Associate Portfolio Manager
3 weeks ago
Competitive Total Compensation Range: $90-$100K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performance-based bonuses).
Stenner Wealth Partners+
Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian/US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.
SWP+ Team Goals:
- We’re growing_ and looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.
Team website:
Team LinkedIn:
Who We Are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Responsibilities (Time Allotted %):
SWP+ PM/Analyst Team (60%);
- Work on a 6 person investment committee overseeing two portfolio models
- Monitor and maintain proprietary model portfolios daily
- Monitor security prices for entry and exit levels
- Invest incoming client funds and rebalance existing portfolios into model portfolios
- Evaluation of equity, fixed income, real estate, private asset, and alternative investments
- Sourcing of investment ideas and effective presentation of their potential to the Investment Committee
- Monitor economic and market conditions and provide both insight and opinion to the team and clients
- Execute equity, fixed income, and fx trades
Presentation of Investment Related Materials and Strategies (20%);
- Create economic and market related and provide both insight and opinion to the team and clients
- Write weekly, monthly, quarterly investment related content
- Update monthly portfolio statistics and related content
- Propose new client-centric solutions with respect to ongoing communications
- Present potentially profitable investment opportunities to clients
- Able to respond to client market enquiries effectively
- Well-balanced view of current market and economic landscape
- Correspond with clients regarding trades, portfolio activity, and market events
Client Portfolio Reviews (20%);
- Create / conduct client portfolio reviews and present sophisticated investment solutions
- Coordinate, schedule, execute follow-ups derived from Portfolio Reviews
- Regular client and prospect communication
Skills & Qualifications:
- Fully fluent in English;
- Proficiency in other languages a plus
- Able to legally work in Canada;
- Minimum 5+ years experience in the financial services industry;
- Wealth Management, Business Development, Banking, Corporate Finance, Accounting, or similar.
- Minimum 3+ years experience in associate discretionary portfolio management role or higher;
- CFA required, CFP, CPA, MBA, CIM or similar professional designation is a plus;
- IIROC-licensed as a Registered Representative;
- Canadian Securities Course and Conduct and Practices Handbook Course
- Portfolio Manager designation required;
- Experience with Investment Banking an asset;
- Understanding of the Ultra High Net Worth segment as an investment specialization;
- Strong understanding of technical analysis techniques, charting, and pattern recognition;
- Must work effectively in a team environment to jointly service clients;
- Wants to work within a winning team culture which is striving for excellence
- Must be able to work effectively with cross-functional teams within the firm;
- Authentic, Competent, and Trustworthy;
- A sense of humour and a positive, life-long learner attitude;
- High attention to detail;
- Proficient in utilizing Microsoft Excel VBA and Adobe InDesign. Basic coding experience in large positive differentiator (VBA, HTML, PHP, SQL, Python, XM
-
Associate, Portfolio Solutions
5 months ago
Vancouver, Canada Canaccord Genuity Corp. Full timeSalary Range: $75,000 - $80,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for...
-
Associate Portfolio Manager
6 months ago
Vancouver, Canada Sneaky Weasel Craft Lager Full timeUnder the guidance of the Senior Portfolio Manager and Marketing Vice President, the **Associate Portfolio Manager** champions the health, growth & vitality of assigned brands. He/she is responsible for implementing approved programs for their brand group. Included in this role will be forecasting, monitoring performance and controlling expenses within...
-
Associate Portfolio Manager, Quantitative Equity
3 months ago
Vancouver, Canada the Ladders Full timeAssociate Portfolio Manager, Quantitative EquityConnor, Clark & Lunn Investment Management Ltd. Vancouver, BC Our Quantitative Equity Team is expanding, and we are looking for talented individuals whose skills and interests are aligned with the team's mission to deliver superior investment performan
-
Associate Portfolio Manager, Quantitative Equity
2 months ago
Vancouver, Canada Connor, Clark & Lunn Financial Group Full time**Associate Portfolio Manager, Quantitative Equity** **Connor, Clark & Lunn Investment Management Ltd.** **Vancouver, BC** Our Quantitative Equity Team is expanding, and we are looking for talented individuals whose skills and interests are aligned with the team’s mission to deliver superior investment performance to our clients through a disciplined,...
-
Portfolio Manager
2 weeks ago
Vancouver, Canada Purpose Unlimited Full timeFoundation Wealth Partners is a leading boutique wealth management firm comprised of like-minded partners who work predominantly with affluent individuals, family offices, and trusts. An independent portfolio management firm that uses a leading technology platform, Foundation Wealth Partners has a turnkey business model that allows partners to run their...
