Portfolio Account Executive

Job Summary: We are seeking a highly motivated and results-driven Account Portfolio Manager to join our team at CB Canada. In this role, you will be responsible for managing a portfolio of large size customers, including National Accounts and contract customers. Your primary goal will be to develop and implement sales plans that effectively market our value...

Job Overview">We are seeking a skilled Investment Operations Assistant to support our securities holdings books, records, and investor services systems in our Montreal office.">About the Role">This is an excellent opportunity for a motivated individual to join our team and contribute to ensuring accurate portfolio accounting, streamlined operations, and...

Banque Nationale du Canada is seeking a skilled Strategic Portfolio Leader to join their team. As a key member of the UMA team in Wealth Management, this role involves acting as a portfolio management specialist in the UMA turnkey solution. The successful candidate will be responsible for managing client accounts, leveraging their experience and knowledge of...

About PSP InvestmentsAt PSP Investments, we foster a culture that encourages growth, collaboration, and innovation. We're committed to providing an environment where our employees can thrive and contribute to the company's success.About the RoleWe're seeking a Portfolio Management and Operations Executive to join our team. This role is responsible for...

p>A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

RBC is seeking a highly skilled Investment Associate to join our portfolio management team. This role requires dedication and attention to detail, with a strong focus on client satisfaction and wealth management.Job OverviewThis is an exciting opportunity to work in a dynamic and collaborative environment, providing support to the portfolio management team...

About ScotiabankScotiabank is a leading bank in the Americas. Our purpose is to help our customers, their families and their communities achieve success through a broad range of advice, products and services.About Jarislowsky, Fraser LimitedJarislowsky, Fraser Limited (JFL) is a wholly-owned subsidiary of The Bank of Nova Scotia. We operate as a distinct...

A career as a Senior Portfolio Strategist at Banque Nationale du Canada means acting as a portfolio management specialist in the wealth management team. It is through your skills in managing client accounts, experience, and knowledge of portfolio management best practices that you will positively impact portfolio performance and the client experience.You...

Job SummaryWe are seeking a highly skilled Digital Account Management Portfolio Lead to manage the development of our customer account management portfolio.About the RoleDevelop and prioritize the day-to-day backlog of user stories, including acceptance criteria definitionProvide vision and direction to the Agile development team and stakeholders throughout...

US Financial Consulting ExpertRichter Consulting, Inc., a member of the Richter Group, offers financial advisory services to US-based lenders and private equity firms. As a Strategic Portfolio Manager, you will work with clients' portfolio companies, providing expertise in business assessment, cash flow forecasting, and financial reorganization.We are...

Role OverviewWe are seeking a highly skilled Investment Associate to join our team at Royal Bank of Canada. As an Investment Associate, you will be responsible for providing dedicated support to our portfolio management team in investment and money management activities.About the JobThis is a full-time salaried position with a competitive compensation...

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

Job SummaryWe are seeking a highly skilled Senior Portfolio Specialist to join our Wealth Management team at National Bank Financial (NBF). As a key member of our UMA team, you will be responsible for managing client accounts and contributing to the development of the UMA platform.About the RoleContribute to the improvement of the UMA platform and management...

Job DescriptionA high-performing Executive Banking Portfolio Manager at National Bank will be responsible for growing the portfolio of business clients assigned to them. This role requires a professional who can rapidly become the go-to resource person to their clients for their financial projects.Your Key Responsibilities:Identify and develop business...

b> LivaNova is a global medical technology company built on nearly five decades of experience and a relentless commitment to improving the lives of patients around the world. The company is listed on the NASDAQ stock exchange under the ticker symbol “LIVN.” LivaNova is headquartered in London (UK) with a presence in over 100 countries and a team of more...

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...

As a Senior Professional at National Bank Financial, this role offers a unique opportunity to excel as a Portfolio Manager within the UMA team in Wealth Management. Your skills in managing client accounts, experience, and knowledge of portfolio management best practices will positively impact portfolio performance, the client experience, and those who...