27 mutual funds job offers in Kelowna, BC

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  • Member Service Centre Agent

    Beem Credit Union Central City, Kelowna, BC

    ...products Basic understanding of mutual funds (a Mutual Fund License is not required) Financial planning courses considered an asset Your Total Rewards At
    6 days ago in Jobleads

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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 business...
    1 day ago in Talent.com

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  • Regional Director (Wholesaler)

    National Bank Kelowna, BC

    ...Funds and business development experience Experience in coaching and training Knowledge of budget and territory management Excellent knowledge of business...
    3 days ago in Talent.com

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  • 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...
    5 days ago in Talent.com

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  • Regional director (wholesaler) (hybrid)

    National Bank Kelowna, BC

    ...Funds and business development experienceExperience in coaching and trainingKnowledge of budget and territory managementExcellent knowledge of business...
    2 days ago in Tideri

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  • Member-Focused Financial Advisor: Wealth & Lending

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

    ...Funds License, with at least two years of experience in a similar role. The position includes competitive benefits like customizable health plans and...
    14 days ago in Jobleads

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  • Business Banking & Wealth Advisor (Licensed MFDA)

    First West Credit Union Central City, Kelowna, BC

    ...Funds License, and significant experience in retail or commercial lending. Strong interpersonal and organizational skills are key to success in this dynamic...
    10 days ago in Jobleads

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  • 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...
    11 days ago in LifeworQ

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  • Senior Financial Advisor โ€” Growth, Flexible Hours & Benefits

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

    ...Funds License, and 2-3 years in a similar role. Competitive compensation and rewarding benefits are offered, including flexible work arrangements...
    20 days ago in Jobleads

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  • Senior Financial Advisor: Build Wealth & Guide Members

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

    ...Funds License, and have 2-3 years of relevant experience. Join our team to make a meaningful impact and enjoy competitive benefits and a rewarding career...
    8 days ago in Jobleads

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  • Business Banking Advisor (Orchard Plaza Branch)

    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...
    10 days ago in Jobleads

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  • Business Banking Advisor (Orchard Plaza Branch)

    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...
    10 days ago in Jobleads

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  • SIE Tutor

    Varsity Tutors a Nerdy Company Central City, Kelowna, BC  +1 Location

    ...and risks, understanding of trading and customer accounts, and knowledge of regulatory frameworks. Ability to explain equity and debt securities, mutual...
    15 days ago in Jobleads

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  • 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...
    11 days ago in LifeworQ

    Report
  • Senior Financial Advisor (Rutland Branch)

    Valley First a division of First West Credit Union Central City, Kelowna, BC  +1 Location

    ...Funds License required Must complete the internal First West certification program specific to this role within the required timeframe PFP preferred 2-3...
    8 days ago in Jobleads

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  • Senior Member Solutions Advisor

    First West Credit Union Central City, Kelowna, BC

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

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  • Financial Advisor (Downtown Kelowna Branch)

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

    ...Funds License required; PFP is an asset. Must complete the internal First West certification program specific to this role within the required timeframe. 2...
    14 days ago in Jobleads

    Report
  • Senior Financial Advisor (Orchard Plaza Branch)

    Valley First a division of First West Credit Union 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 2-3...
    20 days ago in Jobleads

    Report
  • Client Advisor Intern (Kelowna)

    0000050007 Royal Bank of Canada Kelowna, BC

    ...mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits. Continued opportunities for career...
    2 days ago in Kitjob

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  • Member Service Centre Agent (Kelowna)

    BEEM Kelowna, BC

    ...investment products Basic understanding of mutual funds (a Mutual Fund License is not required) Previous contact centre experience preferred Financial planning
    4 days ago in Kitjob

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  • Regional Director (Wholesaler) (Kelowna)

    National Bank Kelowna, BC

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

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  • Member Service Centre Agent (Temporary 18-Months) (Kelowna)

    BEEM Kelowna, BC

    ...investment products Basic understanding of mutual funds (a Mutual Fund License is not required) Previous contact centre experience preferred Financial planning
    4 days ago in Kitjob

    Report
  • Private Client Advisor (Kelowna)

    Staffing In Motion Kelowna, BC

    ...(not just mutual funds) for at least 2 out of the past 4 years & a robust track record of success in sales and bringing in new investment assets to the firm.
    4 days ago in Kitjob

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  • Regional VP Wealth Sales (Kelowna)

    Bay Street Staffing Kelowna, BC

    ...3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds) < /span></span></span></span></p>
    4 days ago in Kitjob

    Report
  • Financial Advisor (Orchard Plaza Branch) (Kelowna)

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

    ...Funds License required; PFP is an asset Must complete the internal First West certification program specific to this role within the required timeframe 2...
    2 days ago in Kitjob

    Report
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27 mutual funds job offers in Kelowna, BC

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