Portfolio Manager

6 months ago

Winnipeg, Canada BMO Financial Group Full time

201 Portage Avenue Winnipeg Manitoba,R3B 3K6

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
- Provides support for sales activities such as presentations, bids/proposals, and requests for information.
- Develops an effective external network to support the identification of new and increased investment/lending business opportunities.
- Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
- Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.
- Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
- Coordinates cash management product implementation and financial transaction set-up.
- Ensures consistent personnel training throughout the team.
- Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
- Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation.
- Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
- Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.
- Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
- Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
- Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
- Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
- Maintains current client information on Bank systeM/Files to ensure client history is accurate and complete.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.

**Compensation and Benefits**:
$51,800.00 - $96,500.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

  • Manager Portfolio Management

    6 months ago

    Winnipeg, Canada Canada Life Assurance Company Full time

    Manager Portfolio Management & Governance **Description: - Permanent Full Time- We are hiring a **Manager Portfolio Management & Governance.** - Investment Technology is seeking a Manager, Portfolio Management & Governance to join our team. The position is new to the area, the successful incumbent will take the lead in defining, implementing, monitoring and...

  • Portfolio Management Assistant

    2 months ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?**: As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will...

  • Strategic Portfolio Manager Leader

    2 days ago

    Winnipeg, Manitoba, Canada Western Canada Lottery Corp. Full time

    We are seeking a seasoned leader to drive the strategic execution of our Enterprise Portfolio Management Office (EPMO). As a crucial driver of Western Canada Lottery Corporation's (WCLC) success, you will oversee the coordination and management of critical portfolios, programs, and projects that align with our business objectives.Reporting to the Vice...

  • Portfolio Managers senior

    2 months ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    p>Senior Portfolio Manager, Supervision Location: This in-office position can be based out of our Toronto or Winnipeg office.

  • Senior Portfolio Manager, Supervision

    2 months ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    Senior Portfolio Manager, Supervision Location: This in-office position can be based out of our Toronto or Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group...

  • Senior Portfolio Manager, Supervision

    2 months ago

    Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

    Senior Portfolio Manager, Supervision Location: This in-office position can be based out of our Toronto or Winnipeg office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group...

  • Portfolio Administrator

    6 months ago

    Winnipeg, Canada Value Partners Investments Full time

    **Company Description** Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our...

  • Manager, Portfolio Reporting

    6 months ago

    Winnipeg, Canada GWL Realty Advisors Full time

    **About GWL Realty Advisors**: GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, trusted advice, and outstanding service by consistently fulfilling our mission to...

  • Senior Portfolio Manager, Strategic Oversight

    4 weeks ago

    Winnipeg, Manitoba, Canada Wellington-Altus Private Wealth Inc. Full time

    Join a leading wealth management firm as a Senior Portfolio Manager, Strategic Oversight. This in-office position can be based out of our Toronto or Winnipeg office.We are seeking an experienced professional to supervise the activities of Portfolio Managers with a focus on internal managed account platforms and business standards.The successful candidate...

  • Real Estate Portfolio Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Cushman & Wakefield | Stevenson Full time

    Cushman & Wakefield | Stevenson is a full-service commercial real estate firm in Winnipeg, Manitoba that provides innovative solutions in brokerage, property management, and advisory services.We are seeking an experienced Senior Property Manager to join our Commercial team. The ideal candidate will have a proven track record of managing complex portfolios...

  • Portfolio Manager, Its Service Delivery

    6 months ago

    Winnipeg, Canada Manitoba Liquor & Lotteries Full time

    Full Time Employment Opportunity | **Competition #MLL247/23-24** The Information Technology Services (ITS) Delivery Division is the driving force behind MBLL technological capabilities. ITS oversee the planning, implementation, and management of MBLL’s information technologies, ensuring cyber security and maintaining round-the-clock 24/7 technological...

  • Manager, Residential Portfolio

    6 months ago

    Winnipeg, Canada CBI Health Full time

    **Manager, Residential Portfolio** CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and innovation. Along with mentoring and...

  • Executive Portfolio Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Wellington-Altus Full time

    About the OpportunityWe are seeking an experienced Executive Portfolio Manager - Regulatory Oversight to join our team at Wellington-Altus Private Wealth. In this role, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.About the RoleThe successful candidate will have a strong...

  • Strategic Wine Portfolio Manager

    4 weeks ago

    Winnipeg, Manitoba, Canada Arterra Wines Canada Full time

    Company Overview:Arterra Wines Canada is a leading wine industry pioneer with 150 years of experience. Our success is driven by our people who work together with integrity and pride, striving to reach their fullest potential every day.We aim to inspire the simple joys of life and build wine brands people love. We are currently recruiting for a Key Account...

  • Manager of Portfolio Reporting

    4 days ago

    Winnipeg, Canada GWL Realty Advisors Full time

    GWLRA is a leader in both the commercial and multi-residential real estate industries. We believe in generating value by creating vibrant, sustainable communities that engage, excite, and inspire. Our people live our values through the work they do and the results they deliver. Our core values are keeping our word, working better together and embracing...

  • Portfolio Management Assistant

    1 month ago

    Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionPortfolio Management RoleWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a Portfolio Management Assistant, you will be responsible for supporting our Investment Counsellors with portfolio management tasks, including asset mix reviews, trade processing, and client...

  • Portfolio Resource Coordinator

    4 months ago

    Winnipeg, Canada Paladin Security Full time

    Portfolio Resource Coordinator The Portfolio Resource Coordinator (PRC) is responsible for ensuring portfolio resource coordination and strategic scheduling support for their assigned Client Service Team. This is primarily achieved through proactively addressing resource needs, filling open shifts, and reducing overtime through strategic initiatives. The...

  • Enterprise Portfolio Optimization and Benefits Lead

    6 months ago

    Winnipeg, Canada Manitoba Hydro Full time

    **ENTERPRISE PORTFOLIO OPTIMIZATION AND BENEFITS LEAD (TERM)** **WINNIPEG, MB** Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers! **_ Great Benefits_** - Competitive salary and benefits package. - Defined-benefit pension plan. - Nine-day work cycle which normally results in every other Monday off, providing for a balanced...

  • Portfolio Resource Coordinator

    4 months ago

    Winnipeg, Canada Paladin Security Full time

    Portfolio Resource CoordinatorThe Portfolio Resource Coordinator (PRC) is responsible for ensuring portfolio resource coordination and strategic scheduling support for their assigned Client Service Team. This is primarily achieved through proactively addressing resource needs, filling open shifts, and reducing overtime through strategic initiatives. The PRC...

  • Portfolio Resource Coordinator.

    4 months ago

    Winnipeg, Canada Paladin Security Full time

    Overview Paladin Security: Making the World a Safer and Friendlier Place! Do you have superior customer service skills and a passion for helping people? Are you able to think quickly on your feet and defuse difficult situations? Your track record of handling a great deal of responsibility combined with your varied life experience and enthusiasm for a...