Investment Portfolio Coordinator

Bellwether is a hand‑picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career....

Bellwether is a hand‑picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career....

Who We Are Bellwether is a hand‑picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and...

Who We AreBellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.  At Bellwether, we offer the opportunity to build a rewarding and...

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...

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...

360 Oakville Place Drive Oakville Ontario,L6H 6K8Provides 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 financial services firm in Oakville is seeking a Portfolio Administrator. This role involves liaising with clients and managing account administrations, requiring strong computer skills and the ability to work well under pressure. Ideal candidates will be team-oriented and detail-focused, facilitating account openings and servicing client requests...

Application Deadline:01/20/2026Address:360 Oakville Place DriveJob 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 in...

To support our continued growth and success, Nour Private Wealth (NPW) is seeking an experienced Associate Portfolio Manager to support one of our Portfolio Managers at NPW. This role requires an analytical, detail-oriented professional with strong investment knowledge, communication skills, and an understanding of portfolio construction and regulations,...