Portfolio manager

4 weeks ago


Montreal Quebec, Québec, Canada Bloomridge Full time

Company Description

Bloomridge is an investment management firm based in Montreal. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management and consolidated reporting.


Role Description

We are looking for an experienced Portfolio Manager / Financial Planner with an existing portfolio of clients to join our team. We are seeking independent thinkers with an entrepreneurial mindset and a strong desire to grow and succeed.


We value diversity, equity and inclusion, as we think the best ideas come from a broad range of different individuals with diverse identity, experience and background to create an environment of growth and sucess.


Qualifications

  • Existing relationships and a portfolio of clients
  • Analytical Skills, Finance, and Portfolio Management
  • Experience in Investments and Trading
  • Strong understanding of financial markets and investment strategies
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Attention to detail and strong organizational skills
  • Relevant professional certifications (e.g., CFA) are a plus
  • Bachelor's or Master's degree in Finance, Economics, or related field

  • Portfolio Manager

    4 weeks ago


    Montreal, Quebec, Québec, Canada Nantis Asset Management Inc. Full time

    Nantis Asset Management Inc. is a rapidly growing investment manager serving global clients. Our current business is to structure and manage portfolios of junior mining companies to provide tax benefits to investors, and we have ambitious plans to expand much beyond that. We have an exciting position for the right candidate with entrepreneurial spirits:...

  • Portfolio Associate

    3 weeks ago


    Montreal, Quebec, Québec, Canada Valnet Full time

    Who we are:Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their respective environments, Valnet is...

  • Portfolio Associate

    1 week ago


    Montreal, Quebec, Québec, Canada Valnet Full time

    Who we are:Valnet Inc., the world’s premier media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their respective environments, Valnet is...

  • Payroll Manager

    3 weeks ago


    Montreal, Quebec, Québec, Canada Portfolio Payroll - Canada Full time

    About the company: A renowned global manufacturing company are actively searching for an experienced Payroll Manager to join their team in Montreal on an interim basis. Upon successful completion of the contract, they aspire to transition this individual into a permanent full-time role. Responsibilities:Handling payroll for over 1000 employeesResponsible for...


  • Montreal, Quebec, Québec, Canada Breakthru Beverage Group Full time

    Job DescriptionOverview: Breakthru Beverage Canada (BBC) is the leading Sales Broker in the Canadian marketplace representing suppliers such Diageo, Casamigos, Aquilini Brand, Lucas Bols. At BBC, we put a premium on building a strong team culture and we measure success through the daily practice of our Breakthru values. With this foundation in place, we...

  • Head of Finance

    1 day ago


    Montreal, Quebec, Québec, Canada Camino Search Full time

    Camino Search is thrilled to be partnering with an exciting SaaS corporation in Montreal. The business has just established a new portfolio and is seeking an ambitious and driven finance professional to lay the foundations and operate. This is a fantastic opportunity with huge scope to grow the function and become a key leader in the business. Ideally you...


  • Montreal, Quebec, Québec, Canada The Mirillion Group Full time

    We are seeking a Senior Underwriter to join our expanding team, responsible for managing a portfolio of property and casualty (P&C) business within the Quebec region. This role entails cultivating relationships with key broker partners and clients, contributing to operational enhancements, and ensuring profitable growth.Responsibilities:Oversee a portfolio...


  • Montreal, Quebec, Québec, Canada Valnet Full time

    Compensation AnalystWho we are:Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are mission-critical in their...

  • Account Manager

    3 days ago


    Quebec City, Quebec, Québec, Canada National Bank Full time

    A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. Your Job: Identify and develop business opportunities in your...


  • Montreal, Quebec, Québec, Canada Egon Zehnder Full time

    The Opportunity*Please submit application materials in English* We are seeking a highly motivated and proactive Senior Business Analyst to join our Expert team serving North America based in Montreal. In this fast-paced role, the Senior Business Analyst will be responsible for guiding internal client teams of consultants and other Experts in the execution of...


