Executive Portfolio Manager
7 days ago
Royal Trust Corporation of Canada is a leading provider of trust services, dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized service and expertise to manage complex trust portfolios.
SalaryThe estimated salary for this position is between $65,000 and $85,000 per year, depending on experience and qualifications. Additionally, a discretionary bonus program may be available, providing opportunities for increased earnings based on individual performance and business results.
Job DescriptionAs an Executive Portfolio Manager - Trust Services, you will play a key role in managing a book of trust accounts, ensuring efficient and accurate administration of client portfolios. Your responsibilities will include:
- Building and maintaining relationships with clients, beneficiaries, and co-trustees
- Providing superior client service and comprehensive fiduciary solutions
- Ensuring client strategic objectives are known and reviewed, with a documented client action plan customized to the client's unique situation
To succeed in this role, you will require:
- A minimum of 3-5 years of experience in a similar role
- Successful completion of the Canadian Securities Course
- A University Degree or equivalent
- Extensive knowledge of general investment, estate, financial, trust, taxation issues, and economic conditions
This role offers a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also have access to leaders who support your development through coaching and managing opportunities, as well as a dynamic, collaborative, and high-performing team environment.
-
Woodframe Portfolio Manager
1 week ago
Vancouver, British Columbia, Canada Taylor Ryan Executive Search Partners Full timeEstablished in Vancouver, our client is a reputable Developer seeking an experienced Senior Construction Manager or Project Director to oversee their extensive woodframe portfolio. With a projected span of 5-10 years, this opportunity requires strategic project management from preconstruction through to completion.The ideal candidate will serve as the...
-
Vancouver, British Columbia, Canada Taylor Ryan Executive Search Partners Full timeAt Taylor Ryan Executive Search Partners, we are seeking an experienced Construction Portfolio Manager to oversee our client's woodframe portfolio of projects in Vancouver.Job SummaryWe are looking for a seasoned professional with 10+ years of experience in construction or owner's representative roles, who has completed the project lifecycle of residential...
-
IT Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada Seaspan Full timeThe IT Portfolio Manager will be responsible for the development and establishment of Seaspan's IT portfolio management practice. This role provides leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the Seaspan Marine Group of companies.Key...
-
Senior Portfolio Manager
1 week ago
Vancouver, British Columbia, Canada BGIS Full timeAbout BGISBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses.Globally, we manage over 320 million...
-
IT Portfolio Management Lead
2 weeks ago
Vancouver, British Columbia, Canada Seaspan Full timeAbout the RoleThe Manager, Planning and Portfolio Management will oversee the development and management of Seaspan's IT portfolio management practice. This leader will be responsible for establishing project management methodologies, processes, and tools to deliver technology projects and change across the Seaspan Marine Group of companies.Key...
-
Portfolio Management Associate
4 weeks ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:AGF Investments is seeking a highly skilled Portfolio Management Associate to join its team. The successful candidate will work closely with portfolio managers to develop and implement effective portfolio trading strategies across thousands of individual accounts.Your Responsibilities:Collaborate with portfolio managers to design and implement...
-
IT Portfolio Management Director
3 weeks ago
Vancouver, British Columbia, Canada Seaspan Full timeThe Director of IT Portfolio Management will play a key role in the creation and governance of Seaspan's IT portfolio management practice. They will provide strategic leadership in the establishment of project management methodologies, processes, and tools to effectively deliver technology projects and change across the organization.Key...
-
Strategic Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada Seaspan Full timeThe role of Strategic Portfolio Manager at Seaspan involves driving engagement with business leaders to cultivate a project delivery mindset, practice, and approach from project definition and planning to governance and control, to final closure and success measures.Key Responsibilities:Establish and manage an IT project portfolio process to intake,...
