Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
125 000,00 $CA par an
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...Voir plusDernière mise à jour : il y a 24 jours
We are Rossdown Natural Foods, a fourth-generation family-run business with a mission to provide Canadian families with a trusted, local source of healthy, high-quality poultry products.From farm t...Voir plusDernière mise à jour : il y a 11 jours
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Department Manager
H&M GroupAbbotsford, British Columbia, Canada
Temps plein
As a Department Manager youll be the leader supporting and encouraging your whole team.By bringing everyone together youll be able to create an inclusive culture that promotes collaboration and an ...Voir plusDernière mise à jour : il y a 7 jours
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Nouvelle offre
Retail Store Manager
Bloomex CanadaAbbotsford, BC, Canada
Temps plein
The Retail Store Manager oversees daily operations, coordinates staff, manages inventory, and ensures customer satisfaction in a floral retail environment.
Key tasks include but not limited to order...Voir plusDernière mise à jour : il y a 7 heures
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Quality Assurance Manager
Apptoza Inc.British Columbia, Canada
I hope this message finds you well.I am excited to share that we are currently looking to expand our team and have some fantastic opportunities available!.
We are hiring for the position of ".If you...Voir plusDernière mise à jour : il y a 12 jours
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Nouvelle offre
General Manager
Humans of HRFraser Valley, BC, Canada
Temps plein
Humans of HR is an upcoming boutique recruitment agency and is very quickly becoming the go-to agency for hiring and placement of skilled Professionals.
Combined with our vast network and extraordin...Voir plusDernière mise à jour : il y a 7 heures
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Backend Development Manager
BitKernelGreater Vancouver Metropolitan Area, Canada
140 000,00 $CA – 180 000,00 $CA par an
BitKernel is at the forefront of advanced video streaming solutions, creating a comprehensive suite of secure, end-to-end SaaS products designed to elevate long-form video content delivery across t...Voir plusDernière mise à jour : il y a 12 jours
Office Manager
EnvolLower Mainland, BC, CA
80 000,00 $CA par an
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Are you an organized, adaptable, and dynamic Office Manager with a knack for keeping things running smoothly? Tino Mechanical is hiring a Full-Time Office Manager to lead our administrative o...Voir plusDernière mise à jour : il y a 4 jours
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Store Manager
McDonald'sBritish Columbia, British Columbia, Canada
Temps plein
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Account Manager, AdTech
illuminCAN - Pacific Time Zone, BC, CA
Temps plein
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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...Voir plusDernière mise à jour : il y a plus de 30 jours
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Manager Bookkeeping Services
Robert Halfprovince of British Columbia (BC)
70 000,00 $CA – 80 000,00 $CA par an
CDI
Quick Apply
Amazing opportunity to work remotely and be part of a growing boutique public practice firm that has a strong niche market in providing professional bookkeeping services to their small to medium si...Voir plusDernière mise à jour : il y a 7 jours
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Nouvelle offre
Project Manager
Lacey Developments Ltd.Fraser Valley, BC, Canada
Temps plein
The company is located in Fraser Valley, BC, and is dedicated to delivering high-quality construction projects with attention to detail and client satisfaction.
This is a full-time on-site role for ...Voir plusDernière mise à jour : il y a 7 heures
Project Manager – Wood Frame Residential.Kelowna / Penticton, BC - Relocation help provided, contact shaun.Skyline Recruitment Ltd is pleased to partner with Mission Group Enterprises on their Projec...Voir plusDernière mise à jour : il y a 13 jours
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Plant Manager
Cobalt SearchGreater Vancouver, BC, Canada
130 000,00 $CA – 160 000,00 $CA par an
Temps plein
Are you passionate about driving operational excellence in aluminium extrusion manufacturing?.Would you like to work in a company that values creativity and innovation?.
Our client, a leading suppli...Voir plusDernière mise à jour : il y a 7 heures
Are you a compassionate Certified Nutrition Manager looking for a fulfilling career? We are looking for a part-time (15-20 hours per week) Food Service Manager to join our The Mayfair Senior Living...Voir plusDernière mise à jour : il y a plus de 30 jours
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Property Manager-(Apartments)
Anjalie Developments Ltd.Abbotsford, BC, Canada
Temps plein
We are seeking a live-in Property Manager to oversee the day to day operations of an upscale apartment building in Abbotsford B.
Marketing, advertising and leasing apartments.Manage resident relatio...Voir plusDernière mise à jour : il y a 6 jours
Program Manager
Pacific Coast Community ResourcesAbbotsford, BC, CA
90 000,00 $CA par an
Temps plein
Quick Apply
PROGRAM MANAGER At Pacific Coast Children’s Resources, we have provided personalized services to children and youth living with diverse abilities since 2010.
Today we offer our services throug...Voir plusDernière mise à jour : il y a plus de 30 jours
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General Manager
Cactus Club CafeGreater Vancouver, BC, Canada
85 000,00 $CA – 120 000,00 $CA par an
Temps plein
Our General Managers lead the business with an entrepreneurial spirit and an ownership mentality, driving sales and profitability while maintaining operational excellence in both beverage quality a...Voir plusDernière mise à jour : il y a 13 jours
Salon Manager
Chatters Limited PartnershipsLower Mainland, BC, CA
CDI
Quick Apply
Do you have a passion for business AND an artistic flare ? Are you a driven, inspirational mentor that strives for success? That is what Style Happy and Chatte...Voir plusDernière mise à jour : il y a 4 jours
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Nouvelle offre
Outsourcing Manager
IFG - International Financial GroupGreater Vancouver, BC, Canada
Temps plein
Title : Environment Outsource Manager / Environment Outsource review art.This is a great opportunity for an Environment Art Outsource Manager or an Environment Artist with experience in reviewing art...Voir plusDernière mise à jour : il y a 7 heures
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
Il y a 24 jours
Salaire
125 000,00 $CA par an
Type de contrat
Quick Apply
Description de poste
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.