Financial Portfolio Manager

Job SummaryWe are seeking a skilled Wealth Portfolio Strategist to provide expert financial advice to our clients. The ideal candidate will have at least 3 years of experience in investment advice, a CFA or CIM designation, and fluency in English and French.

The Mirillion Group: Exciting Opportunity for a Financial Lines Underwriter">Located in Halifax, we are seeking a skilled and experienced Financial Lines Underwriter to join our team. This role offers the chance to develop your expertise in underwriting, marketing, and portfolio management within the Financial and Professional Services sector.">About the...

Job DescriptionTata Consultancy Services is a global leader in IT services, consulting, and business solutions. We are seeking an experienced Transformation Leader to join our team as a Senior PM.About the RoleAs a Senior PM, you will lead and manage critical large portfolio programs, including risk & liquidity regulatory programs, strategic and operational...

Job OverviewCI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors.

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doLocation: Toronto, ONThe opportunity CWB Wealth Management is an...

At Equitable Bank, we're seeking a highly experienced Senior Portfolio Architect to lead our technology integration efforts. With a strong focus on business architecture, portfolio management, and strategic planning, this role is critical in aligning our banking strategies with IT initiatives.About the RoleThe ideal candidate will have at least 15 years of...

About the RoleWe are seeking a highly skilled Commercial Insurance Portfolio Manager to join our team at Selectpath Insurance. This is an exciting opportunity for a seasoned professional to leverage their expertise and drive business growth.

Job OverviewWe are seeking a seasoned Project/Program Manager to lead our technology initiatives in Capital Markets. This role will be responsible for managing global projects and programs, mentoring project managers, and refining the project portfolio.ResponsibilitiesDevelop and maintain the Business Management Office in Toronto, ensuring standards,...

About CI FinancialWe are a global wealth management and asset management advisory services company with a rich history dating back to 1965. Our commitment to providing high-quality investments and advice has driven our success, and we continue to anticipate and respond to the changing needs of investors.At CI Financial, we believe in fostering a safe and...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Edmonton Main Banking Centre CWB Real...

Location: MontrealWe are offering a highly competitive salary range of $120,000 - $180,000 per year, depending on experience.About the Role:The Portfolio Central team is seeking a highly motivated Senior Python Developer to expand our Portfolio Optimization tool to the Munis Desk. This tool will enable users to provide input parameters, guidelines, and...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Kitchener, Ontario Put a new spin on...

About UsPortfolio Aid Inc. is a leading provider of RegTech and WealthTech software solutions, serving Canada's top wealth management firms.Job OverviewWe are seeking a highly skilled Sr. Business Systems Analyst to join our team. The ideal candidate will have the ability to analyze system interactions and clearly articulate end-to-end system...

About Lynx Systems Inc.Lynx Systems Inc. is a technology consulting firm that specializes in providing real estate companies with solutions to improve their productivity and reduce costs. With over two decades of experience, the company has helped hundreds of clients in the United States and Canada with their technology needs.Job DescriptionWe are seeking a...

We are seeking a seasoned Senior Underwriter to drive profitable growth in our Property and Casualty (P&C) business across Ontario and Eastern Canada. About The RoleThis key position will be responsible for underwriting and managing a portfolio of P&C insurance products, including Package, Commercial General Liability, Excess Liability, Property, Automobile,...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Red Deer Banking CentrePut a new spin on...

About the RoleWe are seeking a highly skilled Construction Insurance Portfolio Manager to join our team at Navacord.Job SummaryThe successful candidate will be responsible for managing a portfolio of construction insurance business, providing exceptional client service, marketing, renewals, and project-specific coverages.Key ResponsibilitiesManage a renewal...

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Edmonton Main Banking Centre Put a new...

Overview: We help companies grow and enhance shareholder value by providing strategic advice on major transactions. As one of the world’s leading transaction advisers, we provide an integrated portfolio of investment banking and advisory services, including mergers, acquisitions and divestitures, transaction support, capital market transactions,...