Senior Financial Portfolio Manager

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...

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...

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...

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.

About ScotiabankScotiabank is a leading bank in the Americas, committed to helping our customers achieve success. Our purpose: 'for every future', drives our advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.We value unique skills and...

At Pivot + Edge, we are seeking an experienced Senior Wealth Advisor to join our team. This role requires a high degree of technical expertise, relationship management skills, and the ability to offer innovative solutions tailored to client needs.Company OverviewPivot + Edge is a mature wealth management company that prides itself in delivering impeccable...

Role OverviewWe are seeking a highly skilled Financial Wellness Portfolio Specialist to join our team at Aviso Wealth Inc. This is an exciting opportunity for a motivated individual to build strong relationships with members, understand their financial goals, and provide tailored solutions to help them achieve financial wellness.

Senior Relationship Manager, AgricultureThis role is a unique opportunity to leverage your natural flair for sales and intricate business challenges in the agriculture industry. As a senior relationship manager, you will deliver top-tier financial advice to clients, combining sales, products, risk policy, and market strategies to meet individual needs.Key...

Description du posteNous sommes à la recherche d'un Conseiller financier senior pour rejoindre notre équipe de BMO Financial Group. Ce poste offre l'occasion d'utiliser vos compétences et votre expérience pour aider nos clients à atteindre leurs objectifs financiers.Compétences et qualifications requisesMinimum cinq années...

Ecivda Financial Planning Boutique is a client-centric financial planning firm seeking a dynamic individual to support its principal partners and advisory staff.About UsWe are a strong growing industry leader in financial planning and advice, committed to innovative solutions, community involvement, and philanthropy. Our team enjoys giving back and embracing...

Located in Ottawa, Ontario – Hybrid (in office 3 days/week at this time), we are seeking a talented Senior Financial Planning Manager to join our Finance Department in the Ottawa Division. About Mattamy Homes CorporationAt Mattamy Homes Corporation, we are committed to being the best homebuilding and real estate development finance team in North America....

Company OverviewEcivda Financial Planning Boutique is a dynamic financial planning firm that delivers innovative solutions to high-net-worth clients, business owners, and entrepreneurs. With a strong focus on client-centricity, technology, and team collaboration, we strive to provide exceptional service and support to our clients.Job SummaryWe are seeking a...

At Invest Ottawa, we are seeking a Senior Project Manager for Strategic Partnerships to join our team. This is a full-time position with 37.5 hours per week and requires 10 days per month in the office.About the RoleWe are looking for an experienced project manager to lead day-to-day project management of a portfolio of funding agreements. The ideal...

Pivot + Edge is a leading wealth management company that prides itself on delivering exceptional client experiences. With a long history of providing top-notch financial services, we have attracted a distinguished clientele who expect the highest level of care in the industry.Key ResponsibilitiesCompetitive salary and performance-based bonuses ($120,000 -...

Job OverviewWe are seeking an experienced Financial Investment Manager to join our team at Stonewood Group Inc. This is a unique opportunity for a seasoned professional with a proven track record in private equity investments and mezzanine financing.About the RoleThe successful candidate will be responsible for analyzing complex financial data, developing...

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...

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 AlternaAlterna Savings and Credit Union Limited, known as the Good in Banking, has been transforming lives for over 115 years by creating financial services that give back to the community.Job DescriptionWe are seeking a skilled Senior Investment Manager to join our team. As a key member of our wealth management team, you will be responsible for...

Scale Up Recruiting Partners is seeking a Senior Staff Accountant to oversee the day-to-day accounting operations of our company. As a key member of our team, you will be responsible for ensuring accurate and timely recording of financial transactions, preparing and reviewing financial statements, and managing client relationships from onboarding to tax...

Job DescriptionAs a Senior Legal Advisor for Indigenous Financial Governance, you will play a crucial role in supporting the First Nations Financial Management Board (FMB) in its mission to provide financial management and governance services to First Nations communities. This position requires an experienced legal professional with expertise in Indigenous...