Financial Wellness Portfolio Specialist

OverviewAviso Wealth Inc is seeking a skilled Financial Wellness Portfolio Manager to join our team. This role involves taking ownership of term renewals and assisting members in building customized financial wellness plans.

Job SummaryWe are seeking an experienced Financial Wellness Portfolio Manager to join our team at Aviso Wealth Inc.About the RoleThe successful candidate will be responsible for building customized financial wellness plans for our members, assisting them in achieving their long-term financial goals.You will work closely with our MSOW2s to identify...

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

Project Accountant Role SummaryWe are seeking a highly skilled Project Accountant to join our finance team at CIMA+. As a Project Accountant, you will play a crucial role in maintaining the financial health of our project portfolio, ensuring accurate recording of monthly income, and supporting the billing specialist in the monthly billing process.Main...

About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing a portfolio of clients and growing their relationships.Key Responsibilities:Manage client portfolios to retain and grow relationshipsEvaluate client needs and create personalized investment...

TriCert Investment Counsel Inc., a registered portfolio management firm founded in 1999, manages over $2.5 billion in assets under management (AUM) for thousands of households across Canada.Job SummaryWe are seeking a highly skilled Strategic Portfolio Specialist to join our team. As a key member of our investment team, you will be responsible for delivering...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

Job DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with your assigned client base. Your primary goal will be to understand their business needs, identify areas for improvement, and recommend existing or customized solutions. You will be the key contact for your clients and will work...

About Blue Zones Financial SolutionsBlue Zones Financial Solutions is a company that helps individuals achieve financial freedom, allowing them to create their own ideal lifestyle. Our team is dedicated to providing exceptional service and expertise in financial planning.Job SummaryWe are seeking an experienced Financial Planning Professional to join our...

At Quantexa, we are on a mission to help businesses grow and make data easier. Our team is comprised of passionate minds harnessing complexities to drive innovation and success in the financial crime and customer lifecycle management domains.We are expanding our project delivery teams rapidly as clients adopt our technology across these domains. As a...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our team at Maplesoft Group.This is an exciting opportunity for an experienced professional to work in a dynamic environment where contributions count.As a Senior Portfolio Strategist, you will play a key role in coordinating strategic portfolio planning and developing criteria...

We are seeking a Chief Retail Portfolio Manager for our client’s retail property in Ottawa. Reporting to the Director of Property Management, this role is responsible for overseeing tenant relations and day-to-day operations as well as financial performance.Key Responsibilities:Conduct regular site inspections to address deficiencies and identify...

About the RoleCatholic Christian Outreach Canada is seeking a highly skilled Financial Operations Specialist to play a key role in establishing a strong foundation for the organization. This position will be responsible for ensuring the smooth operation of our financial functions, enabling us to effectively fulfill our mission of evangelization on university...

At Maplesoft Group, we value innovative solutions and forward-thinking professionals. Our company culture emphasizes collaboration and a commitment to excellence.We are seeking an Associate Portfolio Manager for our Federal Government client in the United States. As a strategic partner, you will work closely with the Information Technology Portfolio Strategy...

About UsCB Canada is a privately owned and operated Canadian company with over 50 years of experience in delivering advanced technology solutions. We employ a team of highly skilled professionals who provide subject matter expertise to clients across various markets.Job DescriptionThe Portfolio Development Manager plays a critical role in developing and...

**Job Summary**We are seeking a skilled Financial Risk Management Specialist to join our team at Alterna Savings. In this role, you will be responsible for managing daily transactions and analyzing risks related to money laundering and terrorist financing.Main Responsibilities:Complete all FINTRAC transaction reporting accurately and on time.Analyze reports...

Job Title:Wellness Program Implementation SpecialistJob Summary:The Bank of Canada is seeking a Wellness Program Implementation Specialist to spearhead the implementation of its evolving wellness strategy. The successful candidate will lead the development and execution of programs to foster a healthy and resilient workforce, supporting the Bank's vision of...

About This Role">We are seeking a skilled Financial Planning Specialist to join our team at Royal Bank of Canada. In this role, you will play a critical part in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities">Develop and implement comprehensive financial plans tailored to the unique needs of each...

We are a leading financial institution focused on building long-term relationships with our clients. At CIBC Wood Gundy, we recognize the importance of trust and personalized service in achieving success.Key ResponsibilitiesBecome an integral part of our team as a Client Associate, working closely with Investment Advisors to develop and grow client...

About the RoleWe are seeking a Senior Financial Planning Specialist to join our Client Solutions group in Canada. The successful candidate will contribute to the overall success of the team by executing specific individual goals, plans, and initiatives that support the team's business strategies and objectives.Key ResponsibilitiesClient Relationship...