Wealth Management
Found in: Jooble CA O C2 - 2 weeks ago
Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals with financial, tax and legal expertise who combined their talents to identify and recommend wealth-planning investment opportunities for their clients.
Client wishes to attract leadership talent to strengthen its investment team in order to prevail in a highly competitive market and assist the Company in getting to the next level of growth.
Company is headquartered in Ottawa Ontario and is the leading Canadian wealth management agent of Canaccord Genuity Wealth Management.
Scope of Position
Reporting to the President & CEO, the Associate Portfolio Manager will be responsible for the prudent investment and management of Client’s high net worth individual portfolios while significantly driving and accelerating revenue and profit growth.He/she will need to possess a thorough understanding of appropriate investment opportunities and the ability to communicate these strategies. Working with the President & CEO he/she will evaluate the existing business development plan and work to determine the strategic focus and operational structure and processes to best achieve the company’s objectives. This includes providing day-to-day leadership for the investment team in developing, and implementing sales objectives and marketing strategies.
The ideal candidate is an intelligent, high energy individual with superb communication and interpersonal skills and a willingness to roll-up his/her sleeves and works with determination and energy to put Client on a path of sustainable growth. This person will need to work effectively with the President & CEO, management and employees to drive the company’s growth. The individual will have a track record of success and the ability to significantly scale and manage an investment portfolio to the next level.
Functional Tasks
Demonstrated ability to:
- Provide oversight and management of existing portfolios; Implement changes to portfolios in a systematic way; invest maturities, monitor and adjust asset mix when appropriate;
- Conduct appropriate research and due diligence on investment opportunities for high net worth individuals; provide investment recommendations to senior management.
- Create portfolios through consultations with President & CEO and analyst using Bloomberg, Thomson & CPMS research systems.
- Provide day-to-day leadership to a small, cohesive investment team
- Develop and administer rolling forecasts – quarterly, semi-annually and annually.
- Establish and streamline process and procedures that will increase efficiency and enhance profitability; implement Investment Policy decisions.
Preferred Experience / Education
The ideal candidate will possess a breadth of varied and progressive leadership experience in the provision of with the following characteristics:
- Bachelor’s degree and Level II Chartered Financial Analyst (CFA) program or CIM® designation
- A minimum of 3-5 years in portfolio management
- Possess strong research, analytical and financial skills; tax expertise considered an asset.
- Work related knowledge of Advent APX & Moxy systems is considered an asset.
- Possess knowledge of Bloomberg CPMS and financial modeling techniques considered an asset.
- Understand the values and financial goals of high net worth individuals while exhibiting an entrepreneurial, client centric mindset
- Superior skills at leading a youthful team. Predisposition or ability to mentor and coach.
- Experience successfully initiating and driving change within an organization. #J-18808-Ljbffr
-
Managing Chief Counsel
Found in: Jooble CA O C2 - 2 weeks ago
Toronto, ON, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and estate planning. This is a full-time on-site role for a General Counsel at Optimize Wealth Management...
-
General Counsel
Found in: Jooble CA O C2 - 2 weeks ago
Toronto, ON, Canada Optimize Wealth Management Full timeCompany Description At Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation,...
-
General Counsel
Found in: Adzuna CA C2 - 5 days ago
Toronto, ON, C6A, Ontario, Canada Optimize Wealth Management Full timeCompany DescriptionAt Optimize Wealth Management, we are the next generation in premier wealth management. Our focus is on achieving our clients' financial goals and providing personalized financial solutions. We offer a wide range of financial services, including financial planning, portfolio management, investment fund management, tax preparation, and...
-
Product Manager
Found in: Jooble CA O C2 - 2 weeks ago
Markham, ON, Canada Worldsource Wealth Management Inc. Full timeSave this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Product Manager at Worldsource Wealth Management . Direct message the job poster from Worldsource Wealth Management As a...
