Assistant portfolio manager Jobs in Vancouver, BC
Last updated: 8 days ago
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...Show moreLast updated: 28 days ago
RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients a...Show moreLast updated: 8 days ago
Reporting to the assigned supervisor, the Property Portfolio Assistant (PPA) provides support to tenants and Property Portfolio Managers (PPMs) regarding all associated programs and services, inclu...Show moreLast updated: 30+ days ago
The Manager, Planning & Portfolio Management will be responsible for the development and establishment and ultimately management of SMG's IT portfolio management practice.The Manager provides leade...Show moreLast updated: 8 days ago
Provide portfolio management and Environmental, Social, and Governance (ESG) screening for investment portfolios to enable long-term competitive performance in accordance with VCIM investment polic...Show moreLast updated: 30+ days ago
You can't think of anywhere else you'd rather be.You enjoy coaching and teaching your team to continually improve how they deliver a great in-store Customer Experience, and you're now ready to star...Show moreLast updated: 30+ days ago
We believe in doing good for our customers and for ourselves.Whether it's launching the most anticipated model of the year or purchasing a vehicle for your next adventure, great people and relation...Show moreLast updated: 14 days ago
Passionate about guest interaction teamwork and food and beverage As Assistant Outlets Manager at Fairmont Vancouver Airport you will lead and support the F&B team as business demands dic...Show moreLast updated: 30+ days ago
The Manager, Planning & Portfolio Management will be responsible for the development and establishment and ultimately management of SMG's IT portfolio management practice.The Manager provides l...Show moreLast updated: 11 days ago
At CWB , we strive to build value for the people who choose us every day : our people, our clients and our investors.Putting people first and building relationships with intention.Seeking out and em...Show moreLast updated: 11 days ago
Effectively support the overall objectives of the Store including providing an exceptional level of customer service .Assist with sales initiatives and develop strategies to increase ret...Show moreLast updated: 22 days ago
Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well.We owe our success...Show moreLast updated: 30+ days ago
About QuadReal Property Group .QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia.
Its assets under management...Show moreLast updated: 30+ days ago
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caCA$125,000.00 yearly
Quick Apply
Portfolio Management Assistant
Royal Bank of Canada>VANCOUVER, CanadaCA$56,000.00–CA$80,000.00 yearly
Property Portfolio Assistant
BC HousingLOCATION : VANCOUVER, B.CCA$45,449.88–CA$51,540.17 yearly
- Promoted
Manager, Planning and Portfolio Management
EquestNorth Vancouver, British Columbia, CanadaCA$112,500.00–CA$137,500.00 yearly
Full-time +1
Portfolio Manager, ESG (Vancity Investment Management)
VancityVancouver, BC, CACA$100,000.00–CA$140,000.00 yearly
Full-time
- Promoted
Assistant Manager
Foot LockerBurnaby, British Columbia, CanadaFull-time
- Promoted
Lease Portfolio Specialist - OpenRoad Audi Boundary
OpenRoad Auto GroupBurnaby, British Columbia, CanadaCA$85,000.00–CA$140,000.00 yearly
Full-time
- Promoted
Assistant Outlets Manager
AccorHotelRichmond, British Columbia, CanadaFull-time
Manager, Planning and Portfolio Management
Seaspan ULCNorth Vancouver, BCCA$112,500.00–CA$137,500.00 yearly
Director, Product Portfolio
MatchBox Consulting GroupVancouver, British Columbia MatchBox Consulting Group is currently seeking a.Director, Product Portfolio (Property Solutions).This role will work out of the clients downtown Vancouver office.
This is a hybrid position 3 days i...Show moreLast updated: 30+ days ago
- Promoted
AVP & Manager, Commercial Portfolio Management
CWBVancouver, BC, CanadaFull-time
- Promoted
Assistant Store Manager
UAP Inc.North Vancouver, British Columbia, CanadaCA$57,000.00–CA$70,000.00 yearly
Full-time
Program Manager, Digital Portfolio Management (12 Month Contract)
EightSix NetworkBCCA$115,020.00–CA$138,020.00 yearly
Portfolio Accountant
QuadRealVancouverCA$95,000.00 yearly
Full-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca28 days ago
Salary
CA$125,000.00 yearly
Job type
- Quick Apply
Job descriptionLicensed 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