Portfolio Management Specialist

Unlock a challenging and rewarding career as a Senior Manager, Portfolio Specialist at Royal Bank of Canada. In this role, you will play a crucial part in managing the bank's real estate portfolio, ensuring alignment with business strategies and goals.About the RoleWe are seeking an experienced Senior Manager, Portfolio Specialist to join our team. As a key...

About the Role:Gilmore Partners is seeking an experienced Portfolio Management Specialist to join our team in Downtown Toronto. This role offers a unique opportunity to work with a single family office, providing administrative and operational support for client investments.Job Description:Maintain and update client account information, ensuring accuracy and...

We are seeking a skilled Portfolio Management Specialist to join our team in Toronto, Canada. As a Portfolio Management Specialist, you will be responsible for supporting the day-to-day management of client portfolios through trade communication, report generation, and ongoing communication with Investment Counsellors and their teams on a range of portfolio...

About UsOptimize Wealth Management (Optimize Inc.) is a leading wealth management firm in Toronto, ON. We provide personalized financial solutions and advice to our clients.Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment strategy and team. The successful candidate will be responsible for developing and communicating...

Job SummaryA seasoned Condominium Portfolio Manager is sought by Del Property Management Inc. to oversee the efficient operation, maintenance, and management of a high-rise condominium complex.

We are seeking a skilled Strategic Portfolio Development Specialist to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to provide expert guidance on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.About the RoleThis is an exciting opportunity for a seasoned...

About the RoleWe are seeking an experienced Investment Portfolio Specialist to join our team at Gilmore Partners.As a key member of our investment administration team, you will play a crucial role in ensuring the efficient and compliant management of client investments.Your primary responsibilities will include:

Unlock Your Potential as a Senior Portfolio Management Application SpecialistWe are seeking an exceptional Senior Portfolio Management Application Specialist to join our dynamic team at Royal Bank of Canada. As a key member of our Wealth Management Canada (WMC) group, you will play a critical role in supporting the delivery of optimal Portfolio Management...

At Optimize Wealth Management, we pride ourselves on delivering exceptional financial solutions to our clients in Toronto, ON. Our team of experienced professionals is dedicated to helping individuals achieve their long-term financial goals through personalized wealth management strategies.We are currently seeking a highly skilled Senior Portfolio Strategist...

Company OverviewOptimize Wealth Management is a prominent wealth management firm in Toronto, ON, dedicated to delivering exceptional financial solutions tailored to clients' needs. With a focus on holistic wealth management, our team provides personalized strategies for success.Job SummaryWe are seeking an experienced Portfolio Management Director to oversee...

About the RoleWe are seeking a highly skilled Portfolio Administrator to join our team at Beutel, Goodman & Company Ltd. This is an excellent opportunity for someone who is detail-oriented and able to work effectively in a fast-paced environment.Job DescriptionThe successful candidate will be responsible for managing client portfolios, processing trades, and...

About the RoleThe Portfolio Administrator is a crucial member of our team, responsible for the accurate recordkeeping of institutional accounts and processing of Fund trades. This position requires strong communication skills to interact with clients, auditors, custodians, and internal stakeholders.Key ResponsibilitiesReconcile client portfolio cash balances...

Job DescriptionThe Portfolio Administrator plays a crucial role in the effective management of institutional accounts and Fund trades. They will interact with clients, auditors, custodians, and multiple stakeholders from internal departments to ensure seamless communication flow.Main ResponsibilitiesReconcile client portfolio cash balances with custodian...

Role OverviewWe are seeking a skilled Financial Services Portfolio Strategist to join our Portfolio Management and Financial Advisory Team in Toronto. This role requires expertise in wealth management, including investments, financial planning, tax planning, will and estate planning, and insurance.About Optimize Wealth ManagementWe are a fast-growing...

Wealth Management OpportunityOptimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking a highly skilled Strategic Wealth Management Specialist to join their team.About Optimize Wealth Management:Located in the downtown financial district, Optimize Wealth Management provides personalized financial solutions and advice to its...

Job SummaryThe Portfolio Administrator will be responsible for maintaining accurate records of institutional accounts and processing Fund trades. The role requires effective communication with clients, auditors, custodians, and internal stakeholders to ensure seamless workflow.About Beutel, Goodman & Company Ltd.We are a reputable financial services firm...

About Aligned Capital Partners Inc.Aligned Capital Partners Inc. is a fast-growing investment dealer with a Unified Managed Accounts (UMA) platform that provides direct access to top asset managers in the world. We are seeking a highly motivated individual to join our team as a Financial Portfolio Specialist.Job Summary: The successful candidate will support...

Del Property Management Inc.Company OverviewDel Property Management Inc. is a renowned leader in condominium property management, boasting a portfolio of 90,000 condominium suites across 300 communities developed by Tridel and third parties. As a trusted industry expert, we continue to set the standard within the Greater Toronto Area (GTA).Job DescriptionThe...

Recruitment Consultant – The Portfolio Group Who are we The Portfolio Group is an award-winning specialist recruitment agency sourcing talented professionals across our four specialist Divisions for Payroll, Credit Control, Procurement, and HR & Reward while also partnering with businesses to offer a full RPO solution across the UK. Established in 1988, we...

About the RoleAs a Strategic Commercial Portfolio Management Specialist at EQ Bank | Equitable Bank, you will play a crucial role in managing complex commercial mortgage facilities and ensuring that credit risk is controlled within approved guidelines.Job SummaryWe are seeking an experienced professional with a strong background in commercial real estate...