-
Investment Analytics
Found in: Jooble CA O C2 - 3 days ago
Toronto, ON, Canada EdgePoint Wealth Management Full timeWe’re looking for a… Product Manager for our Investment Analytics team EdgePoint Wealth Management is a Toronto-based investment firm. In fact, we believe in order to outperform in the long run, you have to be willing to look wrong in the short term. We focus on companies with strong competitive positions, defendable barriers to entry and long-term...
-
Wealth Management – Associate Portfolio Manager
2 weeks ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Wealth Management – Associate Portfolio Manager
2 weeks ago
Ottawa, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals.The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management.The organization is made up of a team of highly specialized professionals...
-
Executive Assistant
Found in: Jooble CA O C2 - 3 days ago
Toronto, ON, Canada Elite Wealth Management Full timeAs part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about...
-
Senior Financial Analyst
Found in: Jooble CA O C2 - 1 week ago
Markham, ON, Canada Worldsource Wealth Management Inc. Full timeSave this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Senior Financial Analyst at Worldsource Wealth Management . Direct message the job poster from Worldsource Wealth...
-
Regional Sales Manager Wealth Management
3 days ago
Ottawa, Canada Canada Life Assurance Company Full time**Job Description**: We’re looking for a **Regional Sales Manager to cover the Southwestern Ontario Region **with wealth business savvy and charismatic gusto to play an integral role with the Canada Life Wealth Distribution team. In this fast-paced, results-driven environment, it’s go time for you as you deliver product expertise, creative sales ideas...
-
Wealth Management
3 days ago
Ottawa, Canada Royal Bank of Canada Full time**Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...
-
Vice President, Business Development, Eastern Canada
Found in: Jooble CA O C2 - 2 weeks ago
Markham, ON, Canada Worldsource Wealth Management Inc. Full timeVice President, Business Development, Eastern Canada Direct message the job poster from Worldsource Wealth Management Amidst our continued growth at Worldsource, we are looking for a Vice President, Business Development (“VP, BD”) who will be responsible for all aspects of partner relations with Worldsource Financial Management Inc. (“WFM”) and...
-
Senior Audit Manager, Wealth Management
Found in: Jooble CA O C2 - 2 weeks ago
Toronto, ON, Canada Canadian Imperial Bank of Commerce Full timeSenior Audit Manager, Wealth Management page is loaded Senior Audit Manager, Wealth Management Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2409354 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for...
-
Operations Analyst
Found in: Jooble CA O C2 - 2 weeks ago
Markham, ON, Canada Worldsource Wealth Management Inc. Full timeOperations Analyst (18- 24 Month Contract) Operations Analyst (18- 24 Month Contract) Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Operations Analyst (18- 24 Month Contract) at Worldsource Wealth Management . Direct message the job poster...
-
Investment Services Analyst
Found in: Jooble CA O C2 - 2 weeks ago
Markham, ON, Canada Worldsource Wealth Management Inc. Full timeInvestment Services Analyst (12 Month Contract) 2 weeks ago Be among the first 25 applicants The Investment Services Analyst will be a key contributor to the Partnerships and Business Development team and will contribute to the growth of the Worldsource Dealers by using data, analytics and research in order to help all of the wealth management entities...
-
Financial / Investment Planner - Wealth Management
Found in: Jooble CA O C2 - 6 days ago
Toronto, ON, Canada ProViso Staffing Full timeStory Behind the Need: • Business Group: IWM Advisor & Client Solutions • Project: The Financial / Investment Planner– Wealth Transformation collaborates with cross-functional teams globally to define and implement business strategies, product roadmaps, and service offerings. • They contribute to the long-term profitability of International Wealth...
-
Wealth Strategist Ottawa
3 days ago
Ottawa, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Private Wealth Advisor
Found in: Jooble CA O C2 - 7 days ago
Toronto, ON, Canada Canadian Imperial Bank of Commerce Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
BSA for Portfolio Management, Wealth Management BS
Found in: Jooble CA C2 - 2 weeks ago
Toronto, ON, Canada Tata Consultancy Services Full timeAbout TCSTCS operates on a global scale, with a diverse talent base of more than 600,000 associates representing 153 nationalities across 55 countries. TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to...