investment manager - banking, credit and investment
Posted on June 01, 2026 by a licensed third-party for Employer details PNR MANAGEMENT SERVICES LTD
Job details
Education: Bachelor's degree. 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. Experience: 3 years to less than 5 years. 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).- Location 200 - 125 Highway 33 E,Kelowna, BCV1X 2A1
- Work location On site
- Salary$50.48HOUR hourly / 35 to 40 hours per week
- Terms of employment Term or contractFull time
- Early morning, Morning, Day, Evening, Weekend
- Starts as soon as possible
- Benefits: Health benefits, Financial benefits, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3579122
Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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 +
Responsibilities
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
Experience and specialization
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
Additional information
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
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)
Who can apply for this job?
You can apply if you are:
- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit
Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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