Financial Portfolio Manager

As a Senior Financial Portfolio Manager with Co-operators Financial Services, you will be responsible for driving growth and delivering exceptional customer experiences.About Co-operatorsWe are a leading Canadian financial services cooperative offering innovative insurance solutions, wealth management products, and expert advice to our clients. With over $56...

We are seeking a highly skilled Financial Portfolio Manager to join our team at Bridgegreen Capital. This is an exciting opportunity for a motivated and experienced professional to oversee the financial portfolio of our shareholders.As a key member of our finance team, you will be responsible for managing cash flows, overseeing treasury operations, and...

Job Title: Account Management Partner F/HAt Aviso Wealth Inc, we are looking for a skilled Financial Portfolio Manager to join our team. This role is responsible for building strong relationships with our members, understanding their financial goals, and providing tailored investment solutions to help them achieve their objectives.Key Responsibilities:Assist...

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.

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,...

Job OverviewWe are seeking a highly motivated and experienced Senior Financial Planner to join our team at Blue Zones Financial Solutions. As a key member of our wealth management team, you will be responsible for collaborating with our senior advisors to provide comprehensive financial planning and investment management services to our clients.Your primary...

Job DescriptionAs a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with your assigned client base. Your primary goal will be to understand their business needs, identify areas for improvement, and recommend existing or customized solutions. You will be the key contact for your clients and will work...

Project Accountant Role SummaryWe are seeking a highly skilled Project Accountant to join our finance team at CIMA+. As a Project Accountant, you will play a crucial role in maintaining the financial health of our project portfolio, ensuring accurate recording of monthly income, and supporting the billing specialist in the monthly billing process.Main...

About UsCB Canada is a privately owned and operated Canadian company with over 50 years of experience in delivering advanced technology solutions. We employ a team of highly skilled professionals who provide subject matter expertise to clients across various markets.Job DescriptionThe Portfolio Development Manager plays a critical role in developing and...

Job SummaryAviso Wealth Inc is seeking a seasoned professional to join our team as a Senior Portfolio Manager or Financial Wellness Consultant. In this role, you will be responsible for assisting members in building customized financial wellness plans that cater to their unique needs.The ideal candidate will have a proven track record of networking,...

{"title":"Financial Services Opportunity","subtitle":"Private Client Advisor","text":"Firm Overview: Our partner, a large global portfolio management firm, manages over $200 billion in assets. Each client receives a customized portfolio tailored to their needs, with a focus on global diversification and individual stocks and bonds.Role Description: As a...

About the RoleAs a Senior Financial Advisor – Portfolio Growth Specialist at ScotiaMcleod, you will play a vital role in helping our clients achieve their financial goals. This is an excellent opportunity to work with a renowned wealth management firm and contribute to the success of our clients.

Job Title: Portfolio Management InstructorUniversité d'Ottawa seeks a highly qualified instructor to teach a 3-credit course on portfolio management.About the CourseThe course covers modern portfolio theory, the capital asset pricing model, and active portfolio management. Students will learn how to select and manage investment portfolios, and how to...

Job DescriptionWe are seeking a skilled Strategic Financial Operations Coordinator to join our team at Desjardins Financial Security Independent Network - Ottawa #118. In this role, you will provide technical support to a lead advisor, assisting with data gathering and analysis, financial planning recommendations, implementation, and portfolio...

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...

{"Required Skills/Abilities": "Minimum of 5 years in operations managementProven track record of successfully manage contracts client relationships and staff developmentProven experience in managing large-scale contracts and budgetsAbility to work in a fast-paced dynamic environmentExcellent communication and negotiation skillsStrategic thinking with the...

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...

Company OverviewThe Taggart Group of Companies is a leading player in the real estate industry, with a focus on acquiring, developing, leasing, and managing retail, residential, office, and commercial properties. With a significant portfolio of income-producing properties, the company is growing its operations through development and acquisition.As a dynamic...

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...

Job SummaryWe are seeking a highly skilled and experienced Master Portfolio Manager to lead our operational, technology, and strategic projects. As a key member of our Portfolio Delivery Group, you will be responsible for leading multidisciplinary teams, establishing strong relationships with internal and external stakeholders, and driving project...