Client-Facing Portfolio Manager

Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...

Job descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...

Job descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...

Job descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...

Job descriptionWe are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are good...

Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...

Job description We are actively looking for people to join our Portfolio Management and Financial Advisory Team in our Toronto Head Office. This role requires familiarity with all core aspects of wealth management such as investments, financial planning, tax planning, will and estate planning, and insurance. If you have a financial background and you are...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. Job...

**About GWL Realty Advisors**: GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, trusted advice, and outstanding service by consistently fulfilling our mission to...

At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...

Creative Niche is partnering with one of Canada's fastest growing Digital Marketing Agencies. We are looking for a Client Success Manager with Google Ads experience. This person will be the liaison between clients and their dedicated Google Ads team, ensuring seamless communication and documentation. As the CSM, you take the formal meaning of a client's...

Creative Niche is partnering with one of Canada's fastest growing Digital Marketing Agencies. We are looking for a Client Success Manager with Google Ads experience. This person will be the liaison between clients and their dedicated Google Ads team, ensuring seamless communication and documentation. As the CSM, you take the formal meaning of a client's...

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses...

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 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...

Role: Manager – IT Infrastructure - Bilingual (English and French) Location: Suite 1000, Ottawa, Ontario K2P 1L4 Duration: Fulltime Job Details: -Must have Education background in IT and 7-9 years of experience, having worked on End User IT Equipment setup and management including Windows 10, Windows 11, Group Policies, Security Compliance, Intune,...

Role: Manager – IT Infrastructure - Bilingual (English and French) Location: Suite 1000, Ottawa, Ontario K2P 1L4 Duration: Fulltime Job Details: -Must have Education background in IT and 7-9 years of experience, having worked on End User IT Equipment setup and management including Windows 10, Windows 11, Group Policies, Security Compliance, Intune,...

As the Retention Specialist plays a key role in driving growth by ensuring the satisfaction and loyalty of our existing clients through a superior service strategy. This position involves identifying clients with additional needs and successfully closing upsell and new business opportunities. You will manage the retention, renegotiation, and renewal of...

**Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD General **Pay Details**: **Department Overview**: **Wealth Shared Services Governance & Control (G&C) is responsible for managing the overall risk management and governance for TD Wealth. The Portfolio Management Oversight Team, which is part of the broader Governance &...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. Process and check other administrators daily cash flows from custodians and clients. - Notify Portfolio Managers and Traders of large cash flows and odd activities. - Follow and complete opening and closing procedures for client...

Company Description Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients'...