Hybrid Client Portfolio Manager — CFA, Bilingual Leader

1 week ago


Montreal administrative region, Canada Empire Life Full time

A leading financial services provider in Quebec is seeking a Client Portfolio Manager to join their Investments team. This role involves direct engagement with clients, managing investment portfolios, and providing leadership to the team. The ideal candidate will have over 10 years of experience and be bilingual in French and English. Responsibilities include collaborating with sales teams, analyzing portfolio performance, and maintaining strong client relationships. The position offers a competitive compensation package and flexible working arrangements.
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