Current jobs related to Portfolio Manager, Fee-Based Investment Programs - Old Toronto - Manulife Insurance Malaysia

  • Portfolio Manager

    4 weeks ago

    Old Toronto, Canada Manulife Insurance Malaysia Full time

    Strategic Portfolio Manager OpportunityManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. As a Portfolio Manager, you will support the strategic development and day-to-day management of Manulife Wealth's fee-based investment programs, working closely with Program...

  • Fee Based Trader

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 159028 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position: Fee Based Trader, Centralized Investment Management, Investment & Advisory Solutions **_ Purpose_** Contributes to the overall success of the _Centralized Investment Management_ / Scotia Wealth Management in Canada...

  • Fee Based Trader

    2 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 159028 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position: Fee Based Trader, Centralized Investment Management, Investment & Advisory Solutions **_Purpose_** Contributes to the overall success of the _Centralized Investment Management_ / Scotia Wealth Management in Canada...

  • Vice President, Fee Based and Managed Accounts

    3 days ago

    Toronto, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Toronto, ON **Department**: Products and Services **Reporting To**: Director, Products & Services **Job Id**: PS - 010 **Job Level**: L6 **Seniority Level**: Mid - Senior level **Position Overview**: The VP, Fee Based and Managed Accounts will act as a coach to facilitate and prepare Investment...

  • Avp, Fee Based Solutions

    7 months ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **AVP, Fee Based Solutions** - 2400426 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Fee Based Trader

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172752 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **_ Purpose_** Contributes to the overall success of the _Centralized Investment Management_ / Scotia Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Program Management Lead

    1 month ago

    Old Toronto, Canada Société Financière Manuvie Full time

    At Société Financière Manuvie, we are seeking an experienced Program Management Lead to support the strategic development and day-to-day management of our fee-based investment programs. This role will involve working closely with Program Directors and playing a lead role in trading our centrally managed accounts.About the RoleThis is a key position that...

  • Investment Portfolio Strategist

    1 month ago

    Old Toronto, Canada Canada Pension Plan Investment Board Full time

    At Canada Pension Plan Investment Board, we're a professional investment management organization that globally invests the funds of the Canada Pension Plan to ensure its financial sustainability for generations of Canadians. With over $600 billion in assets under management, we're one of the world's most admired and respected institutional investors.We're...

  • Portfolio Management Leader

    1 month ago

    Old Toronto, Canada Manulife Full time

    Opportunity SummaryAs a Portfolio Management Leader, you will play a pivotal role in the strategic development and day-to-day management of Manulife Wealth's fee-based investment programs. Working closely with Program Directors, you will lead the charge in trading our centrally managed accounts and collaborate with internal teams to support daily management...

  • Associate, Fee Based Solutions

    7 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Fee Based Operations Admin Support

    7 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199115 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be responsible for...

  • Strategic Investment Portfolio Manager

    4 weeks ago

    Old Toronto, Canada in Canada Full time

    Job OverviewWe are seeking a seasoned Investment Portfolio Manager to join our team in Toronto, Canada.This is an exciting opportunity for a highly motivated and experienced professional to lead our investment management team and drive business growth.Key Responsibilities:Strategy Development: Develop and implement effective investment strategies to maximize...

  • Strategic Investment Portfolio Manager

    5 days ago

    Old Toronto, Canada Ontario Teachers' Pension Plan Full time

    At Ontario Teachers', we are seeking a highly skilled Strategic Investment Portfolio Manager to join our Equities department. This key role will involve analyzing potential private equity investment opportunities, executing transactions and working with existing portfolio companies to craft strategy and implement value-enhancing initiatives within the...

  • Fee Based Operations Admin Support

    7 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 201806 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. In the role of Fee Based Operations Administrative Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be...

  • Investment Management Analyst

    2 weeks ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. - The Wealth Investment Office (WIO) team is TD Wealth’s source for investment management and strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning, Private Investment Advice...

  • Investment Portfolio Manager

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Royal Bank of Canada. As an Investment Portfolio Manager, you will be responsible for supporting the day-to-day management of client portfolios through trade communication, report generation, and ongoing communication with investment counsellors and their teams.Key...

  • Portfolio Manager, Factor Investing

    2 weeks ago

    Toronto, Canada IMCO Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...

  • Portfolio Management Consultant

    4 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD General **Pay Details**: **Department Overview** **The Wealth Investment Office (WIO) is TD Wealth’s source for investment management strategy. We empower advisors and portfolio managers across TD Bank Group’s Wealth Management division — including Financial Planning, Private...

  • Portfolio Manager, Quantitative Investment

    7 months ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 **Key Dimensions**: - Investment Management - Investment Research and Programming - Sales Support - Risk Management & Compliance **Accountabilities**: **Investment Management** - Responsible for the day to day management of active and rule-based quantitative investment strategies - Manages, evaluates and...

  • Pic Portfolio Manager

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175450 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose Of Job** This position is a trusted advisor, trainer, mentor and education coordinator of private wealth services for Private Investment Counsel. The Portfolio Manager is responsible for managing the initiation,...

Portfolio Manager, Fee-Based Investment Programs

1 month ago

Old Toronto, Canada Manulife Insurance Malaysia Full time
Director, Asset Management

About the Role:

We are seeking an experienced Portfolio Manager to support the strategic development and day-to-day management of our fee-based investment programs. As a key member of our team, you will work closely with Program Directors and other internal teams to drive the growth and success of our centrally managed accounts.

Main Responsibilities:

  • Support the day-to-day management of our fee-based programs, including unified managed accounts and portfolio management activities for our advisors with clients in Canada and the US.
  • Initiate trades in our centrally managed accounts in response to sub-advisor trade recommendations, client cash flow requests, and other managed account overlay activities.
  • Monitor orders for our centrally managed accounts to ensure timely and accurate execution.
  • Work with our Trade Desk to investigate and correct trading errors involving our centrally traded accounts.
  • Train new users on our portfolio management system and provide support with modelling and trading questions.
  • Collaborate with key departments to develop new advisor-facing content that supports our product development goals, including user guides, policies & procedures, videos, e-learning content, and more.
  • Lead the production of program value-add/thought leadership content collateral.
  • Maintain our programs' policies and procedures documentation.

Requirements:

  • 10+ years of experience with fee-based programs and/or managed accounts is strongly preferred.
  • General technical proficiency with a focus on core business applications such as Microsoft Office, Dataphile, and Portfolio Management Tools is required.

Compensation: The estimated salary for this role is RM 250,000 - RM 350,000 per annum, depending on experience and qualifications.