Senior Portfolio Manager
2 months ago
A career as a Senior Wealth Associate at Banque Nationale du Canada is a job where you can showcase your ability to work in synergy with clients and colleagues.
Key Responsibilities- Analyze clients' accounts to recommend business opportunities adapted to their needs.
- Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
- Coordinate the organization of seminars for clients and plan content for them.
- Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
- Oversee onboarding, training and coaching for new members of your team.
We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work.
For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Requirements- Completed college and/or university diploma in a related field.
- Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation.
- Excellent knowledge of the Microsoft Office suite and comfortable with technology.
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Flexible group insurance.
- Generous pension plan.
- Opportunities to get involved in community initiatives.
- Virtual sleep clinic.
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.
This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued.
-
Senior Portfolio Manager
2 months ago
Oakville, Ontario, Canada Banque Nationale du Canada Full timeUnlock Your Potential as a Senior Wealth AssociateA career at Banque Nationale du Canada offers a unique opportunity to showcase your skills in client-centric wealth management.Key Responsibilities:Analyze client accounts to identify business opportunities and provide tailored recommendations.Ensure seamless account management through efficient...
-
Senior Portfolio Manager
2 months ago
Oakville, Ontario, Canada Banque Nationale du Canada Full timeUnlock Your Potential as a Senior Wealth AssociateA career at Banque Nationale du Canada offers a unique opportunity to showcase your skills in client-centric wealth management.Key Responsibilities:Analyze client accounts to identify business opportunities and provide tailored recommendations.Ensure seamless account management through efficient...
-
Senior Wealth Associate
2 weeks ago
Oakville, Ontario, Canada National Bank Full timeAbout 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...
-
Associate Portfolio Manager
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs an Associate Portfolio Manager at PH&N Investment Counsel, you will be part of a professional team responsible for building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to develop and implement investment strategies that meet the needs of our clients.Key...
-
Associate Portfolio Manager
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs an Associate Portfolio Manager at PH&N Investment Counsel, you will be part of a professional team responsible for building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to develop and implement investment strategies that meet the needs of our clients.Key...
-
Investment Portfolio Manager
4 weeks ago
Oakville, Ontario, Canada BMO Full timeJob 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...
-
Senior Care Assistant
4 days ago
Oakville, Ontario, Canada Sunrise Senior Living Full timeAbout the Role:Sunrise Senior Living is a leading provider of senior living communities, and we're looking for a highly motivated and detail-oriented individual to join our team as a Room Attendant. In this role, you'll have the opportunity to make a meaningful impact on the lives of our residents by providing exceptional housekeeping and laundry...
-
Building Operations Manager
3 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeFengate Asset Management seeks a highly skilled Building Operations Manager - Portfolio Development to join our team. This is a challenging and rewarding opportunity for a seasoned professional to oversee the day-to-day operations and maintenance of a diverse portfolio of buildings.Job SummaryThe Building Operations Manager - Portfolio Development will be...
-
Financial Planner
4 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeOpportunity 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...
-
Investment Portfolio Associate
2 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAt Royal Bank of Canada, we are building a high-performance investment counselling franchise and seeking an Associate Portfolio Manager to join our team.As a member of our professional team, you will work with experienced Investment Counsellors to create and manage investment portfolios that meet our clients’ needs.Key...
-
Senior Insurance Account Manager
1 week ago
Oakville, Ontario, Canada Hub International Ontario Limited Full timeAbout The OpportunityHub International Ontario Limited is looking for a dynamic and experienced Senior Insurance Account Manager to join our growing team. As a key member of our team, you will be responsible for managing a portfolio of existing clients and growing their business.Key ResponsibilitiesManage all aspects of a portfolio of existing clientsDevelop...
-
Sales District Manager, Luxury Wine Portfolio
1 month ago
Oakville, Ontario, Canada Far Niente Full timeJob Title: Sales District Manager, Luxury Wine PortfolioFar Niente Wine Estates is seeking an experienced Sales District Manager to join our team. As a Sales District Manager, you will be responsible for managing sales operations within a defined market, overseeing sales teams, and driving sales growth.Key Responsibilities:Provide sales management and...
-
Sales District Manager, Luxury Wine Portfolio
1 month ago
Oakville, Ontario, Canada Far Niente Full timeJob Title: Sales District Manager, Luxury Wine PortfolioFar Niente Wine Estates is seeking an experienced Sales District Manager to join our team. As a Sales District Manager, you will be responsible for managing sales operations within a defined market, overseeing sales teams, and driving sales growth.Key Responsibilities:Provide sales management and...
-
Financial Planning Manager
7 days ago
Oakville, Ontario, Canada Eric Gruscyk - Desjardins Insurance Agent Full timeFinancial 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...
-
Senior Construction Manager
3 weeks ago
Oakville, Ontario, Canada Michael Page International Canada Limited Full timeJob SummaryWe are seeking an experienced Senior Construction Manager to oversee and manage institutional new build projects exceeding $20 million. The ideal candidate will have a proven track record in managing large-scale construction projects, ensuring they are completed on time, within budget, and to the highest standards of quality and safety.Key...
-
Medication Care Manager
4 weeks ago
Oakville, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe Medication Care Manager is a vital member of our team at Sunrise Senior Living, responsible for providing exceptional care and services to our residents. This role requires a high degree of quality care and attention to detail, ensuring that medications are administered safely and efficiently.ResponsibilitiesAdminister medications and...
-
Medication Care Manager
4 weeks ago
Oakville, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe Medication Care Manager is a vital member of our team at Sunrise Senior Living, responsible for providing exceptional care and services to our residents. This role requires a high degree of quality care and attention to detail, ensuring that medications are administered safely and efficiently.ResponsibilitiesAdminister medications and...
-
Medication Care Manager
1 month ago
Oakville, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe Medication Care Manager is a vital member of our care team, responsible for ensuring the safe and effective administration of medications to our residents. This role requires a high degree of attention to detail, strong communication skills, and a commitment to providing exceptional care.ResponsibilitiesAdminister medications to residents in...
-
Medication Care Manager
1 month ago
Oakville, Ontario, Canada Sunrise Senior Living Full timeJob OverviewThe Medication Care Manager is a vital member of our care team, responsible for ensuring the safe and effective administration of medications to our residents. This role requires a high degree of attention to detail, strong communication skills, and a commitment to providing exceptional care.ResponsibilitiesAdminister medications to residents in...
-
Oakville, Ontario, Canada Aviva Full timeDriving business performance in Aviva’s Managing General Agents (MGA) portfolio is a key responsibility for this strategic role. The position involves producing and analyzing performance data, supporting business review meetings, and providing actionable insights to drive profitable growth. A high level of technical skills, system knowledge, and business...