Senior Portfolio Operations

3 weeks ago


Ottawa, Canada AGF Management Limited Full time

A leading private investment counsel firm in Ottawa is seeking a Manager for Portfolio Administration & Operations. This role involves managing complex tasks, resolving operational issues, and facilitating process improvements. Candidates should have 5-7 years in operations within wealth management and certifications like CSC or CIM. Strong communication, attention to detail, and proficiency in analytical tools are essential. The position offers a full-time opportunity in a supportive work environment.#J-18808-Ljbffr



  • Ottawa, Canada AGF Investments Full time

    4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...


  • Ottawa, Canada AGF Investments Full time

    4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...


  • Ottawa, Canada AGF Investments Full time

    4 days ago • Be among the first 25 applicants. About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan...


  • Ottawa, Canada AGF Management Limited Full time

    About Doherty & Associates Doherty & Associates, a subsidiary of AGF Investments Inc., is a private investment counsel firm that builds custom portfolios tailored for private clients as well as foundations and institutions. Doherty works with individual clients in all aspects of their finances, building a plan that will help them achieve their unique goals....


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