-
Investment Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full timeRBC Dominion Securities Inc. is seeking a skilled Investment Associate to join their team in Vancouver, BC.About the OpportunityThis role involves providing dedicated support in investment and money management activities for high-performing clients. You will work in a fast-paced environment and be responsible for managing discretionary portfolios and...
-
Portfolio Management Associate
4 weeks ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:AGF Investments is seeking a skilled Portfolio Management Associate to support the portfolio management team in improving the investment management process. The ideal candidate will have strong problem-solving skills and a demonstrable interest in capital markets, investing, and personal finance.Your Responsibilities:Collaborate with portfolio...
-
Strategic Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada BMO Full timeCompany OverviewBMO Financial Group is a leading financial institution dedicated to providing innovative solutions for individuals, businesses, and communities. With a commitment to excellence and a passion for growth, we strive to create lasting, positive change in the lives of our customers and our employees.Salary: $62,300 - $116,700 Salaried per annumJob...
-
Technical Portfolio Manager
2 weeks ago
Vancouver, British Columbia, Canada Randstad Canada Full timeJob DescriptionWe are seeking a highly skilled Technical Portfolio Manager to oversee a complex portfolio of capital and operational work for a large municipal client in the Vancouver area. The successful candidate will provide technical expertise, manage project teams, and ensure timely delivery of projects.ResponsibilitiesManage a portfolio of projects,...
-
Vancouver, British Columbia, Canada Vancity Full timeJob OverviewThe Portfolio Management Business Operations Expert will play a crucial role in supporting the daily operations of the portfolio management business, ensuring seamless execution of workflows and processes.
-
IT Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada PHSA Full timeJob SummaryThe IT Portfolio Manager is responsible for leading the designated portfolio in support of technology solutions within healthcare across the province. This includes supervising staff, developing and improving technology service business processes and practices, and ensuring timely execution of service requests and incident resolution. The...
-
Regulatory Compliance Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada Peoples Trust Full timeAbout the RoleWe are seeking a highly experienced Regulatory Compliance Portfolio Manager to lead our team in delivering a portfolio of regulatory compliance projects in the Canadian banking sector.As a key member of our team, you will be responsible for ensuring that all projects within the portfolio are aligned with regulatory requirements and business...
-
Portfolio Trader
2 weeks ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:AGF Investments is seeking a Portfolio Trader to help the portfolio management team improve all aspects of the investment management process.Your Responsibilities:Work with portfolio managers to develop tools to effectively implement portfolio trading strategies across thousands of individual accounts.Day-to-day execution of the trading...
-
Senior Portfolio Management Associate
1 week ago
Vancouver, British Columbia, Canada AGF Investments Full timeAbout the Role:Cypress is looking for an experienced professional to help the portfolio management team improve all aspects of the investment management process. The successful candidate must have the ability to work both in a team and independently to deliver exceptional service to clients.Your Responsibilities:Collaborate with portfolio managers to develop...
-
IT Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada PHSA Full timeJob SummaryThe IT Project Manager will be responsible for leading the designated portfolio in support of technology solutions within healthcare across the province. This includes supervising staff, developing and improving technology service business processes and practices, and ensuring timely execution of service requests and incident resolution.Key...
-
Non-Profit Portfolio Manager
4 weeks ago
Vancouver, British Columbia, Canada BC Housing Full timePOSITION SUMMARYThe Non-Profit Portfolio Manager is a key role at BC Housing, responsible for fostering collaborative partnerships with housing and service providers to deliver high-quality, stable, safe, and affordable housing and housing-related services. This position provides education, consultation, and support to Boards of Directors and Executive staff...
-
IT Portfolio Manager
7 days ago
Vancouver, British Columbia, Canada PHSA Full timeJob OverviewWe are seeking a highly skilled IT Portfolio Manager to join our team at the Provincial Health Services Authority (PHSA). As an IT Portfolio Manager, you will have direct responsibility for the designated portfolio in support of technology solutions within healthcare across the province.About the RoleThe IT Portfolio Manager will provide...