Investment Portfolio Associate

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.

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...

Senior Wealth Associate Job DescriptionAt National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.**Job Overview**We offer a competitive salary range of...

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...

Investment Compliance OfficerSociété Financière Manuvie is seeking an experienced Investment Compliance Officer to join our team. This role is responsible for ensuring that our investment management activities are in compliance with relevant regulations and laws.Key Responsibilities:Review client investment policy statements and account opening documents...

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...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at Banque Nationale du Canada. As a key member of our wealth management team, you will be responsible for providing exceptional client service and working closely with investment advisors to ensure smooth branch operations.Key ResponsibilitiesAnalyze clients'...

Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will be responsible for providing exceptional customer service and ensuring smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities tailored to their...

As a Senior Wealth Associate at National Bank, you will play a key role in helping clients achieve their financial goals. Your primary responsibility will be to work closely with investment advisors to provide exceptional customer service and ensure smooth branch operations.Key responsibilities include:Analyzing clients' accounts to identify business...

Job SummaryWe are seeking a highly skilled Senior Wealth Associate to join our team at National Bank. As a Senior Wealth Associate, you will be responsible for providing exceptional customer service and working closely with investment advisors to ensure smooth branch operations.Key ResponsibilitiesAnalyze clients' accounts to recommend business opportunities...

Job Title: Director of Investments and Asset ManagementAbout the Role: We are seeking a highly skilled and experienced Director of Investments and Asset Management to join our team at AFP Golden Horseshoe Chapter. As a key member of our Senior Leadership Team, you will be responsible for overseeing the investment and asset management functions of our...

Job SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Expert at RBCAs a Financial Planning and Portfolio Management Expert at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to...

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...

Job Title: Financial Planner, InvestmentJob SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, using your creativity and motivation to provide world-class advice and solutions that help clients...

Job SummaryRoyal Bank of Canada is a leading full-service investment and wealth management firm in Canada. We are seeking a skilled and motivated individual to join our team as a Wealth Management Associate.This role offers an exciting opportunity to work with a dynamic and progressive team, providing exceptional service and support to our clients and...

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...

Unlock Your Potential as a Senior Wealth AssociateA dynamic opportunity awaits at Banque Nationale du Canada, where you can thrive in a collaborative environment and leverage your skills to deliver exceptional client experiences.About the Role:This senior-level position involves working closely with investment advisors to provide seamless service and branch...

Gain Experience with a Top 5 BankAre you looking to gain experience in a dynamic and growing industry? Our client, a top 5 bank, is seeking a Telemarketing Associate to work alongside an Investment Advisor. This part-time role offers the opportunity to build business and gain valuable experience in a fast-paced environment.Key Responsibilities:Proactively...

Job Summary:As a Wealth Associate at National Bank, you will play a vital role in supporting wealth advisors in providing exceptional customer service to clients. Your primary responsibility will be to assist in managing client relationships, ensuring seamless communication, and delivering tailored solutions to meet their financial needs.Key...

Fund Manager Job DescriptionFengate  Asset Management is seeking a highly skilled Fund Manager to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund). The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private Equity.This is an exceptional...