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Portfolio Specialist

1 month ago


Montreal, Quebec, Canada National Bank Full time
Portfolio Manager Role

A career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution.

Key Responsibilities
  • Manage client accounts with expertise in portfolio management
  • Utilize skills and experience to optimize portfolio performance
  • Stay up-to-date with market trends and portfolio management best practices

As a Portfolio Manager, you will be responsible for providing exceptional portfolio management services to clients, leveraging your knowledge and experience to deliver tailored solutions that meet their unique needs.