Portfolio Management Professional

6 days ago


Calgary, Alberta, Canada 4Sight Search Solutions Inc. Full time
Job Description

We are seeking a skilled Portfolio Manager to join our team at 4Sight Search Solutions Inc. As a Portfolio Manager, you will be responsible for developing and maintaining strong relationships with a diverse portfolio of clients, increasing their use of products and services.

The ideal candidate will have a minimum of 1-3 years' experience in account management or a related field, with a proven ability to generate satisfied customers and repeat business. A background in business or finance is also desirable.

The successful candidate will be dynamic, driven, and IT literate, with excellent communication and problem-solving skills. They will be eager to learn and develop basic knowledge of the financial sector, as well as company-specific products.

Key Responsibilities:
  • Collaborate with other Account Executives (or Assistants) to develop and maintain strong relationships with clients.
  • Direct and assist clients with daily funding, responding to emails, phone calls, and numerous concurrent inquiries.
  • Develop an understanding of the invoice factoring service and related products through the company training program.
  • Perform administration and paperwork for completed or in progress transactions.
  • Review documents for accuracy and completeness.
Requirements:
  • Minimum of 1-3 years' experience in account management or a related field.
  • A background in business or finance is desirable.
  • Dynamic, driven, and IT literate with excellent communication and problem-solving skills.
Benefits:
  • Competitive salary based on experience: $47,000 - $60,000 per year.
  • Bonus after probation period.
  • Full benefits package including extended health care, dental, vision, and life insurance.
  • Free parking.


  • Calgary, Alberta, Canada Centurion Asset Management Full time

    OverviewCenturion Asset Management is a recognized leader in the investment and property management industries, providing quality investments and housing solutions. As a Strategic Portfolio Manager, you will contribute to the management of investment and property portfolios, assisting in the development and execution of strategic investment plans.Job...


  • Calgary, Alberta, Canada Centurion Asset Management Full time

    Company OverviewCenturion Asset Management is a recognized leader in the investment and property management industries, with an experienced team of over 350 employees.We are seeking a talented Senior Investment Portfolio Manager to join our team and contribute to the management of our investment and property portfolios.About the RoleThe ideal candidate will...

  • Executive Manager

    1 week ago


    Calgary, Alberta, Canada Centurion Asset Management Full time

    Centurion Asset Management is a recognized leader in the investment and property management industries.The company offers a supportive and collaborative work environment, allowing employees to engage in meaningful work providing quality investments and housing solutions.This role provides an opportunity to contribute to the management of investment and...


  • Calgary, Alberta, Canada Avenue Living Group Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to lead our residential property management operations in Edmonton, AB. The ideal candidate will have experience in managing large-scale portfolios and be able to drive business growth while delivering exceptional customer service.About Avenue Living CommunitiesAvenue Living Communities...


  • Calgary, Alberta, Canada Alberta Health Services Full time

    We are seeking an experienced Enterprise Portfolio Management Specialist to join our team at Alberta Health Services. In this role, you will independently support and manage assigned projects, leveraging your expertise in project leadership, planning, sequencing, and timelines. You will also be responsible for reporting, documentation, communication, change...


  • Calgary, Alberta, Canada About Staffing Ltd. Full time

    Unlock your leadership potential in Calgary’s thriving property management scene! About Staffing Ltd. is partnering with a well-established Property Management company to find their next Senior Property Portfolio Manager.The role entails overseeing a diverse portfolio of nine residential properties in Calgary and surrounding areas, handling everything from...


  • Calgary, Alberta, Canada Strategic Group Full time

    About the Role:We are seeking an experienced Asset Manager to oversee our commercial and mixed-use real estate portfolio, collaborating closely with our team to enhance portfolio value and performance.This pivotal role reports directly to the Director of Asset Management, driving strategic decision-making to deliver outstanding results. The ideal candidate...


  • Calgary, Alberta, Canada Enbridge Inc. Full time

    About the RoleWe are seeking a skilled Senior Investment Portfolio Manager to join our Pension Investments team at Enbridge Inc.This is a full-time, fixed-term position that will be instrumental in managing our investment portfolios and meeting operational requirements.The successful candidate will be responsible for tracking market activity, providing...


