Senior Portfolio Analyst
3 days ago
We are seeking a highly skilled Senior Portfolio Analyst to join our team at Banque Nationale. As a key member of our portfolio management team, you will be responsible for evaluating and identifying client financial planning needs and providing tailored solutions.
Key Responsibilities- Evaluate client financial planning needs and develop customized solutions
- Prepare and review comprehensive financial plans for clients
- Develop and maintain relationships with clients to ensure their financial goals are met
- Collaborate with cross-functional teams to deliver exceptional client service
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance
- Bachelor's degree and 4 years of relevant experience or Master's degree and 1 year of relevant experience
- Hold the Certified Financial Planner (CFP) designation
- Strong knowledge of financial planning and portfolio management principles
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
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Montreal, Quebec, Canada Scotiabank Full timeSenior Portfolio Analyst, Technology SpecializationWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.About the RoleThe Senior Portfolio Analyst will be responsible for:Providing...
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Montreal, Quebec, Canada Scotiabank Full timeSenior Portfolio Analyst, Technology SpecializationWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.About the RoleThe Senior Portfolio Analyst will be responsible for:Providing...
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Montreal, Quebec, Canada Scotiabank Full timeSenior Investment Portfolio AnalystJoin a dynamic and results-driven team at Jarislowsky Fraser Ltd, a leading investment firm with a commitment to delivering growth of capital in a prudent manner.We are seeking a highly skilled Senior Investment Portfolio Analyst to provide sector coverage on Technology, Media, and Telecom companies. As a key member of our...
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Montreal, Quebec, Canada Scotiabank Full timeSenior Portfolio Analyst, Technology SpecializationWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to...
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Montreal, Quebec, Canada Scotiabank Full timeSenior Portfolio Analyst, Technology SpecializationWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to...
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Montreal, Quebec, Canada Scotiabank Full timeJob DescriptionRole SummaryWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to determine current and future...
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Montreal, Quebec, Canada Scotiabank Full timeJob DescriptionRole SummaryWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to determine current and future...
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Montreal, Quebec, Canada Scotiabank Full timeJob DescriptionRole SummaryWe are seeking a highly skilled Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to determine current and future...
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Financial Portfolio Analyst
4 weeks ago
Montreal, Quebec, Canada Caisse de Dépôt et placement du Québec (CDPQ) Full timeFinancial Portfolio Analyst - Fixed IncomeAre you enthusiastic about finance and economic evaluation? At Caisse de Dépôt et placement du Québec (CDPQ), you will be instrumental in delivering thorough assessments of our fixed income portfolios. Your responsibilities will include coordinating and executing cross-portfolio evaluations, drafting reports, and...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesTechnology, Media, and Telecom sector coverage;Analyzing financial information to...
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Portfolio Analyst to join our Investment Team at Scotiabank. As a key member of our team, you will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesTechnology, Media, and Telecom sector coverage;Analyzing financial information to...
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Portfolio Finance Analyst
3 weeks ago
Montreal, Quebec, Canada CDPQ Full timeAbout CDPQ CDPQ is a global investment group committed to creating a more sustainable future for Quebec and beyond. We manage investments for millions of Quebecers, fostering economic growth and prosperity. The Role: Portfolio Finance Analyst We are seeking a highly motivated and experienced Portfolio Finance Analyst to join our Fixed Income team within...
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Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Investment Portfolio Analyst to join our Investment Team at Scotiabank. The successful candidate will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to determine current and future financial...
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Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Investment Portfolio Analyst to join our Investment Team at Scotiabank. The successful candidate will be responsible for providing sector coverage on Technology, Media, and Telecom companies.Key ResponsibilitiesConduct in-depth analysis of financial information to determine current and future financial...
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Brand Credit Analyst
5 days ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout the RoleSociete Generale is seeking a highly skilled Credit Analyst to join our Global Banking and Advisory team. As a Credit Analyst, you will play a critical role in managing a portfolio of large US corporates and subsidiaries of non-US groups in diverse industries.Key ResponsibilitiesPrepare comprehensive credit analyses, review legal documentation,...
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Brand Credit Analyst
5 days ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout the RoleSociete Generale is seeking a highly skilled Credit Analyst to join our Global Banking and Advisory team. As a Credit Analyst, you will play a critical role in managing a portfolio of large US corporates and subsidiaries of non-US groups in diverse industries.Key ResponsibilitiesPrepare comprehensive credit analyses, review legal documentation,...
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Credit Portfolio Manager
6 days ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout the RoleSociete Generale is seeking a highly skilled Credit Portfolio Manager to join our Global Banking and Advisory team. As a key member of our Credit Portfolio Management Group, you will be responsible for managing a portfolio of large US corporates and subsidiaries of non-US groups in diverse industries.Key ResponsibilitiesPrepare comprehensive...
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Credit Portfolio Manager
7 days ago
Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full timeAbout the RoleSociete Generale is seeking a highly skilled Credit Portfolio Manager to join our Global Banking and Advisory team. As a key member of our Credit Portfolio Management Group, you will be responsible for managing a portfolio of large US corporates and subsidiaries of non-US groups in diverse industries.Key ResponsibilitiesPrepare comprehensive...
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Senior Investment Advisor
2 days ago
Montreal, Quebec, Canada NBC Full timeJob Description**Job Title:** Senior Investment Advisor - Portfolio Management Expert**Job Summary:** We are seeking a highly experienced Senior Investment Advisor to join our Investment Solutions team at NBC. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best...
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Senior Investment Advisor
3 days ago
Montreal, Quebec, Canada NBC Full timeJob Description**Job Title:** Senior Investment Advisor - Portfolio Management Expert**Job Summary:** We are seeking a highly experienced Senior Investment Advisor to join our Investment Solutions team at NBC. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best...
