Investment Portfolio Coordinator

Join to apply for the Portfolio Assistant role at BMO Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. Assists in preparing new business proposals or presentations to...

A leading financial institution in Oakville is seeking an Investment Analyst to join their team. In this role, you will analyze individual stocks, ETFs, and other securities to create and update model portfolios. The ideal candidate will have a Bachelor's degree in Finance, three years of experience in the securities industry, and possess relevant...

Application Deadline:01/20/2026Address:360 Oakville Place Drive Job Family Group:Wealth Sales & ServiceProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.Assists...

**Job Summary** Supervising Portfolio Manager for the firm’s discretionary Advisor Managed Program for our advisors managing client assets in Canada and the United States for Manulife Wealth. A key member of the advisor-facing support team for the Advisor Managed Program, the incumbent will supervise Associate Portfolio Managers and Portfolio Managers and...

Benefits Top‑tier health and wellness benefits, including comprehensive benefits packages, a yearly health spending account and personal spending account Enhanced mental health benefits through SunLife and TELUS Health Up to $1000 per year towards professional development Pension Plan Flex‑work environment Company‑wide Employee Volunteer program (Blue...

Manulife is looking for an experienced **Investment Management Compliance Officer **( **CO **) with at least five (5) years of relevant experience. This role reports to the Chief Compliance Officer ( **CCO **) for **Manulife Private Counsel (MPC), **an Investment Counsel Portfolio Manager ( **ICPM **) regulated by the Ontario Securities Commission ( **OSC)...

OverviewIn person required. This job posting is for a current vacancy. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Assesses individual...

A career as an Investment Analyst at National Bank Financial – Wealth Management means that you’ll be part of a team of 1,000 investment advisors in the 5th largest investment brokerage firm in Canada. In this position, you’ll use your analytical mind and passion for finance to have a positive impact on our organization. Your role is to bring value to...

Date limite pour présenter sa candidature :01/20/2026Adresse :360 Oakville Place DriveGroupe de famille d'emploi :Ventes et service, Gestion de patrimoineProvides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team...

In person requiredThis job posting is for a current vacancy.A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Assesses individual client...