More jobs:
Investment manager - banking, credit and investment
Job in
Kelowna, BC, Canada
Listed on 2026-06-18
Listing for:
PNR MANAGEMENT SERVICES
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Manager, Risk Manager/Analyst, Regulatory Compliance Specialist -
Management
Financial Manager, Risk Manager/Analyst, Regulatory Compliance Specialist
Job Description & How to Apply Below
Job Details
- Work Term:
Temporary Work - Language:
English - Hours:
35 to 40 hours per week - Education:
Bachelor's degree - Experience:
3 to less than 5 years - Work setting:
Urban area - Willing to relocate:
Yes (Relocation costs not covered by employer) - Employer:
Investment company Head office - Financial management/services
- Budgetary responsibility: $8,000,001+
- Evaluate daily operations
- Identifying and investigating compliance issues
- Plan and control budget and expenditures
- Plan and organize daily operations
- Hire, train, direct and motivate staff
- Establish and implement policies and procedures for accounting and financial control
- Oversee the preparation of reports
- Advise senior management
- Leading/instructing groups
- Address customers' complaints or concerns
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Manage cash
- Variance analysis
- Consult with clients after sale to provide ongoing support
- Coordinate the organization’s financial operations and budget activities in order to optimize financial performance
- Supervision of 3-4 people, 5-10 people
- Computer and technology knowledge: MS Excel
- Area of specialization:
Business analysis, Risk management, Operations management, Project management, Sales, Financial asset management, Investigation, Negotiation
- Fast‑paced workplace
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Large workload
- Personal suitability:
Accurate - Client focus
- Efficient interpersonal skills
- Flexibility
- Initiative
- Judgement
- Organized
- Team player
- Values and ethics
- Ability to multitask
- Due diligence
- Analytical
- Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Vision care benefits
- Financial benefits
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)
- Other benefits:
Free parking available, Paid time off (volunteering or personal days)
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