Financial Portfolio Manager Lead

Financial Planning Manager Job SummaryWe are seeking a skilled Financial Planning Manager to join our Eric Gruscyk - Desjardins Insurance Agent team. The successful candidate will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.Key Responsibilities:Develop and implement...

Opportunity OverviewAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

Company OverviewRoyal Bank of Canada is a leading financial institution committed to delivering exceptional client experiences and making a positive impact in the communities we serve.Salary and CompensationThe estimated annual salary for this role is $120,000 - $180,000, based on industry standards and location. Additionally, you will have unlimited earning...

Job Summary:As an Investment Portfolio Manager at BMO, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans. You will implement client strategies through the...

About the RoleWe are seeking an experienced Investment Portfolio Manager to join our team. In this role, you will be responsible for managing a portfolio of clients to retain and grow relationships.

About the RoleWe are seeking a seasoned Marketing Director to lead our Spirits & Refreshments portfolio. This is an exciting opportunity to drive business growth and build strong relationships with cross-functional teams.Key ResponsibilitiesBrand Management: Develop and execute comprehensive brand strategies for our spirits and refreshments portfolio,...

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, offering a dynamic work environment with cutting-edge collaboration tools and a positive employee experience.Your Job ResponsibilitiesSupport investment advisors in providing superior customer service and be available to meet client requests.Carry out...

BDO Canada LLP is seeking a skilled Salesforce Functional Lead to join our team. In this role, you will be responsible for managing the functional scope of a portfolio of projects and owning key responsibilities.Key Responsibilities:Convey the vision of the client's project to the development team.Define and manage scope and requirements across the lifecycle...

About the RoleWe are seeking a highly skilled Strategic Financial Relationship Manager to join our team in Oakville or Burlington, Ontario. This is an excellent opportunity for someone who is passionate about building long-lasting relationships with clients and providing expert financial advice.Job DescriptionIn this role, you will be responsible for...

About the RoleWe are seeking a skilled Financial Planning Professional to join our team in Oakville or Burlington. As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients.Key Responsibilities:Provide ongoing comprehensive reviews of your clients' financial circumstancesCreate long-term relationships...

OverviewBMO Financial Group is a leading financial institution committed to delivering exceptional client experiences and driving growth in the financial services industry.

Financial Planning Manager Role OverviewWe are seeking a skilled professional to join our team as a Financial Planning Manager. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs. Your primary goal will be to market appropriate products and services to our clients, providing...

Estimated salary: $120,000 - $180,000 per year.About VeoliaWe are a global leader in environmental solutions and services. Our mission is to contribute to the transition towards a carbon-neutral world by developing innovative solutions for water management, waste recovery, and energy production.Job OverviewWe are seeking an experienced Strategic Real Estate...

Job OverviewWe are seeking a skilled Strategic Financial Relationship Manager to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.About the RoleIn this role, you will focus on investment sales...

About the RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

About the Role:We are seeking a highly skilled Senior Wealth Associate to join our team at National Bank Financial - Wealth Management. As a key member of our team, you will work closely with investment advisors to provide exceptional customer service and support the smooth operation of our branches.Key Responsibilities:Develop and implement personalized...

About the Role:In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning...

About the RoleAviva is seeking an experienced AVP Internal Audit, Financial and Insurance Risk to join our team. As a key member of our Internal Audit function, you will play a critical role in assessing and reporting on the efficiency of our design and operation of the framework of controls that enable risk to be assessed and managed.Key...

Opportunity OverviewAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

About the Role:In this Senior Accountant position, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), from industries like healthcare, real estate construction, and small manufacturing. Your role will include managing tax compliance, conducting compilation engagements, and identifying financial and tax-planning...