Financial Services – Senior Investment Manager

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

p>Co-operators Financial Services is a leading Canadian financial services cooperative offering multi-product insurance solutions, wealth management products, as well as services and advice that contribute to financial stability and security. With over $56 billion in assets under management, we offer security and financial solutions through property &...

Are you a highly skilled and motivated individual looking for a challenging role in the financial services industry?About MD Financial ManagementMD Financial Management is a Canadian wealth management company that helps professionals achieve their long-term financial goals. Our team of experienced advisors provides personalized advice and guidance to help...

About AlternaAlterna Savings and Credit Union Limited, known as the Good in Banking, has been transforming lives for over 115 years by creating financial services that give back to the community.Job DescriptionWe are seeking a skilled Senior Investment Manager to join our team. As a key member of our wealth management team, you will be responsible for...

We are seeking a highly skilled Strategic Investment Officer to join our team at GS Financial Services. In this role, you will be responsible for developing policies and administering programs to promote industrial and commercial business investment in rural and urban areas.About the RoleThis is a permanent position working 35 hours per week. The successful...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

Minimum Requirements:Approximately 10 years direct, relevant work experience in private equity investments.Approximately five years direct, relevant work experience in mezzanine financing.Graduate level studies in a relevant field.Track record of positive investment outcomes.CFA designation or similar.Background with deep modeling skills; ability to review...

1600 Carling Ave Ottawa Ontario,K1Z 1B4 BMO Private Investment Counsel Inc. (BPIC), part of BMO Financial Group and BMO Private Wealth Canada, is one of Canada’s leading Private Investment Counseling firms with over $40 Billion in assets under management. BPIC provides its clients a comprehensive approach to discretionary investment counseling and...

Requisition ID: 210269 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team in Ottawa. Reporting to the Regional Manager,...

**About the job** **Position Overview**: As a Financial Advisor, you will provide expert financial guidance to clients, build long-term relationships, and helping them plan and achieve their financial objectives. You will work closely with clients to assess their needs, provide tailored financial plans, and recommend suitable investment and insurance...

1600 Carling Avenue Ottawa Ontario,K1Z 1B4 Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the...

At NGE Sports, we are seeking a highly experienced and skilled Senior Financial Strategist to join our team. This is a part-time position (3-4 days a week) that requires expertise in financial management, contract and regulatory compliance, and leadership skills.About the RoleThe Senior Financial Strategist will oversee all aspects of the organization's...

p>1600 Carling Avenue Ottawa Ontario, K1Z 1B4 Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the...

Job OverviewWe are seeking an experienced Senior Private Equity Investment Manager to join our team at Stonewood Group Inc. This is a unique opportunity to leverage your expertise in private equity investments and contribute to the growth of our organization.About the RoleThis is a key leadership position responsible for sourcing, evaluating, and managing...

About the RoleWe are seeking a skilled Senior Investment Consultant to join our team in Ottawa, ON. As a key member of our team, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service.Key ResponsibilitiesConduct comprehensive financial reviews for assigned clients, including...

Scotiabank: A Leading Financial InstitutionWe are seeking an experienced Senior Portfolio Manager to join our team at Scotiabank. As a key member of our Private Investment Counsel group, you will be responsible for overseeing and leading a team of investment professionals in Eastern Canada.About the RoleThe Senior Portfolio Manager will be accountable for...

Job OverviewThis Senior Financial Services Director position is a fully mobile role, requiring constant travel between client locations and offices. Based in Ottawa, Ontario, Canada, the successful candidate will be responsible for leading a team of Investment Specialists in an assigned market area.

About the Role:Scotiabank is looking for a highly skilled Senior Financial Consultant to join our team in Ottawa. This is an exciting opportunity to contribute to the overall success of the MD Client Value Performance in Canada.The ideal candidate will have a minimum of 5 years' experience providing financial advice within the financial services industry, a...

**Posting Date**: Sep 23, 2024, 11:14:06 AM **Primary Location**: Ontario-Ottawa **Job Type**: Permanent **Schedule**: Full-time EDC is Canada’s export credit agency, offering information, knowledge and innovative commercial solutions to help Canadian exporters and investors expand their international business. We take on risk so Canadian businesses...

Job SummaryOntario Inc. is seeking a highly skilled Senior Financial Operations Manager to oversee the organization's financial operations and budget activities, ensuring optimal financial performance.Job DescriptionWe offer a competitive salary range of $120,000 - $150,000 per year, depending on experience.As a key member of our finance team, you will be...