Financial Services Portfolio Manager

As a Portfolio Management Associate at MD Financial Management, you will play a key role in fostering and maintaining client relationships through regular, comprehensive contact. This involves ensuring all portfolios are compliant with the clients' Investment Policy Statements, networking internally to promote the value proposition relating to Private...

BeBee Professionals is looking for a talented Financial Portfolio Manager to oversee the management and monitoring of investment portfolios. The ideal candidate will have a strong background in finance and accounting, with a minimum of two years of experience in a similar role. Key responsibilities include:Managing and monitoring investment...

Foster strong client relationships through regular contact and ensure portfolios are compliant with clients' Investment Policy Statements.Network internally to promote the value proposition of Private Investment Counsel services and keep current on financial matters affecting client investment activities.Team with specialists to provide a complete financial,...

About MD Financial ManagementMD Financial Management is a leading provider of investment management and wealth planning services.Salary Range:$80,000 - $120,000 per yearJob Description:This role involves working closely with clients to understand their financial goals and objectives, and providing tailored investment solutions to meet their needs.Key...

Foster strong client relationships through regular contact and ensure portfolios are compliant with clients' Investment Policy Statements.Network internally to promote the value proposition of Private Investment Counsel services and team with specialists to provide a complete financial program for clients.Understand how the Bank's risk appetite and risk...

Main Responsibilities• Maintain the financial health of a project portfolio.• Ensure accurate recording of monthly income.Key Requirements• Closely support the billing specialist in the monthly billing process.• Provide financial monitoring and support to managers.About the RoleThis is a dynamic finance role that offers a flexible hybrid work mode,...

Requisition ID: 195546Scotiabank is seeking a talented and enthusiastic Associate Portfolio Manager to join our team in MD Financial Management.As an Associate Portfolio Manager, you will provide client relationship management for discretionary portfolio management services to MD clients.Key Responsibilities:• Foster, maintain and strengthen client...

Job OverviewWe are seeking a highly skilled Senior Legal Counsel to join our Legal Services team, supporting our subsidiary, iA Global Asset Management (iAGAM), one of Canada's largest asset managers, with over $100 billion in assets under management.Responsibilities include:Providing legal support to iAGAM teams responsible for investment in debt, real...

Job SummaryWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Management Limited, a division of Scotia Wealth Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy...

Financial Services ProfessionalbeBee Professionals is looking for a Financial Services Professional to provide financial guidance and support to clients. Key responsibilities include managing client portfolios, developing retirement plans, and providing estate planning services.The ideal candidate should have a Bachelor's degree in finance, accounting, or a...

Job Title: Senior Legal Counsel, InvestmentsAbout the Role:iA Financial Group is seeking a Senior Legal Counsel to join the Legal Services team, primarily dedicated to supporting our subsidiary, iA Global Asset Management (iAGAM), one of Canada's largest asset managers, with over $100 billion in assets under management.Key Responsibilities:Provide legal...

Job OverviewThe Commercial & Wealth Management team at EightSix Network is seeking a highly skilled Account Manager to join our dynamic team. As an Account Manager, you will be responsible for growing the portfolio of business clients assigned to you.Salary RangeWe offer a competitive salary range of $80,000 - $120,000 per year, depending on experience and...

About UsiA Financial Group is a leading insurance and financial services company in North America, committed to innovation and growth.With over 140 actuaries, we offer a culture of entrepreneurship where employees can collaborate, learn, and grow alongside experts in the field.Our company overview showcases our commitment to excellence and customer...

OverviewBMO Financial Group is a leading bank in North America, committed to providing exceptional customer service and innovative financial solutions. Our team of professionals works together to drive growth, build strong relationships, and make a positive impact in our communities.SalaryThe estimated salary for this role is $83,000 - $145,000 per year,...

We are seeking a highly skilled Investment Portfolio Accountant to manage and monitor the performance of investment portfolios for our clients. The successful candidate will have a Bachelor's degree in finance, accounting, or a related field, and a minimum of two years of experience in a similar role. Key responsibilities include:Managing and monitoring...

Are you a marketing innovator with a passion for driving business growth? Do you have a knack for developing and executing commercial strategies that fuel customer engagement and drive revenue?At Premier Tech, we're pushing the boundaries of innovation to enhance client manufacturing facility efficiency through automation and robotics. We're looking for a...

Wealth Management AnalystbeBee Professionals is seeking a skilled Wealth Management Analyst to provide financial advice and services to clients. Key responsibilities include portfolio management, retirement planning, and estate planning.The ideal candidate should have a Bachelor's degree in finance, accounting, or a related field, as well as a minimum of two...

We are seeking a skilled Portfolio Accounting Specialist to join our team at BeBee Professionals. The successful candidate will have a Bachelor's degree in finance, accounting, or a related field, and a minimum of two years of experience in a similar role. Key responsibilities include:Managing and monitoring investment portfoliosProviding financial advice to...

Unlock Your Potential as a Product Segment ManagerAre you a visionary leader with a passion for innovation and a knack for driving impactful marketing strategies? Do you thrive in a fast-paced environment where creativity and collaboration come together to shape the future of product development?Your Future RoleDevelop and execute comprehensive product...

Job OverviewWe are seeking an experienced Senior Business Development Manager to join our team in Brossard, Canada. This is a key role that will drive the growth of our commercial banking portfolio in the assigned market area.The ideal candidate will have a strong background in sales and relationship management, with a proven track record of building and...