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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 2026-06-27
Job specializations:
  • Finance & Banking
    Financial Manager, Risk Manager/Analyst, Corporate Finance, Financial Compliance
  • Management
    Financial Manager, Risk Manager/Analyst
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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