Seo manager Offres d'emploi - Penticton, BC
Dernière mise à jour : il y a 6 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 6 jours
Define and communicate a clear product vision strategy and roadmap aligned with business goals and market needs.Conduct research to identify customer pain points market trends and competitive lands...Voir plusDernière mise à jour : il y a 6 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
Education : Secondary (high) school graduation certificate.Experience : 2 years to less than 3 years.Determine type of services to be offered and implement operational procedures.Organize and maintai...Voir plusDernière mise à jour : il y a plus de 30 jours
Education : Secondary (high) school graduation certificate.Experience : Experience an asset.Monitor department's performance.
Prepare reports for senior management.Arrange for shipping documentation a...Voir plusDernière mise à jour : il y a plus de 30 jours
Base Salary : $72-75K + commission + benefits + vehicle allowance + gas card + profit sharing + RRSP + career growth opportunities .
Our client, a leading manufacturer in the building materials ...Voir plusDernière mise à jour : il y a 22 jours
Are you interested in exploring the next chapter in your marketing career?.Smart, Savvy + Associates specializes in filling marketing, communications and creative roles for clients in Western Canad...Voir plusDernière mise à jour : il y a 6 jours
Education : College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years.Experience : 7 months to less than 1 year.
Administer contracts for the provision of suppl...Voir plusDernière mise à jour : il y a plus de 30 jours
Are you an analytical thinker who loves to strategize and nerd out on data to get results? We’re looking for a Paid Performance Marketing Specialist who can build out and drive our paid marke...Voir plusDernière mise à jour : il y a 27 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
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
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 15 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
Tophat HR is a boutique consulting firm- We are an expert in tailored and comprehensive human resources consulting & management services.
About our client and the role : .Our client is a Digital mark...Voir plusDernière mise à jour : il y a plus de 30 jours
The starting hourly wage is $ 18.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 choic...Voir plusDernière mise à jour : il y a plus de 30 jours
Our client is a leading distributor of electrical, communications, and data products with a nationwide network of branches, serving diverse sectors across the country.
As an employee-owned company, ...Voir plusDernière mise à jour : il y a plus de 30 jours
Got shears and a winning attitude? Want to support other stylists? Then let's talk! Maybe you're a stylist who wants more responsibility or you’re looking for a new opportunity? If this sounds like...Voir plusDernière mise à jour : il y a plus de 30 jours
PH Restaurants LP (dba Pizza Hut) is looking for Part-time and Full-Time Shift Managers.Required to supervise a team of employees during a shift, ensuring all components of customer service and pro...Voir plusDernière mise à jour : il y a plus de 30 jours
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca125 000,00 $CA par an
Temps plein
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- Offre sponsorisée
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Quick Apply
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MountainCrest Personnel Inc.Lower Mainland, British Columbia, Canada Environmental Project Manager : Harvey 2554.The Project Manager is involved with all facets of projects related to Environmental, demolition, reclamation, and remediation, civil and earthworks.Proje...Voir plusDernière mise à jour : il y a plus de 30 jours
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illuminCAN - Pacific Time Zone, BC, CAQuick Apply
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Great ClipsVernon, Regional District of Mount Waddington, British ColumbiaTemps plein
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Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caIl y a 6 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