Wealth Management Portfolio Strategist

Company OverviewVancity, a leading financial institution, is seeking an experienced Portfolio Manager and Wealth Strategist to join our team. As a key member of our investment counseling department, you will be responsible for providing expert advice and guidance to high net-worth individuals and organizations.SalaryThe salary range for this role is $120,000...

Unlock a Rewarding Career at Aviso WealthAviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We're seeking an experienced Portfolio Strategist, Senior to join our team.This role will be responsible for supporting the development and delivery of the sourcing strategy and operating model, as well as...

About UsNicola Wealth Management Ltd. is a leading investment management firm managing over $16.1 billion in assets across public and private markets on behalf of its clients.Overview of the RoleWe are seeking a highly motivated individual with a commitment to excellence and experience in the management of public fixed income portfolios. As a Credit Analyst,...

Job SummaryWe are seeking a skilled Insurance Portfolio Manager to join our team at Nicola Wealth Management Ltd. This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of insurance products and risk management.About the RoleIn this role, you will be responsible for assessing...

Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Enoch Wealth Inc.The ideal candidate will have a strong educational background and relevant experience in financial analysis, investment research, and market trends.

NTT DATA Services is a leading provider of digital and AI infrastructure. We are seeking an experienced Digital Portfolio Optimization Strategist to join our team in Vancouver, British Columbia (CA-BC), Canada.About the RoleThis role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk...

Wealth Preservation Specialist Role OverviewAt Ventum Financial Corp, we seek a skilled Wealth Preservation Strategist to join our team. This role is a crucial part of our client-centric approach, where you will work closely with Investment Advisors to provide comprehensive financial planning advice and retirement projections to clients across Canada.The...

About the RoleWe are seeking an experienced Digital Portfolio Management Strategist to join our team in Vancouver, British Columbia (CA-BC), Canada.Key Responsibilities and DutiesRationalization and Optimization: Lead the rationalization of our application, technology, and digital product portfolios by gathering inventory of applications and expanding that...

At Enoch Wealth Inc., we are seeking a highly skilled Strategic Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing and analyzing investment portfolios for our clients.About the RoleWe are looking for an experienced investment analyst with a strong background in financial analysis and portfolio...

As a key member of Enoch Wealth Inc.We are seeking an exceptional Chief Operations Strategist to join our team. This is a permanent position that offers a competitive salary and benefits package.In this role, you will be responsible for allocating resources to implement organizational policies and programs, authorizing the establishment of major departments...

Job OverviewAt Doctors of BC, we are committed to promoting a social, economic, and political climate that enables our members to provide the highest standard of healthcare to the citizens of British Columbia. As a Healthcare Portfolio Strategist, you will play a critical role in advancing health system priorities and making a meaningful impact on the lives...

About the RoleIn this exciting role as a Digital Content Strategist, you will have the opportunity to develop and implement a comprehensive social media strategy that drives engagement and growth for Nicola Wealth. With a strong background in marketing and communications, you will be responsible for creating and curating high-quality content that resonates...

**Job Overview**Connor, Clark & Lunn Investment Management is seeking a talented individual to join our Quantitative Equity Team as an Investment Portfolio Strategist.We are looking for someone with a strong understanding of portfolio management principles and a proven ability to analyze complex data sets.The ideal candidate will have experience in managing...

Job SummaryWe are seeking a seasoned Enterprise Portfolio Management Strategist to drive the optimization of our application, technology, and digital product portfolios.About the RoleThis is a critical position that requires a strategic thinker with expertise in portfolio management, business strategy, financial analysis, and risk management. The successful...

At ZLC Wealth Inc., we are seeking a highly skilled Compliance Director to join our team. This role will oversee all aspects of the Compliance Division, ensuring seamless adherence to regulatory requirements and industry best practices.The ideal candidate will have relevant experience in the wealth management industry, with a strong understanding of...

**Overview of IntellibusIntellibus is a cutting-edge technology firm dedicated to delivering innovative solutions for the wealth management sector. Our team of experts specializes in portfolio optimization, seamless platform integration, and scaling capabilities that empower advisors and clients alike.

Job DescriptionWe are currently seeking a Digital Transformation Portfolio Management Strategist to join our team in Vancouver, British Columbia (CA-BC), Canada. This role is critical in optimizing our integrated portfolio by combining analysis of business, financial, technology, and risk perspectives and providing key insights that create value.Key...

Job OverviewZLC WEALTH INC. is seeking a highly skilled Compliance Director to join our team.Key Responsibilities:Report directly to the President and lead all aspects of the Compliance Division, including automation, regulatory reviews, and technology advancements.Maintain compliance regulations by updating policies, reviewing marketing materials,...

About the RoleWe are seeking a Chief Technology Portfolio Strategist to join our team in Vancouver, British Columbia (CA-BC), Canada (CA). As a key member of our organization, you will drive the rationalization of our application, technology, and digital product portfolios.Key Responsibilities and DutiesPortfolio Optimization: Lead the rationalization of our...

Job OverviewRGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. Our company provides personalized wealth management solutions to individuals and families.