-
RBC Investment Associate
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeRBC Dominion Securities Inc. Investment Associate Job DescriptionWe are seeking an Investment Associate to provide dedicated support in investment and money management activities for our high-performing Chairman Council Team.Company OverviewRBC Dominion Securities Inc. is a leading financial services company that thrives on the challenge to be our best,...
-
Investment Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeRBC Dominion Securities Inc. is seeking a skilled Investment Associate to join their team in Vancouver, BC.About the OpportunityThis role involves providing dedicated support in investment and money management activities for high-performing clients. You will work in a fast-paced environment and be responsible for managing discretionary portfolios and...
-
Strategic Portfolio Manager
3 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeJob DescriptionA typical day as a Strategic Portfolio Manager involves:Evaluating performance and adjusting portfolios on a regular basis to ensure optimal asset allocation.Building and maintaining relationships with high net-worth members, delivering tailored investment services that meet their objectives.Developing new business opportunities and...
-
Senior Portfolio Management Associate
2 weeks ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:Cypress is looking for an experienced professional to help the portfolio management team improve all aspects of the investment management process. The successful candidate must have the ability to work both in a team and independently to deliver exceptional service to clients.Your Responsibilities:Collaborate with portfolio managers to develop...
-
Associate Portfolio
3 weeks ago
Vancouver, Canada Sneaky Weasel Craft Lager Full timeUnder the guidance of the Senior Portfolio Manager, the **Associate Portfolio Manager** champions the health, growth & vitality of assigned brands. He/she is responsible for implementing approved programs for their brand group. Included in this role will be forecasting, monitoring performance and controlling expenses within budgets. Learning and receiving...
-
Associate Portfolio Manager
3 weeks ago
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities Inc. is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities downtown Vancouver office...
-
Portfolio Manager
6 months ago
Vancouver, Canada Raymond James Financial Full time**Portfolio Manager** - 2303920 An independent agency of Raymond James Ltd provides wealth management services to high net-worth individuals and their families is seeking a full-time Portfolio Manager to partner with an established Portfolio Manager in Vancouver. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality...
-
Strategic Investment Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada Vancity Full timeAbout the Role:We are seeking a highly skilled Strategic Investment Portfolio Manager to join our team at Vancity. This is an exciting opportunity for a seasoned investment professional to take on a leadership role in managing and developing investment portfolios that meet the needs of our members.Key Responsibilities:Develop and implement strategic...
-
Portfolio Manager
6 months ago
Vancouver, Canada Lululemon Full timewho we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well. We owe our success to our innovative product, emphasis...
-
Portfolio Associate
3 weeks ago
Vancouver, British Columbia, Canada BMO Full time## Job Title: Portfolio Assistant### Job SummaryWe are seeking a highly organized and detail-oriented Portfolio Assistant to join our team at BMO. The successful candidate will provide administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.### Key Responsibilities*...
-
IT Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada PHSA Full timeJob OverviewWe are seeking a highly skilled IT Portfolio Manager to join our team at the Provincial Health Services Authority (PHSA). As an IT Portfolio Manager, you will have direct responsibility for the designated portfolio in support of technology solutions within healthcare across the province.About the RoleThe IT Portfolio Manager will provide...
-
Rental Property Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada FirstService Residential Full timeAbout FirstService ResidentialWe are a leading property management company, providing exceptional services to over 9,000 residential communities across the United States and Canada.Our commitment to associate satisfaction and growth has earned us a Great Place to Work certification, demonstrating our dedication to fostering a positive and inclusive workplace...
-
Customer Experience and Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada EightSix Network Full timeAbout the RoleWe are seeking an experienced Customer Experience and Portfolio Manager to join our team at EightSix Network. As a key member of our organization, you will be responsible for managing and developing a team that handles both commercial and retail customers across Canada.The ideal candidate will have 5+ years' experience in the retail and...
-
Senior Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada CB Canada Full timeJob Title: Senior Portfolio ManagerJob Summary:CB Canada is seeking a Senior Portfolio Manager to lead the team in a fast-paced environment. The ideal candidate has proven leadership abilities and excellent communication skills to drive and motivate a team. Key responsibilities include leading a large team across multiple locations, identifying areas for...
-
Commercial Banking Portfolio Manager
7 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeGrow your career in our Commercial Banking team, where you'll be responsible for managing a portfolio of clients with moderate to high credit risk. This role offers the opportunity to work in a fast-paced environment, requiring strong organizational skills and the ability to prioritize tasks effectively.About the RoleThis Senior Client Relationship Manager...