Associate Portfolio Manager
2 days ago
Portfolio Management duties include, but are not limited to:
- Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest.
- Build a warm and trusting relationship with clients as much as possible. Strong communications skills with clients, QWealth Staff, and our team.
- Set an appropriate asset mix to match the clients’ mandates, needs, and investment restrictions.
- Update client KYC data and complete suitability reviews every 365 days for each client. Provide daily oversight of client trading of their portfolios while maintaining proper asset mixes in d1g1t and keep accurate and complete client documentation records for any exceptions. Monitor client portfolios to ensure they are within Mandate/IPS ranges.
- Respond to client inquiries/requests which require analytical detail and knowledge of investment products and the investment industry. As needed, discuss the economy, market conditions, and portfolio performance with Wealth Advisors and clients.
- Work closely with the client’s Financial Planner/Wealth Advisor to facilitate the integration of the financial planning and investment strategy goals.
- Exhibit constructive issue resolution where required.
- Participate in the investment committee and sub-committees.
- Any other functions which may require the services of an Advising Representative.
Associate Portfolio Management duties, if not eligible for PM registration, consist of pre-approved advice and supervision by a Portfolio Manager.
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Associate Portfolio Manager
2 weeks ago
Saskatoon, Saskatchewan, Canada Quintessence Wealth Full timePortfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest.Build a warm and trusting relationship with clients as much as possible....
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Associate Portfolio Manager
3 days ago
Saskatoon, Canada Q Wealth Partners Full timePortfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as...
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Associate Portfolio Manager
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Saskatoon, Canada Q Wealth Partners Full timePortfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...
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Portfolio Governance
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Portfolio / Project Manager - Job Id 497
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Saskatoon, Canada WestCorp Solutions Full timeThe role is a combination of portfolio and project management. The projects are focused on continuous improvement and business process. There are also projects around land and mineral right purchases. The portfolio management piece includes oversight on a $30M portfolio for the Engineering, Technology and Capital team, supporting with annual budget...
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Leasing Portfolio Manager
1 week ago
Saskatoon, Canada CanadaOne Dealer Services Full timePrairieOne Motor Group, the fastest growing automotive group in the Prairies, is **NOW HIRING**a Leasing Portfolio Manager. This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the communities that we serve, and building a brand that is recognized across North America for our...
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Leasing Portfolio Manager
2 days ago
Saskatoon, Canada Canada CarMatcher Full timePrairieOne Motor Group, the fastest growing automotive group in the Prairies, is **NOW HIRING **a Leasing Portfolio Manager. This is your opportunity to get your foot in the door with an automotive group that believes in growing our talent, connecting with the communities that we serve, and building a brand that is recognized across North America for our...
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Senior Capital Portfolio Manager
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Saskatoon, Canada Nutrien Full timeNutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future , is the reason we come to work each day. We’re guided by our culture of care and our core values: safety, inclusion, integrity, and results. When we say we care, we mean it. We’re creating an inclusive...
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Client-First Portfolio Manager
3 days ago
Saskatoon, Canada Q Wealth Partners Full timeA financial services firm located in Canada, Division No. 11, Saskatoon, is seeking an individual for portfolio management duties. This involves conducting Know Your Client meetings, fulfilling fiduciary obligations, and building trusting relationships with clients. Candidates should have strong communication skills and the ability to monitor client...
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Client-First Portfolio Manager
21 hours ago
Saskatoon, Canada Q Wealth Partners Full timeA financial services firm located in Canada, Division No. 11, Saskatoon, is seeking an individual for portfolio management duties. This involves conducting Know Your Client meetings, fulfilling fiduciary obligations, and building trusting relationships with clients. Candidates should have strong communication skills and the ability to monitor client...