Financial Markets Expert
4 days ago
OceanFront Wealth Inc. is a boutique wealth management firm dedicated to helping high-net-worth families navigate complex financial landscapes with confidence.
Job DescriptionAs a Trading Analyst, your primary focus will be on portfolio monitoring and trade execution, ensuring our clients' investments are managed with precision and in alignment with their financial objectives.
You will work closely with experienced Portfolio Managers to support daily trading operations, portfolio rebalancing, and investment compliance.
Key Responsibilities:- Daily monitoring of client portfolios, ensuring investments align with client objectives and portfolio guidelines.
- Assist Portfolio Managers with trade staging and execution across various asset classes, including equities, fixed income, mutual funds, and options.
- Evaluate and ensure timely and accurate trade settlements, proactively identifying and resolving discrepancies.
- Oversee fee-billing reconciliation, identifying and resolving errors.
- Contribute to policy and procedure documentation to support compliance with regulatory obligations.
- Troubleshoot and improve portfolio management software and trading platforms.
Additionally, you will manage the client database, assist with client reporting, support maintenance of model portfolios, conduct research on market trends and portfolio structures, and stay up-to-date with regulatory and market changes that may impact portfolio management practices.
RequirementsTo succeed in this role, you should have a Bachelor's degree in finance, economics, or a related field, as well as a strong understanding of financial markets, trading operations, and asset classes.
Experience with portfolio management software and trading platforms is an asset, and you should be comfortable working in a fast-paced investment environment where accuracy and efficiency are critical.
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Financial Solutions Expert
5 days ago
West Vancouver, British Columbia, Canada BMO Financial Full timeAbout the OpportunityWe are seeking a highly motivated and results-driven Financial Solutions Expert to join our team at BMO Financial Group. As a key member of our sales force, you will play a critical role in identifying and pursuing new business opportunities, building strong relationships with clients, and driving revenue growth.Key...
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Vancouver, British Columbia, Canada BlueShore Financial Full timeJob DescriptionWe are seeking a highly skilled Strategic Financial Performance Coach and Talent Development Expert to join our team at BlueShore Financial.About Us:BlueShore Financial is a leading financial services provider on the West Coast, known for our commitment to delivering exceptional client experiences. Our innovative approach and expert advice...
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Lending Expert
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Financial Services Digital Expert
6 days ago
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Mortgage Solutions Expert
5 days ago
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Financial Advisor
4 days ago
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Financial Advisor
4 weeks ago
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Financial Advisor
2 weeks ago
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Financial Solutions Expert
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Financial Advisor Opportunity
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Financial Services Expert
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Financial Advisor
4 weeks ago
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Tax and Insurance Expert
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Digital Marketing Expert
4 days ago
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Loan Origination Expert
5 days ago
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High Net Worth Sales Growth Expert
5 days ago
Vancouver, British Columbia, Canada iA Financial Group Full time**Role Summary:**iA Financial Group is seeking a seasoned professional to fill the position of Director, Advanced Sales. This role will focus on driving sales growth and expansion in the High Net Worth (HNW) market, leveraging our company's expertise and resources.About the Company:iA Financial Group is a leading financial services provider, with a strong...
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Vancouver, British Columbia, Canada Capital Markets Advisors LLC Full timebrooks@capital-markets-advisors.Please like and share within your network. Capital Markets Advisors (CMA) is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished wealth management firm that is seeking to expand their dynamic team. Our client, a growing female-led financial advisory firm...
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Financial Expert
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Strategic Financial Advisor
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Director of Financial Operations
4 days ago
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