Portfolio Management Associate
7 days ago
Responsibilities
- Support the Portfolio Manager in client interactions and follow-up processes.
- Build relationships with clients and ensure a top-notch client experience.
- Assist with onboarding new clients to Questwealth Portfolios.
- Collect and analyze customer information to determine suitability.
- Prepare daily trades and conduct suitability assessments.
- Gain expert knowledge of Questwealth Portfolios and capital markets.
- Participate in ad hoc growth and business development projects.
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Portfolio Trading Associate Manager
7 days ago
Ottawa, Ontario, Canada CI Financial Company Full timeJob DescriptionWe are seeking a highly skilled Portfolio Trading Associate to join our team at CI Financial Company. As a key member of our operations team, you will play a vital role in providing daily trading operations support to all Portfolio Management groups within the company.Key Responsibilities:Provide timely order generation processing and...
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Portfolio Manager
4 days ago
Ottawa, Ontario, Canada Q Wealth Partners Full timeJob Overview:Q Wealth Partners is a dynamic and forward-thinking firm seeking an exceptional Associate Portfolio Manager to join our team in a full-time hybrid role. This position involves delivering outstanding client experiences, supporting portfolio management processes, and contributing to impactful investment strategies.About the Role:- Develop and...
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Wealth Management – Associate Portfolio Manager
2 weeks ago
Ottawa, Ontario, Canada Stonewood Group Inc. Full timeClient is a boutique wealth management organization that provides high net worth individuals investment planning and services to meet their individual investment goals. The Company is an independent wealth management firm that is an approved agent of Canaccord Genuity Wealth Management. The organization is made up of a team of highly specialized...
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Real Estate Portfolio Manager
7 days ago
Ottawa, Ontario, Canada Chad Management Group Full timeOur company, Chad Management Group, is seeking a highly skilled and experienced Sr. Real Estate Portfolio Manager to join our team.We are a leading real estate developer in the GTA, building and managing a diverse portfolio of office, retail, residential, and hospitality properties. As a key member of our management team, you will play a critical role in...
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Real Estate Portfolio Manager
1 day ago
Ottawa, Ontario, Canada Chad Management Group Full timeChad Management Group is seeking a seasoned Real Estate Portfolio Manager to join our team. As a key member of our organization, you will be responsible for managing the full cycle of operations, acquisitions, leasing, and development of assets.About the RoleNegotiate with sellers to purchase real estate properties that meet the investor's portfolio...
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Portfolio Management Associate
7 days ago
Ottawa, Ontario, Canada Q Wealth Partners Full timeKey ResponsibilitiesManage all aspects of an exceptional client experience, ensuring high levels of satisfaction and trust through proactive communication and tailored solutions.Prepare and present materials for clients with varied levels of investment understanding, ensuring clarity and professionalism.Conduct detailed financial analysis and market research...
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Residential Portfolio Manager
3 days ago
Ottawa, Ontario, Canada MetCap Living Management Inc Full timeMetCap Living Management Inc. is a reputable property management company seeking an experienced Property Manager to oversee the operations of an assigned residential portfolio in Toronto.">">Supervise and direct Residential Managers, maintenance, and administrative staff to ensure seamless day-to-day operationsContribute to the development of operational...
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Trading Portfolio Manager
7 days ago
Ottawa, Ontario, Canada CI Financial Company Full time**About the Role:**We are seeking a skilled and experienced Middle Office Trading Associate to join our team at CI Financial Company. As a key member of our operations group, you will be responsible for providing daily trading operations support to our portfolio management teams.Main Responsibilities:Provide end-to-end trading operations support to all...
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Portfolio Growth Manager
5 days ago
Ottawa, Ontario, Canada Stonewood Group Inc. Full timeAbout the Role">We are seeking a seasoned Investment Services Director to join our team at Stonewood Group Inc. as an Associate Portfolio Manager. "> The successful candidate will be responsible for managing high net worth individual portfolios, driving revenue and profit growth, and leading a small investment team. They will need to possess strong research,...
