Current jobs related to Portfolio Manager, Managed Programs - Montréal QC - Worldsource Wealth Management
-
Portfolio Manager, Managed Programs
2 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients...
-
Program/Portfolio Manager
2 weeks ago
Montréal, QC, Canada Worldsource Wealth Management Full timeEnglish Below Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Le candidat idéal est bilingue en français et en anglais, avec une expertise éprouvée en stratégies d'investissement et en construction de portefeuille. Relevant...
-
Portfolio Manager Quantitative Investment
2 weeks ago
Montréal, QC, Canada National Bank of Canada Full timeJoining National Bank Investments (NBI) means growing in a dynamic environment and having the opportunity to learn and progress within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction. The words "impossible" and "status quo" are not part of our vocabulary. NBI is an investment fund management firm...
-
Manager, Portfolio Management
1 week ago
Montréal, Canada PSP Investments Full timeABOUT US We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal...
-
Portfolio Manager, Data
1 week ago
Montréal, QC, Canada Aspire Software Full time**Valsoft** Established in Canada in 2015, Valsoft acquires and develops vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries or niche. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment...
-
Portfolio Manager
1 week ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Financial Group is looking for a Portfolio Manager to join our aPMO to support our corporate sector. Do you have the ability to influence while developing lasting and effective partnerships? Do you have the adaptability, rigor and natural leadership skills that you want to bring to the table? A great opportunity is available to you! **Your...
-
Portfolio Manager
2 weeks ago
Montréal, Canada Valnet Full time**Who we are**: Valnet Inc. is a digital media company that specializes in content distribution. Valnet has rapidly grown to become a leader and global trendsetter in content creation and distribution. Our core business lies in acquiring some of the trendiest entertainment news websites and investing our resources into growing them into leading global brands...
-
Program Manager
2 weeks ago
Montréal, Canada Fresche Solutions Full time**FRESCHE SOLUTION IS LOOKING FOR A PROGRAM MANAGER - **REMOTE NORTH AMERICA** **WHY JOIN FRESCHE?** We believe in leading our industry, we believe in innovation, we believe in delighting our customers, guaranteeing their success, and ensuring that 100% of our customers are referenceable. Our distinct company culture makes us a top employer, as well a...
-
Manager, Portfolio Management
2 weeks ago
Montréal, QC H3B 5E7, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Manager, Portfolio Management
5 days ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
Portfolio Manager, Managed Programs
1 month ago
English Below ÉNONCÉ DU POSTE : Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à l'échelle nationale. Le candidat idéal est bilingue en français et en anglais, avec une expertise éprouvée en stratégies d'investissement et en construction de portefeuille. Relevant directement du DSI, vous travaillerez en étroite collaboration avec notre réseau de conseillers pour offrir des solutions de portefeuille innovantes grâce à de solides compétences techniques et une communication claire. C'est une occasion passionnante de jouer un rôle clé dans l'élaboration des stratégies d'investissement au sein de l'un des principaux gestionnaires de patrimoine indépendants du Canada. RESPONSABILITÉS : Construire et gérer des solutions de portefeuille multi-actifs pour le courtier et les partenaires corporatifs affiliés; Surveiller la performance du portefeuille et de la stratégie afin d'assurer l'alignement avec les déclarations de politique d'investissement et des allocations efficaces; Partenariat avec des équipes de conseillers pour fournir des conseils sur la construction de portefeuille, des recommandations de produits et des analyses; Soutenir le processus d'approbation des produits par le concessionnaire par la diligence raisonnable et des examens continus, en mettant l'accent sur les mandats sur les actifs alternatifs; et Contribuer aux présentations et rencontres avec les clients en soutien aux programmes gérés par les concessionnaires. QUALIFICATIONS : 5+ ans d'expérience en tant que gestionnaire de portefeuille ou stratège, avec un accent sur les solutions multi-actifs Détenteur de la charte CFA Solides compétences en communication avec une expérience éprouvée en soutien aux conseillers en vente au détail Personne autonome qui s'épanouit dans un environnement collaboratif avec une petite équipe Maîtrise du français et de l'anglais requise COMPENSATION : Correspondant à l'expérience Si vous souhaitez postuler à ce poste, veuillez transmettre une lettre de motivation et un CV en toute confiance à careers@worldsourcewealth.com. Worldsource s'engage à assurer l'accessibilité à l'emploi et à garantir un accès égal aux opportunités d'emploi pour les candidats, y compris les personnes en situation de handicap. Conformément à l'AODA, Worldsource s'efforcera d'offrir des accommodements raisonnables aux personnes en situation de handicap lors du processus de recrutement sur demande. Si vous êtes sélectionné pour une entrevue et que vous avez besoin d'accommodements en raison d'un handicap pendant le processus de recrutement, veuillez en informer le gestionnaire d'embauche lors de la prise de rendez-vous. Nous remercions tous les candidats pour leur intérêt, mais seuls ceux sélectionnés pour une entrevue seront contactés. ----------------------------------------------------------------------- JOB STATEMENT: We are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi-asset portfolios that support retail advisors and their clients nationwide. The ideal candidate is bilingual in French and English, with proven expertise in investment strategies and portfolio construction. Reporting directly to the CIO, you will work closely with our advisor network to deliver innovative portfolio solutions through strong technical skills and clear communication. This is an exciting opportunity to play a key role in shaping investment strategies within one of Canada’s leading independent wealth managers. RESPONSIBILITIES: Building and managing multi-asset model portfolio solutions for the dealer and affiliated corporate partners; Monitoring portfolio and strategy performance to ensure alignment with investment policy statements and efficient allocations; Partnering with advisor teams to provide portfolio construction guidance, product recommendations, and analysis; Supporting the dealer’s product approval process through product due diligence and ongoing reviews, with a focus on alternative asset mandates; and Contributing to presentations and client meetings in support of the dealer’s managed programs. QUALIFICATIONS: 5+ years of experience as a Portfolio Manager or Strategist with a focus on multi-asset solutions CFA charter holder Strong communication skills with proven experience supporting retail advisors Self-starter who thrives in a collaborative, small-team environment Fluency in French and English is required COMPENSATION: Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
