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Portfolio Manager

2 months ago

Quebec, Canada KEROSENE Full time

A renowned financial institution offering a growing and constantly evolving work environment. Join an organization that has the interests of its employees at heart and offers great visibility, rewarding work and continuous improvement, innovative software tools and a highly stimulating work environment for learning and professional development.

Salary based on experience & annual bonus - Full insurance from day 1 - Employer contribution to RRSP - 4 weeks vacation and 10 personal days - Flexible 37.5h schedule - Hybrid mode (3x/week in the office) - Attractive range of banking benefits.

Your responsibilities in a few words
  1. Assess client needs and risk tolerance
  2. Develop an appropriate written investment policy statement including collection of client personal information, determination of asset allocation
  3. Produce security analyses for capital gain/loss transfers
  4. Review credit quality and duration of fixed income investments, analyze industry allocation, and geographic allocation of equities
  5. Explain individual fund managers’ strategies to clients
  6. Conduct reviews of client portfolios
  7. Participate in networking activities to foster relationships and ensure that the value proposition
  8. Contribute to clients’ understanding and knowledge of private investment products
  9. Collaborate in the development of clients’ wealth management plans
Your assets for this position
  • CFA level 1 qualification and/or CIM qualification
  • 2 years' relevant experience including direct customer interaction
  • Completion of the CSC, Wealth Management and Group Annuity Course (an asset)
  • Financial Planner designation (an asset)
  • Outstanding customer service
  • Resourceful, collaborative and good communicator
  • Ability to listen and build trust
  • Essential Bilingualism
Summary

This is an ideal opportunity for someone who is a confident leader, who likes to put forward ideas and find solutions, who strives for excellence and knows how to set priorities. Join a collaborative team of professionals with whom you can develop a rewarding career. We offer you a prime position in a constantly evolving organization where you will play a varied key role with a high-end clientele. Are you ready for a new challenge? Don’t hesitate, this job is for you Contact us quickly for full details.

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