Wealth Management Portfolio Administrator

A leading financial institution in Ottawa is seeking a Portfolio Administrator for an 18-month contract. This role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. The ideal candidate should have a university degree in a relevant field and strong relationship management skills. Responsibilities...

A leading financial institution in Ottawa is seeking a PIC Portfolio Administrator for an 18-month contract. The role focuses on client service, supporting Relationship Managers, and enhancing business development strategies. Ideal candidates should have a university degree in a relevant field and possess strong relationship management skills....

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

PIC Portfolio Administrator - 18 month contract Join to apply for the PIC Portfolio Administrator - 18 month contract role at Scotia Wealth Management. Purpose To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development...

Requisition ID: 244480ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Client is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...

Requisition ID: 211300 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 Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

Requisition ID: 233801 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Portfolio Manager, National Team, you will provide discretionary portfolio management services to higher net worth MD clients nationally in a virtual environment and reports to the Director, MD PIC Practice Lead MDPIC. This...

About Doherty & Associates Doherty & Associates is a subsidiary of AGF Investments Inc. and a private investment counsel firm that builds custom portfolios for private clients, foundations, and institutions. Doherty works with individual clients in all aspects of their finances to create a plan that helps them achieve their unique goals. Learn more about who...