City manager Offres d'emploi - Penticton, BC
Dernière mise à jour : il y a 8 jours
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 9 jours
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 ...Voir plusDernière mise à jour : il y a 9 jours
Do you love healthy, organic products? Want to work in a fun environment that helps you grow and thrive? Come to work at Nature's Fare Markets.
ASSISTANT STORE MANAGER People are at the heart ...Voir plusDernière mise à jour : il y a plus de 30 jours
Penticton is a vibrant, innovative, healthy waterfront city focused on sustainability, community, and economic opportunity.
At the City of Penticton, our goal is to serve our residents, businesses, ...Voir plusDernière mise à jour : il y a 8 jours
Based in the Surrey / Langley area, the Branch Manager, will lead daily operations, drive sales, and ensure customer satisfaction.
You'll manage staff, oversee finances, and maintain compliance.Supe...Voir plusDernière mise à jour : il y a plus de 30 jours
Secondary (high) school graduation certificate.Supervise and co-ordinate activities of staff who prepare and portion food.
Train staff in job duties, sanitation and safety procedures.Ensure that foo...Voir plusDernière mise à jour : il y a plus de 30 jours
Head Medical are currently recruiting for General Practitioners to join an established private medical clinic situated 25 minutes form Vancouver City Centre.
The clinic are seen as a “one-stop shop”...Voir plusDernière mise à jour : il y a plus de 30 jours
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...Voir plusDernière mise à jour : il y a plus de 30 jours
Make our Sales Team your best move ever! .We’re looking for a customer focused Account Manager to join our Sales Team to help our customers bring their products to market.TricorBraun is a global pa...Voir plusDernière mise à jour : il y a plus de 30 jours
They are a certified electrical contractor that proudly serves the Okanagan and Western Canada.Betts Electric stands tall as one of the most successful local electricians working in the Valley.Than...Voir plusDernière mise à jour : il y a plus de 30 jours
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
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...Voir plusDernière mise à jour : il y a 19 jours
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...Voir plusDernière mise à jour : il y a plus de 30 jours
We've been serving Canadian clients for over 75 years.The companies that began independently and now form Dexterra Group have an outstanding record of supporting the infrastructure and built assets...Voir plusDernière mise à jour : il y a plus de 30 jours
Under the direction of the Engineering Manager, this position reviews subdivision, developments and long term infrastructure planning to ensure consistency and sustainability of City infrastructure...Voir plusDernière mise à jour : il y a 24 jours
Drive Products is the parent company of Voth Truck Bodies, Kargo King and GWA.Due to growing business in our British Columbia operations, we have an immediate need for an energetic salesperson for ...Voir plusDernière mise à jour : il y a plus de 30 jours
Portfolio Manager
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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...Voir plusDernière mise à jour : il y a plus de 30 jours
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Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caIl y a 9 jours
Salaire
125 000,00 $CA par an
Type de contrat
- Temps plein
- Quick Apply
Description de posteLicensed 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.
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