Investment Portfolio Manager
6 days ago
We are seeking an experienced Investment Portfolio Manager to join our team. In this role, you will be responsible for managing a portfolio of clients to retain and grow relationships.
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Investment Portfolio Manager
1 month ago
Oakville, Ontario, Canada BMO Full timeJob Summary:As an Investment Portfolio Manager at BMO, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans. You will implement client strategies through the...
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Investment Portfolio Associate
3 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAt Royal Bank of Canada, we are building a high-performance investment counselling franchise and seeking an Associate Portfolio Manager to join our team.As a member of our professional team, you will work with experienced Investment Counsellors to create and manage investment portfolios that meet our clients’ needs.Key...
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Investment Portfolio Associate
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs an Associate Portfolio Manager at Royal Bank of Canada, you will be part of a professional team responsible for building and managing a high-performance investment counselling franchise. You will work closely with experienced Investment Counsellors to develop and implement investment strategies that meet the needs of our clients.Key...
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Financial Portfolio Manager Lead
6 days ago
Oakville, Ontario, Canada National Bank Full timeSenior Wealth Associate Job DescriptionAt National Bank, we are seeking a Financial Portfolio Manager Lead to join our team in Oakville, Ontario. As a key member of our Wealth Management department, you will be responsible for leading the development and implementation of financial portfolio strategies.**Job Overview**We offer a competitive salary range of...
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Investment Compliance Specialist
1 month ago
Oakville, Ontario, Canada Société Financière Manuvie Full timeInvestment Compliance OfficerSociété Financière Manuvie is seeking an experienced Investment Compliance Officer to join our team. This role is responsible for ensuring that our investment management activities are in compliance with relevant regulations and laws.Key Responsibilities:Review client investment policy statements and account opening documents...
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Investment Compliance Specialist
4 weeks ago
Oakville, Ontario, Canada Manulife Full timeManulife is seeking an experienced Investment Compliance Officer to join our team. This role reports to the Chief Compliance Officer and is responsible for ensuring compliance with regulatory requirements and company policies.The ideal candidate will have a strong understanding of investment management practices, rules, and regulations, as well as experience...
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Wealth Portfolio Coordinator
6 days ago
Oakville, Ontario, Canada National Bank Full timeNational Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada, offering a dynamic work environment with cutting-edge collaboration tools and a positive employee experience.Your Job ResponsibilitiesSupport investment advisors in providing superior customer service and be available to meet client requests.Carry out...
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Director of Investments and Asset Management
4 weeks ago
Oakville, Ontario, Canada AFP Golden Horseshoe Chapter Full timeJob Title: Director of Investments and Asset ManagementAbout the Role: We are seeking a highly skilled and experienced Director of Investments and Asset Management to join our team at AFP Golden Horseshoe Chapter. As a key member of our Senior Leadership Team, you will be responsible for overseeing the investment and asset management functions of our...
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Investment Advisor
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Expert at RBCAs a Financial Planning and Portfolio Management Expert at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to...
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Financial Planner
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeOpportunity OverviewAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Oakville and Burlington markets. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...
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Senior Wealth Associate
3 weeks ago
Oakville, Ontario, Canada National Bank Full timeAbout the Role:We are seeking a highly skilled Senior Wealth Associate to join our team at National Bank Financial - Wealth Management. As a key member of our team, you will work closely with investment advisors to provide exceptional customer service and support the smooth operation of our branches.Key Responsibilities:Develop and implement personalized...
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Fund Manager
2 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeFund Manager Job DescriptionFengate Asset Management is seeking a highly skilled Fund Manager to support the launch and ongoing management of the Fengate Private Markets Fund (the Fund). The Fund represents a new strategic initiative, investing across Fengate's active portfolios in Infrastructure, Real Estate, and Private Equity.This is an exceptional...
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Professional Portfolio Manager
7 days ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeCompany OverviewRoyal Bank of Canada is a leading financial institution committed to delivering exceptional client experiences and making a positive impact in the communities we serve.Salary and CompensationThe estimated annual salary for this role is $120,000 - $180,000, based on industry standards and location. Additionally, you will have unlimited earning...
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Investment Specialist
2 weeks ago
Oakville, Ontario, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, InvestmentJob SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, using your creativity and motivation to provide world-class advice and solutions that help clients...
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Building Operations Manager
4 weeks ago
Oakville, Ontario, Canada Fengate Asset Management Full timeFengate Asset Management seeks a highly skilled Building Operations Manager - Portfolio Development to join our team. This is a challenging and rewarding opportunity for a seasoned professional to oversee the day-to-day operations and maintenance of a diverse portfolio of buildings.Job SummaryThe Building Operations Manager - Portfolio Development will be...
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Strategic Real Estate Portfolio Manager
6 days ago
Oakville, Ontario, Canada Veolia Full timeEstimated salary: $120,000 - $180,000 per year.About VeoliaWe are a global leader in environmental solutions and services. Our mission is to contribute to the transition towards a carbon-neutral world by developing innovative solutions for water management, waste recovery, and energy production.Job OverviewWe are seeking an experienced Strategic Real Estate...
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Financial Planning Manager
2 weeks ago
Oakville, Ontario, Canada Eric Gruscyk - Desjardins Insurance Agent Full timeFinancial Planning Manager Job SummaryWe are seeking a skilled Financial Planning Manager to join our Eric Gruscyk - Desjardins Insurance Agent team. The successful candidate will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services.Key Responsibilities:Develop and implement...
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Financial Planner, Investment Specialist
1 month ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Halton Market. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to...
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High Net Worth Investment Manager
2 weeks ago
Oakville, Ontario, Canada BMO Full timeJob OverviewWe are seeking an experienced High Net Worth Investment Manager to join our team at BMO Financial Group.
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High Net Worth Advisor Opportunities
7 days ago
Oakville, Ontario, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping high-net-worth individuals, families, and business owners achieve their financial goals.Job SummaryThis is an excellent opportunity for a self-starter who wants to build and...