Banking manager Jobs in Abbotsford, BC
Last updated: 6 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: 6 days ago
Position : Product Manager Reports to : Director, Marketing and Product Management We are looking for a Product Manager to join our product management and marketing tea...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 6 days ago
If you are looking to excel and make a difference, take a closer look at us….Propose / execute business plans and marketing strategies and ensure successful execution with proven results.Work closely...Show moreLast updated: 30+ days ago
If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 30+ days ago
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.
Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago
Grow your business, your way - with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you've dreamed of start...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
The Abbotsford School District is located on the traditional and unceded territory of the Semá : th First Nation and Mathxwí First Nation.
With this, we respect the l...Show moreLast updated: 28 days ago
Are you a compassionate Certified Nutrition Manager looking for a fulfilling career? We are looking for a part-time (15-20 hours per week) Food Service Manager to join our The Mayfair Senior Living...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 15 days ago
VIRTUAL61 - REMOTE / TELETRAVAIL - QC - BMO.Retail Banking Sales & Service.Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects.Advises c...Show moreLast updated: 30+ days ago
PROGRAM MANAGER At Pacific Coast Children’s Resources, we have provided personalized services to children and youth living with diverse abilities since 2010.
Today we offer our services throug...Show moreLast updated: 30+ days ago)
This is an exciting introductory experience into the interesting and vital world of Commercial Banking.You will learn the fundamentals of commercial lending through financial analysis, risk managem...Show moreLast updated: 30+ days ago
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caCA$125,000.00 yearly
Full-time
Quick Apply
Product Manager
silver hillsMission, BC, CACA$85,000.00–CA$100,000.00 yearly
Quick Apply
- Promoted
IT Product Manager
RELQ TECHNOLOGIES LLCEast Kootenay, British Columbia, CanadaFull-time
Manager - Business & Corporate Banking (Working Capital Cash Sales)
Hong Leong Bank BerhadJBU, JOHOR BAHRU 2 BCCA$110,000.00 yearly
Full-time
Director, Banking Center Manager
Webster BankBC RyeCA$45.00 hourly
Full-time
Client Advisor - Cowichan Community
0000050007 Royal Bank of CanadaCOWICHAN VALLEY, British Columbia, CanadaCA$650.00 weekly
Investment Advisor
RBC - Royal BankAbbotsford, BCCA$20.00 hourly
Product Manager
G&F Financial GroupBC null, CACA$350.00–CA$550.00 weekly
Full-time
- Promoted
Environmental Project Manager
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...Show moreLast updated: 30+ days ago
Associate Team Lead, Small Business - Fraser Valley & Tri-Cities District
ScotiabankAbbotsford, BC, CA Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join a purpose-driven winning team, committed to results, in an inclusive and high-performing c...Show moreLast updated: 23 days ago
- Promoted
Store Manager
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...Show moreLast updated: 30+ days ago
- Promoted
Manager, Electrical
Make a Future - Careers in BC EducationAbbotsford, British Columbia, CanadaCA$91,392.00–CA$114,420.00 yearly
Investment Advisor
Royal Bank of Canada>ABBOTSFORD, Canada Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.
Maybe you’ve dreamed of start...Show moreLast updated: 30+ days ago
Food Services Manager (Certified Nutrition Manager)
The Care GroupAbbotsford, BC, CAQuick Apply
Remote Sales Manager
AO Globe LifeBC, CARemote
Full-time
Quick Apply
Bilingual Associate, Everyday Banking, BMO Virtual Connect
BMOREMOTE / TELETRAVAIL, BC, CANCA$33,850.00–CA$44,000.00 yearly
Remote
Full-time +1
Program Manager
Pacific Coast Community ResourcesAbbotsford, BC, CACA$90,000.00 yearly
Quick Apply
Business Banking Associate, Inviting Applicants from Black Communities
The Toronto-Dominion Bank (Canada)Abbotsford, British ColumbiaFull-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca6 days ago
Salary
CA$125,000.00 yearly
Job type
- Full-time
- 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