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Location
Kelowna, BCV1V 1V7
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Work location
On site
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Salary$7,158.42 to $10,292.25MONTH monthly (To be negotiated) / 35 hours per week
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Terms of employment
Term or contractFull time
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Flexible hours
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Starts as soon as possible
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Benefits:
Health benefits, Financial benefits, Other benefits
- vacancies
1 vacancy
- Source
Job Bank
#3687712
Overview
Languages
English
Education
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Bachelor's degree
- or equivalent experience
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.
Green job
Help - Green job – Help
Green job – Help
Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs.
This information was provided by the employer; it was not verified by Job Bank.
The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.
Work setting
Responsibilities
Tasks
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Evaluate financial risk
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Use portfolio management software
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Collect financial and investment information about companies, stocks, bonds and other investments
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Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
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Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
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Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
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Advise on and participate in the financial aspects of contracts and calls for tender
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Analyze investment projects
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Assist in preparing operating and investment budgets
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Plan short- and long-term cash flows and assess financial performance
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Prepare a regular risk profile for debt portfolios
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Develop risk management plans
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Variance analysis
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Perform administrative tasks
Experience and specialization
Computer and technology knowledge
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Data analysis software
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MS Office
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Quick Books
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SAP (FI/CO / HR / MM / OT SD)
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Business intelligence
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MS Outlook
Area of specialization
Additional information
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
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Large caseload
Personal suitability
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Accurate
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Client focus
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Initiative
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Judgement
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Organized
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Reliability
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Team player
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Ability to multitask
Benefits
Health benefits
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Dental plan
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Disability benefits
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Health care plan
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Paramedical services coverage
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Vision care benefits
Financial benefits
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As per collective agreement
Other benefits
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Other benefits
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Team building opportunities
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Parking available
