Associate Portfolio Manager
3 weeks ago
Portfolio Management Duties Include, But Are Not Limited To Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as possible. Strong communications skills with clients, QWealth Staff, and our team. Set an appropriate asset mix to match the clients’ mandates, needs, and investment restrictions. Update client KYC data and complete suitability reviews every 365 days for each client. Provide daily oversight of client trading of their portfolios while maintaining proper asset mixes in d1g1t and keep accurate and complete client documentation records for any exceptions. Monitor client portfolios to ensure they are within Mandate/IPS ranges. Respond to client inquiries/requests which require analytical detail and knowledge of investment products and the investment industry. As needed, discuss the economy, market conditions, and portfolio performance with Wealth Advisors and clients. Work closely with the client’s Financial Planner/Wealth Advisor to facilitate the integration of the financial planning and investment strategy goals. Exhibit constructive issue resolution where required. Participate in the investment committee and sub-committees. Any other functions which may require the services of an Advising Representative. Associate Portfolio Management duties, if not eligible for PM registration, consist of pre-approved advice and supervision by a Portfolio Manager. #J-18808-Ljbffr
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Associate Portfolio Manager
3 days ago
Saskatoon, Canada Quintessence Wealth Full timePortfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...
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Associate Portfolio Manager
4 weeks ago
Saskatoon, Canada Q Wealth Partners Full timePortfolio Management Duties Include, But Are Not Limited To Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as possible....
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Associate Portfolio Manager
2 weeks ago
Saskatoon, Canada Q Wealth Partners Full timePortfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...
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Associate Portfolio Manager
2 weeks ago
Saskatoon, Canada Q Wealth Partners Full timePortfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as...
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Associate Portfolio Manager
2 weeks ago
Saskatoon, Canada Q Wealth Partners Full timePortfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as...
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Associate Portfolio Manager
1 week ago
Wellman Crescent Suite , Saskatoon, Saskatchewan, Canada, ST J Apply to Q Wealth Jobs Full time $55,000 - $85,000 per yearPortfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest. Build a warm and trusting relationship with clients as much as...
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Portfolio Governance
1 week ago
Saskatoon, Canada K+S Potash Canada Full timeK+S Potash Canada (KSPC) is part of the K+S Group, with headquarters in Saskatoon, Saskatchewan; a solution potash mine and production facility located near Moose Jaw and Regina, Saskatchewan; and a potash handling and storage facility operated in partnership with Pacific Coast Terminals in Port Moody, British Columbia. We acknowledge that our Saskatchewan...
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Associate Portfolio Manager
1 week 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 Cengage Group Full timeAssociate Portfolio Manager (Bilingual & Remote) Join to apply for the Associate Portfolio Manager (Bilingual & Remote) role at Cengage Group What You’ll Do Here As an Associate Portfolio Manager (APM) on the Key Markets Team, you will support product lifecycle management, research, and go-to-market execution across our Advanced Career Training (ACT)...
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Remote Bilingual Associate Portfolio Manager
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Cengage Group Full timeAn educational technology company is seeking an Associate Portfolio Manager (Bilingual & Remote) to support product lifecycle management and market execution across various educational catalogs. You will conduct market research, collaborate with teams, and assist in managing course portfolios aimed at Canadian market expansion. The ideal candidate should...
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Senior Credit Risk Portfolio Manager
4 weeks ago
Saskatoon, Canada Nutrien Full timeNutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each day. We’re guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We’re creating an inclusive...