  • Montreal, Quebec, Québec, Canada AutoTrader.ca Full time

    Coordonnateur (trice) du crédit et du recouvrementRelevant du directeur principal, Crédit et recouvrement, le coordonnateur ou la coordonnatrice gérera et recouvrera les comptes débiteurs pour des groupes de concessionnaires de haut niveau, des comptes nationaux et d'autres comptes assignés. Le coordonnateur ou la coordonnatrice soutiendra le...

  • Graphic Designer

    1 month ago


    Montreal, Quebec, Québec, Canada RaisaHR Full time

    Le français suivraRaisaHR is conducting this search on behalf of their client. Details below. About:A Montreal-based company that designs and manufactures products sold around the world is looking for a junior graphic designer to join their team. This would be an onsite role and will require travel. Key Responsibilities: Design and produce digital and print...

  • Medical Advisor

    1 month ago


    Montreal, Quebec, Québec, Canada Theratechnologies Inc. Full time

    Medical Advisor | EndocrinologyPosition SummaryTheratechnologies’ is a company with a Global Medical Affairs organization that is truly unique. Medical Affairs focuses in three therapeutic areas with specific patient types in order to improve quality and length of life. Our teams focus on the metabolic health of the HIV population including the long‐term...


  • Montreal, Quebec, Québec, Canada Axium Infrastructure Full time

    Ce poste est une création d'emploi suite à une croissance importante de nos besoins en matière de conformité fiscale aux États-Unis.RESPONSABILITÉS Responsabilités en matière de conformitéExaminer et/ou préparer diverses déclarations fiscales et formulaires fiscaux (par exemple, déclarations et extensions d'impôt sur le revenu des...


  • Montreal, Quebec, Québec, Canada Merck Canada Full time

    Service vétérinaire, Animaux de compagnieEmplacement du poste : Région de l’EstRelevant du Directeur associé, Services vétérinaires, Animaux de compagnie, le Vétérinaire de soutien région de l’Est, Canada est chargé de fournir une assistance vétérinaire à l'équipe Animaux de compagnie de la division Santé animale, aux vétérinaires et...


  • Montreal, Quebec, Québec, Canada Merck Canada Full time

    Service vétérinaire, Animaux de compagnieEmplacement du poste : Région de l’EstRelevant du Directeur associé, Services vétérinaires, Animaux de compagnie, le Vétérinaire de soutien région de l’Est, Canada est chargé de fournir une assistance vétérinaire à l'équipe Animaux de compagnie de la division Santé animale, aux vétérinaires et...

  • Artiste Conceptuel

    1 week ago


    Montreal, Quebec, Québec, Canada VIBRANT Marketing Full time

    VIBRANT est une agence de marketing commercial de premier plan en Amérique du Nord. Nous favorisons la réussite de nos partenaires en leur proposant des expériences engageantes et des stratégies efficaces.Nous sommes actuellement à la recherche d’une ou d’un artiste conceptuel spécialisé dans la création d’expériences immersives pour se...


  • Montreal, Quebec, Québec, Canada TekWissen ® Full time

    Position: Senior Loan Administrator Location: Montréal QC H3A 2A6 Duration: 9 Months Job Type: Contract Work Type: Onsite Shift: 8:00am to 5:00pm Job Description: MAIN RESPONSIBILITIES Provides on-going quality and professional service that supports the lending activities of a designated customer and marketing group, working as a cooperative partner...


  • Montreal, Quebec, Québec, Canada FI Group Full time

    FI Group is an international innovation consulting firm seeking a SR&ED / Grants Technical Consultant to join our team in Montreal. FI Group currently operates in 14 different countries and has over 1,400 employees This opportunity would ideally suit someone with a real passion for Innovation programs and curiosity about Tax Credits. The role is perfect for...

  • Technical Consultant

    1 month ago


    Montreal, Quebec, Québec, Canada FI Group Full time

    FI Group is an international innovation consulting firm seeking a SR&ED / Grants Technical Consultant to join our team in Montreal. FI Group currently operates in 14 different countries and has over 1,400 employees This opportunity would ideally suit someone with a real passion for Innovation programs and curiosity about Tax Credits. The role is perfect for...