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Senior Portfolio Trading Associate
3 weeks ago
Ottawa, Ontario, Canada CI Financial Company Full timeSenior Portfolio Trading AssociateApply locations Toronto, ON time type Full time posted on Posted 3 Days Ago job requisition id JR2974At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching...
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Portfolio Administration Associate
5 days ago
Ottawa, Ontario, Canada VPI Employment Services Full timeThe Ideal CandidateVPI Employment Services is seeking a Fund Accountant who is highly organized, detail-oriented, and proficient in Microsoft Office, particularly Excel. The successful candidate will have excellent communication and interpersonal skills, be able to work independently, and thrive in a fast-paced environment.Key Responsibilities1. Maintain...
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IT Portfolio Manager
2 days ago
Ottawa, Ontario, Canada Brookfield Renewable Partners L.P. Full timeAt Brookfield Renewable Partners L.P., we are seeking a highly skilled and experienced Technology Operations Director to join our team. As a key member of our technology leadership, you will be responsible for overseeing multiple projects across various areas, particularly regarding the integration of our software and infrastructure with new owners, as well...
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Wealth Management Portfolio Leader
5 days ago
Ottawa, Ontario, Canada Stonewood Group Inc. Full timeAbout the Role">We are seeking an experienced Investment Services Director to join our team at Stonewood Group Inc. as an Associate Portfolio Manager. "> The successful candidate will be responsible for managing high net worth individual portfolios, driving revenue and profit growth, and leading a small investment team. They will need to possess strong...
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Portfolio Manager
1 week ago
Ottawa, Ontario, Canada SE Health Full timeJoin us in re-imagining health care with the largest social enterprise in Canada. SE Health is leading a multi-year enterprise transformation project that leverages human-centered design to be at the forefront of innovation within the healthcare sector. As a leader in home care, we are expanding and enhancing our capabilities to provide personalized...
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IT Portfolio Manager
3 days ago
Ottawa, Ontario, Canada Bank of Montreal Full timeAbout the Role">">We are seeking an IT Portfolio Manager to join our team.">The successful candidate will have a strong background in IT portfolio management and leadership.">Responsibilities will include managing IT portfolios, leading cross-functional teams, and developing and delivering technology solutions that meet business needs.">We offer a...
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Director, Portfolio Management
3 weeks ago
Ottawa, Ontario, Canada Definity Financial Corporation Full timeWhat can you expect in this role?The Director, PI Portfolio Management will play a fundamental role within the Personal Insurance Portfolio Management team to ensure that Economical, as a public company, will reach its Personal Insurance portfolio objectives and commitments to its investors.Reporting directly to the Assistant Vice-President, Portfolio...
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Marketing Portfolio Specialist
2 days ago
Ottawa, Ontario, Canada Ace Management Group Full timeAce Management Group is currently seeking a Marketing Portfolio Specialist to join their team. As a key member of the organization, this individual will be responsible for managing client relationships and delivering personalized product and service recommendations.Job DescriptionThe ideal candidate will have excellent communication and interpersonal skills,...
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Portfolio Management Expert
2 days ago
Ottawa, Ontario, Canada CMHC Full timeCompany OverviewAt CMHC, we strive to contribute to a well-functioning housing system. We foster collaboration, flexibility, and trust among our teams, aiming to make a meaningful difference in the lives of Canadians.Job DescriptionWe seek an experienced Portfolio Manager with a strong background in managing private market investments. As a key member of the...
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Transportation Portfolio Manager
6 days ago
Ottawa, Ontario, Canada Jacobs Engineering Group Inc. Full timeWe are seeking a talented and experienced Transportation Portfolio Manager to join our team at Jacobs Engineering Group Inc. in Ontario, Canada.This role will involve managing a portfolio of transportation projects, as well as providing guidance on project execution and ensuring compliance with company policies and procedures.Main Responsibilities:Client...
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MGA Portfolio Manager
5 days ago
Ottawa, Ontario, Canada Zurich 56 Company Ltd Full timeAbout the RoleWe are seeking a seasoned Portfolio Manager to lead our MGA portfolio and drive business growth. Reporting to the Head of Programs, you will be responsible for managing delegated authority levels, underwriting new and renewal business, and developing strategic relationships with MGAs.