Investment Portfolio Manager

Job SummaryJob DescriptionKey ResponsibilitiesAs a Portfolio Management Assistant with Royal Bank of Canada, you will be responsible for working with Investment Counsellors on portfolio management work, maintaining up-to-date knowledge on investment solutions, tax, and financial planning issues. You will draft Investment Policy Statements and client...

Job Title: Portfolio Administrator, Private Investment CounselAbout the Role:We are seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service, supporting business development activities, and ensuring compliance...

Investment Research SpecialistWe are seeking a highly skilled Investment Research Specialist to join our team at Value Partners Investments. As a key member of our Global Equity team, you will be responsible for conducting in-depth research on international businesses and providing valuable insights to support investment decisions.About the Role:Conduct...

Job Title: Senior Portfolio Manager, SupervisionJob Summary:We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory...

Company OverviewWellington-Altus Financial Inc. is a leading investment dealer in Canada, founded in 2017 with over $30 billion in assets under administration.

Investment Counsellor RoleAt CI Financial, we're seeking a highly skilled Investment Counsellor to join our Private Client Group. As a key member of our team, you'll work closely with clients, advisors, and other stakeholders to provide exceptional investment management services.Key Responsibilities:Meet with clients and advisors to discuss investment goals...

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...

Job Title: Portfolio Management Leader - SupervisionAbout the Role:We are seeking an experienced Portfolio Management Leader to join our team in Supervision. As a key member of our leadership team, you will oversee the activities of Portfolio Managers within our organization, ensuring compliance with regulatory requirements and maintaining the highest...

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...

p>Value Partners Investments is seeking a highly skilled and motivated individual to join our Global Equity team. As a key member of our team, you will be responsible for conducting in-depth research on international businesses, identifying investment opportunities, and developing strategic recommendations for our clients. p>Key Responsibilities: p>Equity...

Job SummaryAs a seasoned Investment Advisor at Royal Bank of Canada, you will have the opportunity to help high-net-worth individuals, families, and business owners achieve their financial goals. With a strong brand and reputation, you will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans...

We are seeking a visionary leader to drive the strategic execution of our Enterprise Portfolio/Program Management Office (EPMO). As a key driver of WCLC's business goals, you will oversee the coordination of critical portfolios, programs, and projects.Reporting to the VP IT, this role will help refine program and project management practices and approaches,...

Enhance your career as a Financial Services Professional with Royal Bank of Canada, where you will play a key role in helping clients achieve their financial goals. With a competitive salary and unlimited earning potential, this position offers a unique opportunity for growth and development.About the RoleThis exciting opportunity is for an Investment...

Job Title: Investment AdvisorAbout the Role:We are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities Inc. As an Investment Advisor, you will be responsible for building and maintaining relationships with high-net-worth individuals, families, and business owners, providing them with personalized...

Firm: A leading portfolio management company with over $200 billion in assets under management. This role involves working as an inside sales professional for the firm, primarily focusing on calling high net worth leads that the firm provides to schedule video meetings with prospective clients and gather new assets.The firm markets its services extensively...

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...

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...

About the RoleThe Capital Planner will provide expertise in the assessment, prioritization, and recommendation of capital projects and support the development, monitoring, and management of capital plans for selected client departments within a capital portfolio, reporting directly to the Portfolio Manager.Key ResponsibilitiesProvide expertise in capital...

Job SummaryWe are seeking a highly skilled Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will create custom investment solutions for prospective and existing clients, providing world-class advice and solutions to help them achieve their long-term financial goals.About the RoleProvide tailor-made financial planning...

About the Role:Firm: A leading portfolio management company with over $200 billion in assets under management.This is an inside sales position with a focus on calling high net worth leads provided by the firm, scheduling video meetings with prospective clients, and gathering new assets for the firm.The firm actively markets their services via direct mail,...