 4+
  • 5+
Salary
to
Publication date
  • Today  2
  • Within the last 7 days  17
  • 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 Jobleads

    Report
  • 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 Jobleads

    Report
  • 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 Jobleads

    Report
  • 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 Job

    Report
  • 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 Jobleads

    Report
  • 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 Jobillico

    Report
  • 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 Jobleads

    Report
  • 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 Job

    Report
  • 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 Jobleads

    Report
  • 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 Job

    Report
  • 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 Job

    Report
  • 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 Jobleads

    Report
  • 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 Jobleads

    Report
  • 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 Kitjob

    Report
  • 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 Kitjob

    Report
  • 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 Kitjob

    Report
  • 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 Kitjob

    Report
  • (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 Kitjob

    Report
  • (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 Kitjob

    Report
  • 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 Kitjob

    Report
  • 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 Kitjob

    Report
  • [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 Kitjob

    Report
  • 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 Kitjob

    Report
  • 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 Kitjob

    Report
  • (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 Kitjob

    Report

1 2 Next »

26 mutual funds job offers in Kelowna, BC

Receive alerts for this search