National Wealth Portfolio Manager
2 weeks ago
A leading financial institution in Canada seeks a Portfolio Manager to provide discretionary management services to high net-worth clients. The successful candidate will have over 5 years of experience in investment management and be a CFA charter holder or have a CIM designation. This role requires strong client relationship skills, knowledge of macroeconomic issues, and regulatory compliance. Join a purpose-driven team committed to high performance and inclusivity.
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National Portfolio Manager
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeSelect how often (in days) to receive an alert:Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice . This position...
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Toronto, Canada Aviso Wealth Full timeA financial services provider in Toronto is looking for a National Vice President, Priority Clients to lead a team and manage a portfolio of high net worth clients. This role requires extensive experience in wealth management and strong leadership skills to foster a client-centric culture. The ideal candidate will excel in relationship management and have a...
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Toronto, Canada Aviso Wealth Full timeA financial services provider in Toronto is looking for a National Vice President, Priority Clients to lead a team and manage a portfolio of high net worth clients. This role requires extensive experience in wealth management and strong leadership skills to foster a client-centric culture. The ideal candidate will excel in relationship management and have a...
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Toronto, Canada Aviso Wealth Full timeA financial services provider in Toronto is looking for a National Vice President, Priority Clients to lead a team and manage a portfolio of high net worth clients. This role requires extensive experience in wealth management and strong leadership skills to foster a client-centric culture. The ideal candidate will excel in relationship management and have a...
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Toronto, Canada Aviso Wealth Full timeA financial services provider in Toronto is looking for a National Vice President, Priority Clients to lead a team and manage a portfolio of high net worth clients. This role requires extensive experience in wealth management and strong leadership skills to foster a client-centric culture. The ideal candidate will excel in relationship management and have a...
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Toronto, Canada Aviso Wealth Full timeA financial services provider in Toronto is looking for a National Vice President, Priority Clients to lead a team and manage a portfolio of high net worth clients. This role requires extensive experience in wealth management and strong leadership skills to foster a client-centric culture. The ideal candidate will excel in relationship management and have a...
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Wealth Advisor for UHNW Clients
2 weeks ago
Vancouver, Toronto, Montreal, Calgary, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada NW Strategic Private Wealth Management Group Full timeA private wealth management firm in Vancouver is seeking a Wealth Management & Financial Planning Advisor to manage client portfolios, conduct financial planning, and market to new clientele. The ideal candidate should possess strong communication skills, a good work ethic, and an existing network of clients. This full-time position offers a competitive...
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Wealth-Management Consultant
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Mercor Full timeWealth-Management Consultant Position: Wealth Advisor / Private Client Advisor Type: Contract Compensation: $200/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities Manage and deepen relationships with HNW and UHNW clients, delivering exceptional service and trust-based advice. Develop and implement holistic financial and investment...
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National Portfolio Manager
2 weeks ago
Toronto, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice . This position...
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National Portfolio Manager
2 weeks ago
Toronto, Canada Scotiabank Full timeRequisition ID: 239371 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to high net worth MD clients and report to the Director, MDPIC Practice Leadership & Advice. This position partners closely...