Investment Management Specialist

Portfolio SpecialistAt the Bank of Montreal, we seek a skilled Portfolio Specialist to manage a portfolio of clients and retain and grow relationships.Key Responsibilities:Evaluate client needs and create investment policy statements, asset allocations, and financial plans.Implement client strategies through portfolio management and ongoing evaluation of...

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...

About the RoleTriCert Investment Counsel, a leading portfolio management firm, seeks an experienced Portfolio Strategist and Investment Advisor to join our team. With over $2.5 billion in assets under management, we provide bespoke investment solutions to high-net-worth clients across Canada.Job SummaryWe are seeking a skilled professional to evaluate client...

Myticas Consulting seeks a highly skilled Senior Investment Manager Systems Specialist to support French-speaking clients in Ottawa with the implementation and optimization of Yardi software solutions.About the RoleThis key position requires an individual with extensive experience implementing and supporting Yardi software, particularly within the Investment...

Job Description:We are seeking a highly skilled Yardi Implementation Consultant to join our team at Myticas Consulting in Ottawa. As a bilingual specialist, you will play a crucial role in supporting French-speaking clients with the implementation and optimization of Yardi software solutions.Key Responsibilities:Lead the implementation and deployment of the...

As an Investment Specialist, Administrative Assistant, you will be responsible for supporting the development of new wealth management business acquisitions and relationships in target markets. This role will involve working closely with Investment Specialists to enable the growth and servicing of their client-base, as well as contributing to a national...

Job Descriptionp>We are seeking a highly skilled Trade Specialist to join our team at Scotia iTRADE. As an Investment Representative, you will be the primary point of contact for clients through our inbound Contact Centre.You will execute trade orders on behalf of clients, provide prompt and accurate service while maintaining call quality standards, and...

Scotiabank: Investment Associate Career OpportunityAs an Investment Associate at Scotiabank, you will play a pivotal role in helping clients achieve their financial goals by providing exceptional client service and contributing to business development activities. With a focus on wealth creation and management, you will work closely with a Wealth Advisor to...

At Scotiabank, we are committed to delivering exceptional client experiences and driving business growth through our investment services.We are seeking a skilled Business Development Specialist - Investment Services to join our team in Montreal or Ottawa. This is an exciting opportunity for a motivated professional to leverage their expertise in investment...

TriCert Investment Counsel, a registered portfolio management firm, seeks a skilled Investment and Portfolio Manager to join our team. As an investor, not a trader, we utilize a quality, sector-based methodology to match clients' risk tolerance with tailored portfolios.Our approach involves a holistic view of clients' financial affairs, including tax plans,...

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...

Job Title: Yardi Investment Management ExpertAbout the Role:We are seeking a skilled bilingual Yardi Implementation Consultant specializing in the Investment Manager module to support French-speaking clients in Ottawa with the implementation and optimization of Yardi software solutions.The ideal candidate will have a solid background in investment...

Job DescriptionWe are seeking a diligent Environmental Services Worker to join our team at Pasago Investment Management Inc. in maintenance labourer roles.About the RoleThis is a fantastic opportunity for individuals who enjoy working outdoors and are willing to learn new skills.Duties and ResponsibilitiesClean and maintain sidewalks, streets, roads, and...

Wealth Sales & Service Job DescriptionKey ResponsibilitiesEvaluate client's personal and investment needs, creating an investment policy statement, asset allocation, investment portfolio, and financial plans.Implement client strategies through the management of investment portfolios and ongoing evaluation of performance according to each client's investment...

Royal Bank of Canada is a leading financial institution in Canada, and we are seeking an Investment Associate to join our team in Ottawa. This role will provide dedicated support in investment and money management activities for a high-performing Advisory Team.Job Responsibilities:

Job OverviewWe are seeking an experienced Senior Private Equity Investment Manager to join our team at Stonewood Group Inc. This is a unique opportunity to leverage your expertise in private equity investments and contribute to the growth of our organization.About the RoleThis is a key leadership position responsible for sourcing, evaluating, and managing...

Investment Planning Counsel (IPC) is a dynamic and rapidly growing independent wealth management company in Canada. Our diverse team of professionals shares a common goal: delivering exceptional client experiences through remarkable service.About the RoleThe Corporate Receptionist serves as the primary point of contact for clients and teams, embodying our...

About ScotiabankScotiabank is a leading financial services provider in Canada.About the RoleWe are seeking an experienced Financial Planner to join our team as an Investment Advisor, Wealth Manager. In this role, you will be responsible for developing and deepening client relationships by providing high-quality investment advice and service within the mass...

Investment Counsellor Role OverviewBMO Private Investment Counsel Inc is seeking a seasoned Investment Counsellor to manage a portfolio of clients in Ottawa, ON, CAN.This is a full-time opportunity with a salary range of $68,000.00 - $126,000.00, including both salaried and commission-based components.About the JobWe are looking for an experienced...

The Regional Manager, Financial Planning will lead the execution of sales management strategies and initiatives for the assigned market area.Main ResponsibilitiesLeading the execution of the Investment Specialist Value Proposition and Customer Experience Model.Proactively leading business development activities, aligning with Global Sales Principles, to...