Financial Portfolio Manager

Are you looking for a challenging role that combines portfolio management with client relationship building?In this position, you will be responsible for fostering and maintaining strong client relationships through regular contact, ensuring all portfolios are compliant with clients' Investment Policy Statements, and promoting the value proposition of...

About the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at MD Financial Management. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting our Private Investment Counsel services.Key...

About the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at MD Financial Management. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting our Private Investment Counsel services.Key...

As a Portfolio Management Associate at MD Financial Management, you will play a key role in fostering and maintaining client relationships through regular, comprehensive contact. This involves ensuring all portfolios are compliant with the clients' Investment Policy Statements, networking internally to promote the value proposition relating to Private...

Are you a skilled professional looking for a challenging role in portfolio management?Foster strong client relationships, ensure portfolio compliance, and network internally to promote the value proposition of Private Investment Counsel services.Stay up-to-date on financial matters affecting client investment activities and team with specialists to provide a...

Foster strong client relationships through regular contact and ensure portfolios are compliant with clients' Investment Policy Statements.Network internally to promote the value proposition of Private Investment Counsel services and keep current on financial matters affecting client investment activities.Team with specialists to provide a complete financial,...

Main Responsibilities• Maintain the financial health of a project portfolio.• Ensure accurate recording of monthly income.Key Requirements• Closely support the billing specialist in the monthly billing process.• Provide financial monitoring and support to managers.About the RoleThis is a dynamic finance role that offers a flexible hybrid work mode,...

About the RoleWe are seeking a highly skilled and motivated Portfolio Manager Associate to join our team at Gestion financière MD. As a key member of our investment team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their investment portfolios align with their goals and risk tolerance.Key...

About the RoleWe are seeking a highly skilled and motivated Portfolio Manager Associate to join our team at Gestion financière MD. As a key member of our investment team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their investment portfolios align with their goals and risk tolerance.Key...

Foster strong client relationships through regular contact and ensure portfolios are compliant with clients' Investment Policy Statements.Network internally to promote the value proposition of Private Investment Counsel services and team with specialists to provide a complete financial program for clients.Understand how the Bank's risk appetite and risk...

Requisition ID: 195546Scotiabank is seeking a talented and enthusiastic Associate Portfolio Manager to join our team in MD Financial Management.As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients.Key Responsibilities:• Foster, maintain and strengthen client...

Job SummaryWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Management Limited, a division of Scotia Wealth Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy...

Investment Portfolio Accountant Job DescriptionWe are seeking a highly skilled Investment Portfolio Accountant to join our team at beBee Professionals in Quebec City.Key Responsibilities:Manage and monitor the performance of investment portfoliosProvide financial advice to clientsResearch and analyze financial dataPrepare reports and make recommendations to...

Investment Portfolio Accountant Job DescriptionWe are seeking a highly skilled Investment Portfolio Accountant to join our team at beBee Professionals in Quebec City.Key Responsibilities:Manage and monitor the performance of investment portfoliosProvide financial advice to clientsResearch and analyze financial dataPrepare reports and make recommendations to...

Financial Services ProfessionalbeBee Professionals is looking for a Financial Services Professional to provide financial guidance and support to clients. Key responsibilities include managing client portfolios, developing retirement plans, and providing estate planning services.The ideal candidate should have a Bachelor's degree in finance, accounting, or a...

Requisition ID: 195546 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

About the RoleThis is a challenging and rewarding opportunity to join MD Financial Management as a Senior Financial Consultant. As a key member of our team, you will play a critical role in providing expert financial advice to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding...

We are seeking a highly skilled Investment Portfolio Accountant to manage and monitor the performance of investment portfolios for our clients. The successful candidate will have a Bachelor's degree in finance, accounting, or a related field, and a minimum of two years of experience in a similar role. Key responsibilities include:Managing and monitoring...

Job SummaryWe are seeking a highly skilled Wealth Management Analyst to join our team at beBee Professionals in Quebec City. The successful candidate will be responsible for providing expert financial advice and services to clients, including:Portfolio Management: Developing and implementing investment strategies to meet clients' financial goals.Retirement...