Portfolio Manager

Role As the HR Director, you work closely in support of the CEO and the leadership team to develop and implement talent strategies and programs that are aligned to the overall business objectives. In this role, you are accountable for strategies around attracting, retaining and developing talent. Other accountabilities include managing employee...

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'...

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'...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash balances with custodian...

Overview The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure effective communication flow. Key Responsibilities - Reconcile client portfolio cash balances with custodian...

Join a Challenger Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

Join a Challenger Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...

Requisition ID: 211744 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are seeking a highly skilled and analytical **Interest Rate focused Portfolio Manager **to join our Core Fixed Income team (CFIT). As a Interest Rate Portfolio Manager, you are responsible for making investment recommendations...

Our Toronto/Montreal based client is seeking an experienced Portfolio Manager to join their organization on a permanent full-time basis. This will be a hybrid work setting with 3 on-site days required. Candidates can based in either Montreal or Greater Toronto Area. The Portfolio Manager, you will govern the planning and delivery of IT project portfolios,...

Role As the HR Director, you work closely in support of the CEO and the leadership team to develop and implement talent strategies and programs that are aligned to the overall business objectives. In this role, you are accountable for strategies around attracting, retaining and developing talent. Other accountabilities include managing employee relation...

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...

   Requisition ID: 211744Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are seeking a highly skilled and analytical Interest Rate focused Portfolio Manager to join our Core Fixed Income team (CFIT). As a Interest Rate Portfolio Manager, you are responsible for making investment recommendations...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doLocation: Toronto, ONThe opportunity CWB Wealth Management is an...

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...

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...

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking...

We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our growing roster of high net-worth individuals. Position Summary and Key Accountabilities: This is an administrative support opportunity for a candidate looking...