Pic Associate Portfolio Manager

5 months ago

Edmonton, Canada TD Bank Full time

**Work Location**:
Edmonton, Alberta, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a team with a Portfolio Manager.**

**KEY ACCOUNTABILITIES**

**CUSTOMER**
- **Maintain and grow the client base by determining the appropriate portfolio structure for clients’ assets mix, geographic/currency diversification and equity and fixed income styles**:

- **Delivery of client experience, through the completion of a Wealth Plan and the introduction to Wealth Partners**:

- **Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues**:

- **Develop investment strategies that are in line with the client’s goals and objectives**:

- **When working in a team, assist the Portfolio Manager where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required**:

- **Act as a secondary contact to the Portfolio Managers where required for client relationships**:

- **Efficiently manage client experience through strong communication and interpersonal skills**

**SHAREHOLDER**
- **Contribute to the achievement of business objectives by proactively managing customers ,to increase profitability and enable business growth**:

- **Contribute to various operational activities and processes as assigned**:

- **Maintain and grow the client base by determining the appropriate portfolio structure for clients’ assets mix, geographic/currency diversification and equity and fixed income styles**:

- **Consistently provide clients with expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues**:

- **Develop investment strategies that are in line with the client’s goals and objectives**:

- **Assist the Portfolio Managers where required in the preparation of presentations, marketing and other materials for client, prospect and partner meetings when required**:

- **Act as a secondary contact to the Portfolio Managers where required for client relationships**:

- **Ensure necessary due diligence to support the accuracy of all customer transactions / activities**:

- **Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts**:

- **Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite**:

- **Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct**

**EMPLOYEE / TEAM**
- **Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest**:

- **Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit**:

- **Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques**:

- **Participate in personal performance management and development activities, including cross training within own team**:

- **Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities**:

- **Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.**:

- **Contribute to a fair, positive and equitable environment that supports a diverse workforce**:

- **Act as a brand champion for the business area/function and the bank, both internally and/or externally**

**BREADTH & DEPTH**
- **Experienced working professional role with a focus on providing business development, customer relationship management and / or sales advisory support within their own area of specialty**:

- **Requires an in-depth understanding of products/services and key competitors**:

- **Identifies referral opportunities across business lines and segments**:

- **Understands the business and technical principles that underpin the design and delivery of the products and services provided**:

- **Possesses a solid understanding of the business, the competitive landscape and economic/market issues**:

- **May serve as a product or customer segment knowledge resource**:

- **Coordinates the identification, pursuit or management of **accounts/opportunities **with others while taking a primary role in managing the relationship**:

- **Solves moderately complex problems by taking a new perspective on existing product and service solutions**:

- **Exercises judgement in planning and developing c

  • PIC Portfolio Administrator

    2 months ago

    Edmonton, Canada Scotiabank Full time

       Requisition ID: 208566Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job:  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 related...

  • Pic Private Client Service Associate

    6 months ago

    Edmonton, Canada TD Bank Full time

    **PIC Private Client Service Associate**: - 423775BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...

  • Market Lead, Private Investment Counsel

    2 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 208034 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: The Market Lead oversees and leads a team of investment professionals in the Western Region market who are responsible for the achievement of defined revenue production goals. This is a producing role therefor the...

  • Pic Private Client Service Associate

    2 months ago

    Edmonton, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel **provides the highest level of...

  • Portfolio Manager

    5 months ago

    Edmonton, Canada GEF Seniors Housing Full time

    **Take the lead with GEF Seniors Housing**, the largest provider of subsidized seniors’ housing in Alberta and a dedicated registered charity. We are passionate about supporting the quality of life for seniors in every facet of our operations, and we are searching for a like-minded professional to fill our Portfolio Manager role. Reporting to the Director...

  • Portfolio Manager

    5 days ago

    Edmonton, Canada GEF Seniors Housing Full time

    Take the lead with GEF Seniors Housing, the largest provider of subsidized seniors’ housing in Alberta and a dedicated registered charity. We are passionate about supporting the quality of life for seniors in every facet of our operations, and we are searching for a like-minded professional to fill our Portfolio Manager role. Reporting to the Director of...

  • Industrial Property Portfolio Manager

    7 days ago

    Edmonton, Alberta, Canada Three Property Management Group Full time

    Three Property Management Group is seeking an experienced Commercial Property Manager to oversee the operation and maintenance of our portfolio in Edmonton.Estimated Salary: $80,000 - $110,000 per annum, depending on experience.The ideal candidate will have a Real Estate Associate License and at least 3 years of relevant Commercial Property Management...

