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 22 jours
Dual Hotel Manager (Hotel / Resort)
EightSix NetworkBC
27,04 $CA par heure
We are seeking a Dual Property Hotel General Manager who will manage multiple assets, including two full-service hotels, a standalone restaurant, and a couple of retail liquor stores.This role repo...Voir plusDernière mise à jour : il y a plus de 30 jours
Offre sponsorisée
Sales Manager
Summit ToolsGreater Vancouver Metropolitan Area, Canada
120 000,00 $CA par an
Opportunity to earn up to $120,000 on target earnings annually with strong performance.We are a proud Canadian company in operation since 1993.
We are well established leader in Power Tools, Power T...Voir plusDernière mise à jour : il y a 3 jours
Offre sponsorisée
Sales Manager
TYCROP TrailersChilliwack, BC, Canada
FIRST in the market, put our customers FIRST in business and put operators FIRST in safety and efficiency.We are growing! We have expanded our business and our products.
Previously a division of TYC...Voir plusDernière mise à jour : il y a 10 jours
Offre sponsorisée
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 10 jours
hotel housekeeper
Pretty Estates ltd.Harrison Mills, BC, CA
Temps plein +1
Education : No degree, certificate or diploma.Experience : 7 months to less than 1 year.Sweep, mop, wash and polish floors.
Vacuum carpeting, area rugs, draperies and upholstered furniture.Distribute ...Voir plusDernière mise à jour : il y a plus de 30 jours
Office Manager
EnvolLower Mainland, BC, CA
80 000,00 $CA par an
Quick Apply
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 2 jours
Maintenance Manager
Park Place Seniors LivingAgassiz, BC, CA
58 240,00 $CA – 72 800,00 $CA par an
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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 plus de 30 jours
front desk hotel clerk
Harbour House HotelSalt Spring Island, BC, CA
Temps plein +1
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Register arriving guests and assign rooms.
Process group arrivals and departures.Take, cancel and ch...Voir plusDernière mise à jour : il y a plus de 30 jours
Director of Community Services
York Region District School BoardBritish Columbia, Canada
20,53 $CA –27,86 $CA par heure
Temps plein
Employment Opportunity : Director of Community Services Job Description : Sasuchan Development Corporation, a wholly owned business venture of the Takla Lake First Nation, operates the Takla Trading ...Voir plusDernière mise à jour : il y a plus de 30 jours
Offre sponsorisée
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
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 11 jours
Offre sponsorisée
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 11 jours
Lodge Manager -
NRB Modular SolutionsBC, British Columbia, Canada
18,00 $CA –23,00 $CA par heure
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
Secretary, FMO Plant Services
Fraser HealthChilliwack, British Columbia, CA
24 127,00 $CA – 24 849,00 $CA par an
Under the general supervision of the Manager, Facilities Maintenance & Operations (FMO), provides secretarial and administrative duties for the FMO Department such as scheduling and arranging appoi...Voir plusDernière mise à jour : il y a plus de 30 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 2 jours
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
Il y a 22 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.