Manager Offres d'emploi - Delta, BC
Dernière mise à jour : il y a 2 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 27 jours
PROGRAM MANAGER At Pacific Coast Community Resources, we have provided personalized services to people living with diverse abilities since 1990.
Today we offer our services throughout many communiti...Voir plusDernière mise à jour : il y a plus de 30 jours
You are the missing ingredient! Join the Stokes Family, a proudly Canadian retailer with over 100 stores across the country.
We offer competitive advantages and a great working environment! We are l...Voir plusDernière mise à jour : il y a 9 jours
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 3 jours
We are looking for a dedicated and experienced Resident Manager with a strong background in HUD and affordable housing programs.
The Resident Manager will oversee the daily operations of the propert...Voir plusDernière mise à jour : il y a 8 jours
Express Employment Professionals - Cloverdale / Langley office's client, in the area of the Sur-Lang border is a leading supplier of their products in Canada.
They are currently looking to fill the ro...Voir plusDernière mise à jour : il y a plus de 30 jours
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 7 jours
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
This position ensures that property owners have an outstanding customer experience and are informed and satisfied throughout the process.
If this sounds like the project management opportunity for y...Voir plusDernière mise à jour : il y a plus de 30 jours
The Proposal Manager reports directly to the Vice President of Estimating and is responsible for leading and coordinating proposal efforts in response to client-issued Expressions of Interest (EOI)...Voir plusDernière mise à jour : il y a 3 jours
As the head of the Procurement & Food Store department, the Procurement Manager is Responsible for planning, managing, coordinating, and administering Procurement activities of dnata Catering Canad...Voir plusDernière mise à jour : il y a 3 jours
Welcome to IFG, we are one of the fastest growing, education catering companies in the country and were recently awarded Education Caterer of the year at the Foodservice Catey Awards.We’re not goin...Voir plusDernière mise à jour : il y a 3 jours
Are you a game changer? Can you assist in leading your store team to provide extreme customer service including selling, employee management, customer relations, stock, visual merchandising, asset ...Voir plusDernière mise à jour : il y a plus de 30 jours
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 3 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 16 jours
CleanTech Education and EdTech Government (Municipal State / Provincial and Federal) Health and MedTech Healthcare and Wellness Legal NotForProfit and Public Accounting.
We are committed to building a...Voir plusDernière mise à jour : il y a 19 jours
Insight Global is looking for an Operations Manager to join a fleet company based out of Surrey, BC.This role is a permanent onsite 5-days a week role.
The Operations Manager will be responsible for...Voir plusDernière mise à jour : il y a 2 jours
We are looking for an experienced Operations Manager to join our evolving team.The successful candidate should have previous experience in managing operations within a structured environment.The Op...Voir plusDernière mise à jour : il y a plus de 30 jours
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 2 jours
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 7 jours
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca125 000,00 $CA par an
Quick Apply
Program Manager
Pacific Coast Community ResourcesSurrey, BC, CA33,30 $CA –41,40 $CA par heure
Quick Apply
- Offre sponsorisée
Assistant Manager
Stokes Inc. - Head OfficeSurrey, BC, CanadaTemps plein
- Offre sponsorisée
Branch Manager
Lock Search GroupSurrey, BC, CanadaTemps plein
- Offre sponsorisée
Resident Manager
Ultimate StaffingRichmond, BC, CanadaTemps plein
- Offre sponsorisée
Warehouse Manager
Express Employment ProfessionalsSurrey, British Columbia, CanadaTemps plein +1
Office Manager
EnvolLower Mainland, BC, CA80 000,00 $CA par an
Temps plein
Quick Apply
- Offre sponsorisée
Shift Manager
McDonald'sRichmond, British Columbia, Canada17,50 $CA par heure
Temps plein
Project Manager
First Onsite - CASurrey, BC, CAN75 000,00 $CA – 115 000,00 $CA par an
Quick Apply
- Offre sponsorisée
Proposal Manager
Industra Construction CorporationSurrey, BC, CanadaTemps plein
- Offre sponsorisée
Procurement Manager
dnataRichmond, BC, CanadaTemps plein
- Offre sponsorisée
Cook Manager
Impact Food GroupSurrey, SurreyTemps plein
- Offre sponsorisée
Assistant Manager
Foot LockerTsawwassen, British Columbia, CanadaTemps plein
- Offre sponsorisée
Project Manager
Lacey Developments Ltd.Fraser Valley, BC, CanadaTemps plein
- Offre sponsorisée
Project Manager
Skyline Recruitment LtdGreater Vancouver, BC, Canada110 000,00 $CA – 140 000,00 $CA par an
Temps plein
- Offre sponsorisée
DevelopmentFundraising Manager
destinationone ConsultingRichmond, British Columbia, CanadaTemps plein
- Offre sponsorisée
Operations Manager
Insight GlobalSurrey, BC, CanadaCDI
Operations Manager
Scene Ideas Inc.Richmond, British Columbia, CanadaTemps plein
Quick Apply
- Offre sponsorisée
Outsourcing Manager
IFG - International Financial GroupGreater Vancouver, BC, CanadaTemps plein
Salon Manager
Chatters Limited PartnershipsLower Mainland, BC, CACDI
Quick Apply
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caIl y a 27 jours
Salaire
125 000,00 $CA par an
Type de contrat
- 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