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investment manager - banking, credit and investment

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PNR MANAGEMENT SERVICES LTD logo
  • Full Time
  • Temporary

investment manager - banking, credit and investment

  • PNR MANAGEMENT SERVICES LTD
  • Posted 2 weeks ago
  • NOC: 10021
  • Location: Kelowna, BC, V1X2A1
  • Salary: $50.48 hourly

Job Overview

  • Published On: Jun 1, 2026
  • Application Due: Jun 22, 2026
  • Job Type: Full Time
  • Work Term: Temporary
  • Language: english
  • Views: 15

Company Overview

  • Employer: PNR MANAGEMENT SERVICES LTD
  • Location: Kelowna, BC, CA

Job Description

  • Work Term: Temporary
  • Work Language: English
  • Hours: 35 to 40 hours per week
  • Education: Bachelor's degree
  • Experience: 3 years to less than 5 years

    • Work setting

  • Urban area
  • Willing to relocate
  • Relocation costs not covered by employer
  • Investment company
  • Head office
  • Financial management/services

    • Budgetary responsibility

  • $8,000,001 +

    • Tasks

  • 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

  • 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

    • Specialization/experience (business sales and services)

  • Negotiation

    • Work conditions and physical capabilities

  • Fast-paced environment
  • 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

    • Screening questions

  • Are you available for shift or on-call work?
  • Are you available to start on the date listed in the job posting?
  • Do you have experience working in this field?

    • Employment terms options

  • Early morning
  • Evening

    • Employment terms options

  • Morning
  • Day
  • Weekend

    • 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)

Job Details

  • Work arrangement: Not specified
  • Work hours: 35 to 40 hours per week
  • Salary range: $50.48 hourly
  • Postal code: V1X2A1

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