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
- Productive 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)

📌 investment manager - banking, credit and investment (Kelowna)
🏢 PNR MANAGEMENT SERVICES
📍 Kelowna