  • Senior Portfolio Manager

    3 weeks ago

    Edmonton, Alberta, Canada Alberta Health Services Full time

    Job Summary:The Senior Portfolio Manager will provide strategic leadership and administrative oversight to the Adult Community and Suburban Clinics portfolio. This includes providing direction, inspired leadership, and organization for initiatives and programs to ensure that patients/clients are offered a high quality of specialized recovery focused care...

  • Strategic Portfolio Manager

    1 month ago

    Edmonton, Alberta, Canada Aviva Full time

    Drive Business Performance in MGA PortfolioAs a key member of the Aviva team, you will be responsible for driving the business performance of the Managing General Agents (MGA) portfolio. This strategic position requires a strong understanding of the MGA business and the ability to develop and implement strategies to drive growth and profitability.Key...

  • Portfolio Initiatives Manager

    6 months ago

    Edmonton, Canada University of Alberta Full time

    **Office of the Provost & Vice-President (Academic)**: - Competition No. **A104752764** - Closing Date **Will remain open until filled.** This position is excluded from the bargaining unit. In accordance with the Handbook of Employment for Management and Professional Staff (Excluded), this position offers a comprehensive benefits package that can be...

  • Portfolio Manager

    6 months ago

    Edmonton, Canada homeED Non Profit Housing Corp Full time

    **Organizational Summary** HomeEd is on a mission to provide Edmononians with quality affordable housing. Our team goes to work every day driven by our purpose that _Better Housing Can’t Wait_ and that we can achieve our vision ofreimagining affordable housing as sustainable, growing, and valued throughout Edmonton. Whether we’re developing new...

  • Methods Analyst Ii

    5 months ago

    Edmonton, Canada City of Edmonton Full time

    **Job Number**:50046** **_ **This posting is for 1 Full-Time Temporary position that may be extended up to 18 months in accordance to Section 18.02 of the Collective Agreement **_** The Project Planning Analyst will work with areas across the Edmonton Police Service (EPS) to demonstrate the impact they are having on moving forward the Strategic Plan....

  • Financial Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    About the RoleWe are seeking a skilled and motivated Investment Advisor to join our team at Royal Bank of Canada. This is an exciting opportunity for someone who wants to build their career in financial services and help clients achieve their goals.Job SummaryThe successful candidate will have excellent people and problem-solving skills, be a self-starter,...

  • Project Manager for IS Infrastructure Portfolio

    1 week ago

    Edmonton, Alberta, Canada Vantix Systems Inc Full time

    Job Title: Project Manager for IS Infrastructure PortfolioVantix Systems Inc is seeking a skilled Senior Project Delivery Manager to oversee a team of Project Managers in Edmonton, Alberta. This position offers a hybrid work arrangement (2 days onsite/week).About the RoleThis senior-level position requires a Canadian citizen with experience in various...

  • Associate Investment Strategy

    3 weeks ago

    Edmonton, Canada WCB Alberta Full time

    As an equal opportunity employer, we are looking to build a diverse workforce that reflects the diversity of our clients and the customers we serve. Learn more about working for WCB at Careers - WCB Alberta Job Title: Associate Investment Strategy & Oversight Job Type: Permanent / Full time Job Location: Edmonton, Alberta - Associate Investment Strategy...

  • Commercial Banking Portfolio Manager

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 208793At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.About the RoleThe Commercial Banking Portfolio Manager contributes to the overall success of the Commercial Bank in Canada by executing specific individual goals, plans, and initiatives in support of the team's business...

  • Director - Portfolio & Project Management

    2 days ago

    Edmonton, Canada Government of Alberta Full time

    Role Responsibilities Reporting to the Executive Director, Strategic Planning and Reporting this strategic leadership position has responsibility to provide advice to the Assistant Deputy Minister, the Deputy Minister, and Children and Family Services (CFS) Executive team to lead and facilitate program partnerships to fulfill CFS strategic goals and...

  • Commercial Banking Portfolio Manager

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 208793At Scotiabank, we're committed to results in an inclusive and high-performing culture. About the roleThe Commercial Banking Portfolio Manager contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, and initiatives are executed in support of the team's business strategies and...

  • Portfolio Management Specialist

    1 month ago

    Edmonton, Alberta, Canada BGIS Full time

    About BGISAt BGIS, we are a leading provider of customized facility management and real estate services. Our team of over 6,500 professionals globally focuses on enabling innovation through the services we deliver, while actively seeking new opportunities to drive innovation for our clients' businesses.Job SummaryThe Portfolio Services Officer will provide...

  • Real Estate Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada CWB Full time

    About UsCWB Financial Group is a leading provider of financial services, dedicated to building value for our clients and employees.Job Title: Real Estate Portfolio Manager - Edmonton Salary Range:$85,000 - $110,000 per year, depending on experience.Location:Edmonton, AB.Job DescriptionAbout the Role:We are seeking an experienced Real Estate Portfolio Manager...