Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
CA$125,000.00 yearly
Full-time
Quick Apply
We are seeking an Associate Portfolio Manager or Portfolio Manager to complement our team.As a small firm, we place great emphasis on finding a candidate whose personality aligns with our values an...Show moreLast updated: 9 days ago
Promoted
SCRUM Project Manager
RELQ TECHNOLOGIES LLCEast Kootenay, British Columbia, Canada
Full-time
Define project scope goals and deliverables in collaboration with stakeholders.Plan and manage project timelines budgets and resources to ensure successful delivery.
Lead Agile ceremonies including ...Show moreLast updated: 9 days ago
Therapeutic Recreation Manager
Retirement ConceptsChilliwack, BC
CA$30.76–CA$35.44 hourly
Full-time
Quick Apply
At West Coast Seniors Housing Management, we see our communities as a family and we are equally committed to our residents and our staff.
We provide an engaging work environment and treat each other...Show moreLast updated: 30+ days ago
Project Manager
MacDonald Search GroupBritish Columbia, CA
Our client aims to be a leading provider of Division 10 products, delivering exceptional customer service, competitive pricing, and expertise in project management and installation.Specializing in ...Show moreLast updated: 30+ days ago
Sales Manager
AutoCanadaChilliwack, BC, CA
CA$30.00–CA$35.00 hourly
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 recog...Show moreLast updated: 30+ days ago
Maintenance Manager
Park Place Seniors LivingAgassiz, BC, CA
CA$58,240.00–CA$72,800.00 yearly
Quick Apply
Join Our Team as a Maintenance Manager! Are you a caring individual passionate about making a difference in the lives of seniors? If so, we invite you to join our team at Agassiz Seniors Community ...Show moreLast updated: 23 days ago
Promoted
Environmental Project Manager
MountainCrest Personnel Inc.Lower Mainland, British Columbia, Canada
Environmental Project Manager : Harvey 2554.The Project Manager is involved with all facets of projects related to Environmental, demolition, reclamation, and remediation, civil and earthworks.Proje...Show moreLast updated: 30+ days ago
Product Manager
G&F Financial GroupBC null, CA
CA$350.00–CA$550.00 weekly
Full-time
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration.B...Show moreLast updated: 30+ days ago
Promoted
Store Manager
McDonald'sBritish Columbia, British Columbia, Canada
We are more than just your local restaurant.We are a collection of hardworking small-business owners.Did you know that from coast to coast, we serve delicious choices to more than 2.Canadian famili...Show moreLast updated: 30+ days ago
Account Manager, AdTech
illuminCAN - Pacific Time Zone, BC, CA
Quick Apply
Who we are At illumin, we are transforming the advertising landscape.Our platform offers an integrated space for journey planning, execution, and reporting.
It empowers marketers to connect with the...Show moreLast updated: 30+ days ago
restaurant manager
Mary Brown's ChickenSardis, BC, CA
CA$29.00 hourly
Permanent
Secondary (high) school graduation certificate.Plan and organize daily operations.Organize and maintain inventory.Ensure health and safety regulations are followed.
Negotiate arrangements with suppl...Show moreLast updated: 2 days ago
Airside Experience Specialist - YVR
Signature AviationBC, Canada
Full-time
The Airside Experience Specialist is responsible for a variety of duties that contribute towards safely providing requested services for general aviation aircraft, crew and other guests.An Airside ...Show moreLast updated: 18 days ago
Remote Sales Manager
AO Globe LifeBC, CA
Remote
Full-time
Quick Apply
Lead with Impact and Flexibility – Join Our Dynamic Remote Sales Team! Are you ready to redefine what it means to succeed in sales, all from the comfort of your home? We’re seeking moti...Show moreLast updated: 18 days ago
Daycare Manager
York Region District School BoardBritish Columbia, Canada
CA$24.00 hourly
Full-time
Early Childhood Education Manager Position Status : Full-timeLocation : Blueberry River First Nations in northeast British ColumbiaReports to : Band ManagerAbout Blueberry River First Nations : BRFN is...Show moreLast updated: 30+ days ago
Manager, Business Resilience
EightSix NetworkBC
CA$80,640.00–CA$121,760.00 yearly
YVR is a place of connection, bringing together people, places and cargo while ensuring a safe and efficient experience for everyone.
This role is an integral part of keeping the airport safe and co...Show moreLast updated: 30+ days ago
financial manager
VALLEX DEEP CONSTRUCTION LTD.BC, CA
CA$58.00–CA$65.00 hourly
Permanent
Heures de travail : 30 to 40 hours per week.Identifying and investigating compliance issues.Plan and control budget and expenditures.
Establish and implement policies and procedures.Design and manage...Show moreLast updated: 30+ days ago
Tax Manager
Elevation CapitalRemote, BC, CA
Remote
ABOUT US Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding.Run by a highly ...Show moreLast updated: 30+ days ago
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
9 days ago
Salary
CA$125,000.00 yearly
Job type
Full-time
Quick Apply
Job description
Job Description
We are seeking an Associate Portfolio Manager or Portfolio Manager to complement our team. As a small firm, we place great emphasis on finding a candidate whose personality aligns with our values and culture.
The candidate will play a key role in fostering and maintaining client relationships, aiming to understand their life goals, situations, and financial requirements thoroughly, thereby providing customized portfolio solutions while ensuring client satisfaction. This role involves analyzing financial data, monitoring market trends, and making informed investment decisions to optimize portfolio performance.
Key Responsibilities :
Identify new business opportunities through client referrals or prospective clients.
Manage and monitor investment portfolios to ensure alignment with clients' objectives, risk tolerance, and investment guidelines.
Provide comprehensive financial planning advice and solutions, with a focus on enabling clients to achieve their goals.
Build and maintain strong relationships with clients by understanding their financial goals and providing tailored investment solutions.
Utilizing the KYC process and IPS to understand client needs and determine appropriate asset allocation models.
Provide excellent customer service by addressing client inquiries and concerns promptly.
Adhere to regulatory requirements and compliance standards in portfolio management activities.
Foster a culture of open communication, actively participate in investment meetings and encourage the generation of innovative ideas.
Education / Work Experience
Licensed as a Portfolio Manager or Associate Portfolio Manager or has the ability to become licensed as Portfolio Manager or Associate Portfolio Manager upon hire.
Proven experience in portfolio management, client service, or related roles.
Excellent communication and interpersonal skills, as well as interpersonal, listening, and people management skills.
Self-motivated, disciplined, and committed to executing with integrity.
University Degree in Finance, Economics, or a related field.
CIM, CFP or CFA qualification is preferred.
Working knowledge of individual investment account types (RRSP, LIRA, TFSA, Taxable, Corporate, FHSA) is required.