Portfolio Management Associate
1 week ago
We are seeking a highly skilled and experienced Portfolio Management Associate to join our team at MD Financial Management.
Key Responsibilities- Foster and maintain strong client relationships through regular communication and comprehensive contact.
- Ensure all portfolios are compliant with clients' Investment Policy Statements.
- Network internally to promote the value proposition of Private Investment Counsel services.
- Stay up-to-date on financial matters affecting client investment activities.
- Collaborate with specialists to provide a comprehensive financial, practice, and life program for clients.
- Understand and apply Scotiabank's risk appetite and risk culture in day-to-day activities.
- Drive effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
- Champion a high-performance environment and contribute to an inclusive work environment.
- Develop business, network, and pipeline-building skills to drive business growth.
- Travel as required.
- Level 1 CFA or Chartered Investment Manager (CIM) designation with 24 months of relevant experience.
- Minimum 3 years of qualifying experience for Associate Advising Representative registration.
- College or University degree.
- Excellent verbal and written communication skills.
- Ability to remain calm under pressure.
- Strong organization skills, goal-driven, and action-oriented.
- Ability to build relationships and work as a team player.
- Demonstrated ethics and values, with high integrity and trustworthiness.
- Strong computer skills, including MS Word, MS Excel, and portfolio management software.
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Portfolio Manager Associate
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full time**Job Summary**MD Financial Management is seeking a highly skilled and experienced Portfolio Manager Associate to join our team. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting the value proposition of our Private Investment...
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Portfolio Manager Associate
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full time**Job Summary**MD Financial Management is seeking a highly skilled and experienced Portfolio Manager Associate to join our team. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting the value proposition of our Private Investment...
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Portfolio Manager Associate
3 weeks ago
Québec, Quebec, Canada MD Financial Management Full time**Job Summary**MD Financial Management is seeking a highly skilled and experienced Portfolio Manager Associate to join our team. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting the value proposition of our Private Investment...
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Portfolio Manager Associate
3 weeks ago
Québec, Quebec, Canada MD Financial Management Full time**Job Summary**MD Financial Management is seeking a highly skilled and experienced Portfolio Manager Associate to join our team. As a key member of our portfolio management team, you will be responsible for fostering and maintaining strong client relationships, ensuring portfolio compliance, and promoting the value proposition of our Private Investment...
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Portfolio Management Associate
7 days ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Portfolio Management Associate to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
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Portfolio Management Associate
7 days ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Portfolio Management Associate to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
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Portfolio Manager Associate
6 days ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
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Portfolio Manager Associate
6 days ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
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Portfolio Management Associate
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Portfolio Management Associate to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
-
Portfolio Management Associate
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Portfolio Management Associate to join our team at MD Financial Management.Key ResponsibilitiesFoster and maintain strong client relationships through regular and comprehensive contact.Ensure all portfolios are compliant with clients' Investment Policy Statements.Network internally to promote and...
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Associate Portfolio Manager
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through...
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Associate Portfolio Manager
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through...
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Associate Portfolio Manager
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through...
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Associate Portfolio Manager
4 days ago
Québec, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled and motivated Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through regular...
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Associate Portfolio Manager
5 days ago
Québec, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled and motivated Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through regular...
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Associate Portfolio Manager
4 days ago
Québec, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled and motivated Associate Portfolio Manager to join our team at Scotiabank. As an Associate Portfolio Manager, you will be responsible for providing exceptional client service and managing discretionary portfolios for our clients.Key ResponsibilitiesFoster and maintain strong relationships with clients through regular...
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Investment Portfolio Associate
1 month ago
Québec, Quebec, Canada MD Financial Management Full timeIs this position suitable for you? In this capacity, you will: • Cultivate, uphold, and enhance client connections through consistent and thorough communication. • Ensure all investment portfolios adhere to the clients' Investment Policy Statements. • Collaborate internally to strengthen relationships and ensure the value proposition of Private...
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Portfolio Manager Associate
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Financial Management.As an Associate Portfolio Manager, you will be responsible for providing exceptional client relationship management for discretionary portfolio management services to our clients.Key ResponsibilitiesFoster and maintain strong...
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Portfolio Manager Associate
2 weeks ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Financial Management.As an Associate Portfolio Manager, you will be responsible for providing exceptional client relationship management for discretionary portfolio management services to our clients.Key ResponsibilitiesFoster and maintain strong...
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Portfolio Manager Associate
7 days ago
Québec, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a talented and client-focused Associate Portfolio Manager to join our team at MD Financial Management.As an Associate Portfolio Manager, you will be responsible for providing exceptional client relationship management for discretionary portfolio management services to our clients.Key ResponsibilitiesFoster and maintain strong...