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Investment manager - banking, credit and investment

Job in Kelowna, BC, Canada
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
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: investment manager - banking, credit and investment )

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+
Responsibilities
  • 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
Work Conditions
  • Fast‑paced workplace
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload
  • Large workload
Qualifications and Competencies
  • Personal suitability:
    Accurate
  • Client focus
  • Efficient interpersonal skills
  • Flexibility
  • Initiative
  • Judgement
  • Organized
  • Team player
  • Values and ethics
  • Ability to multitask
  • Due diligence
  • Analytical
Benefits
  • 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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