  • Calgary, Alberta, Canada Associa Full time

    About the RoleWe are seeking an experienced Residential Property Portfolio Manager to oversee our residential leasing portfolio in Calgary. The successful candidate will provide strong leadership and exceptional customer service to our customers, existing owners, and potential tenants.Key Responsibilities:Manage a team to deliver exceptional customer...


  • Calgary, Alberta, Canada Vctavern Full time

    BDC Corporate Asset Management seeks a seasoned Senior Portfolio Manager to contribute to the growth of our Corporate Financing portfolio. Our mission is to help Canadian businesses thrive by providing financing, capital, and advisory services.Role SummaryThis role plays a key part in identifying business sectors with significant growth potential and...


  • Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

    At EQ Bank | Equitable Bank, we're challenging the traditional banking experience and offering Canadians better options. As a Renewal Portfolio Manager, you'll play a key role in maintaining a professional relationship with borrowers and/or brokers whose mortgages are approaching maturity.The ideal candidate will have 2-3 years of experience in a related...


  • Calgary, Alberta, Canada Royal Bank of Canada Full time

    Are you a motivated and ambitious professional looking to build a successful career in financial services?We are seeking an experienced Senior Financial Advisor - Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment...

  • Trust Officer

    1 month ago


    Calgary, Alberta, Canada BMO Financial Group Full time

    Are you a seasoned professional seeking a challenging role at BMO Financial Group? We invite applications for the position of Trust Officer & Portfolio Manager. This exciting opportunity will enable you to leverage your expertise in trust tax, accounting, and investment management to drive exceptional client experiences.About the RoleThis leadership position...


  • Calgary, Alberta, Canada Avenue Living Group Full time

    Avenue Living Communities is a leading private rental properties operator in Western Canada, with an expanding presence in Alberta, Saskatchewan, and Manitoba. We are committed to creating a respectful and inclusive workplace where unique perspectives, experiences, backgrounds, cultures, and attributes are valued and utilized to achieve better results.About...


  • Calgary, Alberta, Canada Bank of Montreal Full time

    OverviewWe are seeking a skilled Trust and Estate Portfolio Manager to join our team at the Bank of Montreal. This is a challenging role that requires expertise in trust administration, estate planning, and investment management.


  • Calgary, Alberta, Canada Winchesters Full time

    Job OverviewWinchesters seeks a seasoned Senior Lending Manager - Origination and Portfolio Management to join its team in Calgary, AB. As a key member of the organization, this role will oversee loan origination, portfolio management, and risk assessment.About UsWinchesters is a dynamic organization dedicated to delivering exceptional financial solutions....


  • Calgary, Alberta, Canada Enbridge Full time

    We are looking to add an Entry level Analyst to our Pension Investments team, responsible for managing Enbridge's Defined Benefit and Defined Contribution pension plan assets globally. This role will be instrumental in meeting the operational requirements of managing our investment portfolios.The successful candidate will have opportunities for growth, a...

  • Portfolio Manager

    7 hours ago


    Calgary, Alberta, Canada MCAP Group of Companies Full time

    About MCAPMCAP is Canada's largest independent Mortgage Finance company with over $150 billion in assets under management.We provide mortgage solutions for residential and commercial properties, originating, trading, securitizing, and servicing mortgages across Canada.Job SummaryWe are seeking a highly experienced Portfolio Manager to lead our National...


  • Calgary, Alberta, Canada Vctavern Full time

    About UsVctavern is a leading financial institution dedicated to helping Canadian businesses thrive. Our mission is to provide financing, capital, and advisory services that support entrepreneurship and economic growth.Job SummaryWe are seeking an experienced Senior Portfolio Manager - Corporate Financing to join our team. This role will be responsible for...


  • Calgary, Alberta, Canada Enbridge Inc. Full time

    About the JobWe are seeking an experienced Portfolio Management Expert to join our Projects Team at Enbridge Inc. as a Full-time employee.Job Summary:The successful candidate will provide strategic guidance and support to our AIPM and Projects teams, ensuring the effective management of portfolios and assets across various business units.Key...