Investment Portfolio Manager

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...

Portfolio Management AnalystBeBee Professionals is seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients. The successful candidate will be responsible for conducting thorough portfolio analysis, developing and implementing asset allocation strategies, and constructing and managing 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,...

Investment Portfolio ManagerAs an Investment Portfolio Manager at Bank of Montreal, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating investment policy statements, asset allocations, investment portfolios, and financial plans. Your goal will be to...

Portfolio Management AnalystWe are seeking a highly skilled Portfolio Management Analyst to provide expert portfolio management services to our clients. The successful candidate will be responsible for analyzing and optimizing investment portfolios, ensuring alignment with client goals and risk tolerance.Key Responsibilities:Conduct thorough portfolio...

Job SummaryWe are seeking a highly skilled Investment Counsellor to join our team at BMO. As an Investment Counsellor, 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...

Job Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO Financial Group. As an Investment Portfolio Manager, you will be responsible for managing a portfolio of clients to retain and grow the relationships. You will evaluate client's personal and investment needs and create an investment policy statement, asset...

Job Summary:We are seeking a highly skilled Investment Portfolio Manager to join our team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs, creating an investment policy statement, asset...

At BMO, we are seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our Wealth Sales and Service team, you will be responsible for managing a portfolio of clients to retain and grow the relationships. You will evaluate client's personal and investment needs and create an investment policy statement, asset allocation,...

Job SummaryBMO is seeking a highly skilled Investment Counsellor to join our team. As a key member of our Wealth Sales & Service team, you will be responsible for managing a portfolio of clients to retain and grow relationships.Key ResponsibilitiesDevelop and implement investment strategies to meet client needs and goals.Manage client relationships and...

Job SummaryJob DescriptionUnlock your potential with RBCAs a Wealth Management Professional at RBC Dominion Securities, 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 provide expert advice and guidance to your clients,...

Job DescriptionGrow your business, your way – with RBC Dominion SecuritiesAs a Financial Planning and Wealth Management Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Whether you're looking to start your own business or take your existing one to the next level, we offer the training,...

Job Title: Private Client AdvisorAbout the Role:We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for working with high net worth clients to provide personalized investment advice and portfolio management services.Key Responsibilities:Meet with clients to...

Scotiabank: A Leading Financial InstitutionWe are seeking an experienced Senior Portfolio Manager to join our team at Scotiabank. As a key member of our Private Investment Counsel group, you will be responsible for overseeing and leading a team of investment professionals in Eastern Canada.About the RoleThe Senior Portfolio Manager will be accountable for...

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...

As a key member of the Roynat Equity Partners team, you will play a vital role in making and managing private equity/venture capital fund investments.The Associate Director position requires a strong background in financial modeling, with expertise in analyzing financial information presented by prospects and portfolio funds. You will be responsible for...

Financial Portfolio ManagerWe are seeking a highly skilled Financial Portfolio Manager to join our team at Bridgegreen Capital.About the Role:The Financial Portfolio Manager will be responsible for managing and organizing the financial portfolio of our shareholders, including cash management, treasury services, financial reporting, and investment...

BeBee Professionals is seeking a Portfolio Management Analyst to contribute to our team in Ottawa.Key Responsibilities:* Provide portfolio management services to clients, including portfolio analysis, asset allocation, and portfolio construction.* Collaborate with clients to understand their investment objectives and develop tailored portfolio solutions.*...

Portfolio Management AnalystBeBee Professionals is seeking a skilled Portfolio Management Analyst to provide portfolio management services to our clients. The ideal candidate will have a Bachelor's degree in finance, economics, or a related field, and a minimum of two years of experience in portfolio management.Key Responsibilities:Provide portfolio analysis...

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...