Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
125 000,00 $CA par an
Temps plein
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 12 jours
Field Nurse Case Manager (12-Month Contract)
MCD McKesson Canada Corporation / La Corporation McKesson CanadaRemote, BC, CAN
52 100,00 $CA – 86 900,00 $CA par an
Télétravail
Temps partiel
The Field Nurse Representative is an integral part of the Patient Services team, responsible for the coordination and delivery of services related to the patient support programs offered by McKesso...Voir plusDernière mise à jour : il y a 29 jours
Our client is a Construction Management and Development company based in the lower mainland that’s been in business for over 10 years.
They have a strong project pipeline into 2028 and have been pri...Voir plusDernière mise à jour : il y a 18 heures
Infirmière / Infirmier gestionnaire de cas / Bilingual Nurse Case Manager
Innomar StrategiesRemote, BC
23 088,00 $CA – 23 780,00 $CA par an
Télétravail
Temps plein
Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Voir plusDernière mise à jour : il y a plus de 30 jours
Maintenance Manager
Park Place Seniors LivingAgassiz, BC, CA
58 240,00 $CA – 72 800,00 $CA par an
Temps plein
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 ...Voir plusDernière mise à jour : il y a 26 jours
Disability Case Manager I -12 month contract
Co-operatorsBC, CA
47 625,00 $CA – 79 375,00 $CA par an
Temps plein
Employment Type : Temporary Full-Time (12 months).Language : This role operates in English.Additional Information : There are 2 positions available.
We are a leading Canadian financial services co-oper...Voir plusDernière mise à jour : il y a 14 jours
Case Worker (RN / RPN)
Island HealthSalt Spring Island, BC, CA V8k 1T1
41,42 $CA –59,52 $CA par heure
Education, Training And Experience.Registration with BC College of Nurses and Midwives as a practicing RN registrant or a practicing RPN registrant.
Two years of recent related experience.Clinical u...Voir plusDernière mise à jour : il y a plus de 30 jours
Offre sponsorisée
Nouvelle offre
Branch Manager
Lock Search GroupFraser Valley, BC, Canada
Temps plein
Branch Manager Opportunities - Full P&L Oversight (Wholesale Distribution).Our client is a well-known and respected wholesale distribution organization that has successfully supported the residenti...Voir plusDernière mise à jour : il y a 9 heures
Offre sponsorisée
Nouvelle offre
Project Manager
HaysBritish Columbia, Canada
Temporaire
Remote (BC candidates strongly preferred).We are seeking a dynamic IT Project Manager with a strong background in service implementation and stakeholder communication.
This role requires a professio...Voir plusDernière mise à jour : il y a 18 heures
Service Manager
EightSix NetworkBC
95 000,00 $CA – 115 000,00 $CA par an
We are looking for a sales and customer service oriented person with a strong background in heavy equipment, particularly agricultural and farm equipment.
Preference to any one who’s a licensed Mech...Voir plusDernière mise à jour : il y a plus de 30 jours
Case Management Lead (BC Operations)
Canadian Red CrossCAN - BC - Province
63 458,00 $CA – 72 674,00 $CA par an
Case Management Lead (BC Operations).Temporary Full-Time (6 months).The Canadian Red Cross (CRC) – an inspirational not for profit organization, helps people and communities in Canada and around th...Voir plusDernière mise à jour : il y a plus de 30 jours
Human Resources Manager, Health & Wellness
York Region District School BoardBritish Columbia, Canada
91 480,00 $CA – 114 351,00 $CA par an
Temps plein
Human Resources Manager, Health & Wellness Reporting to the Director of Labour Relations, the Human Resources Manager, Health & Wellness works collaboratively with employees, the management team, p...Voir plusDernière mise à jour : il y a plus de 30 jours
Offre sponsorisée
Nouvelle offre
Procurement Manager
IRENBritish Columbia, Canada
100 000,00 $CA par an
Temps plein
IREN Group and we are currently looking to hire!.IREN is a leading next-generation data center business powering the future with 100% renewable energy.
We build, own and operate our data centers and...Voir plusDernière mise à jour : il y a 18 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 18 heures
Case Manager, Indigenous Mental Health
Fraser HealthChilliwack, British Columbia, CA
39,14 $CA –48,88 $CA par heure
Utilizing the case management model and as part of a multidisciplinary team, the case manager provides clinical services to Indigenous clients in Community Programs, and works closely with other me...Voir plusDernière mise à jour : il y a plus de 30 jours
Rent Bank Case Worker - Prince George, BC
Mennonite Central Committee (BC)British Columbia, CA
25,57 $CA par heure
Temporaire
Position DescriptionJOB SUMMARYThe Central & Northern Rent Bank is a new project of MCC BC’s Homelessness Prevention & Outreach Program (HPOP).
Its goal is to create housing stability and reduce pov...Voir plusDernière mise à jour : il y a plus de 30 jours
Offre sponsorisée
Nouvelle offre
Operations Manager
inBarn Solutions Inc.Agassiz, BC, Canada
82 910,00 $CA – 89 617,00 $CA par an
Temps plein +1
We are inBarn Solutions! We specialize in offering a range of innovative products and services designed to optimize cow comfort, reduce stress, and increase productivity for our dairy farm operator...Voir plusDernière mise à jour : il y a 9 heures
Offre sponsorisée
Nouvelle offre
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 18 heures
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
Il y a 12 jours
Salaire
125 000,00 $CA par an
Type de contrat
Temps plein
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.