Cfa Jobs in Norfolk, ON

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Cfa • norfolk on

Last updated: 2 days ago

Associate Portfolio Manager

RBC - Royal BankOakville, ON

CA$100,000.00–CA$200,000.00 yearly

Senior Financial Analyst - Product Control

International Financial GroupToronto, Ontario

CA$40.00 hourly

Our client is a Big-5 bank and looking to hire a Senior Financial Analyst on their Product Control team for an initial 6-month contract. If you are in the CFA program, have a solid understanding of ...Show moreLast updated: 30+ days ago

BA – CFA

E-SolutionsMississauga, ON

CA$65,000.00 yearly

The ideal candidate should have a minimum of + years of experience in business analysis, with a focus on capital markets. The candidate should also have expertise in SQL and hold a CFA (Chartered Fi...Show moreLast updated: 30+ days ago

Promoted

CFO Truck Transportation (Hamilton – Ontario)

Mackenzie StuartHamilton, ON, Canada

Full-time

Seeking a strategic CFO to lead financial operations and ensure long-term sustainability.Develop and implement strategies for growth and profitability. Provide financial forecasting and long-term pl...Show moreLast updated: 30+ days ago

Senior Portfolio Manager, Supervision

Wellington-AltusToronto, ON, CA

CA$110,000.00–CA$130,000.00 yearly

Full-time

Senior Portfolio Manager, Supervision.This in-office position can be based out of our Toronto or Winnipeg office.Founded in 2017, Wellington-Altus Financial Inc. Wellington-Altus) is the parent comp...Show moreLast updated: 30+ days ago

Promoted

Digital Product Manager

Insight GlobalGreater Toronto Area, Canada, Canada

Full-time

Must Haves : Product Management experienceBanking experienceRun with ambiguityLending product experienceHome financing experience (originate, adjudicate, fulfil, service)Roadmap managementSr.Executiv...Show moreLast updated: 2 days ago

APTPUO - Automne 2025 - ADM4755A - Finances, éthique et responsabilité sociale

University of OttawaOttawa, ON, CA

Part-time

Questions éthiques spécifiques au secteur financier, la prise de décision éthique, l'impact sociétal des décisions financières, l'impact de l'investissement responsable, liens entre la gouvernance ...Show moreLast updated: 8 days ago

Promoted

Private Client Advisor

Yorkville Asset ManagementToronto, ON, Canada

Full-time

This role is for a CIM / LLQP / EMD licensed advisor with significant experience in business development strategies.You will be advising HNW clients on managing money, insurance and tax planning.The ca...Show moreLast updated: 2 days ago

Promoted

Manager, Environmental Sustainability

Farm Credit CanadaToronto, ON, Canada

CA$117,887.00–CA$159,495.00 yearly

Full-time +1

Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Leader with expertise at the intersection of finance and sustainability needed.Sustainability is abou...Show moreLast updated: 4 days ago

Promoted

Business Consultant, Data Warehouse & BI Reporting (hybrid / downtown Toronto)

Adecco CanadaToronto, Ontario, Canada

Temporary

Quick Apply

Adecco is currently recruiting for a.Business Consultant, Data Warehouse & BI Reporting.This role is with our Crown Corporation client in Toronto, ON. The successful candidate must hold a valid Reli...Show moreLast updated: 6 days ago

Promoted

Director of Treasury

BJRC RecruitingToronto, ON, Canada

Full-time

Is a PE-backed Canadian rural internet service provider.Please note this is a hybrid role, asking for three days a week in office, in Markham. Develop and execute capital structure strategies, inclu...Show moreLast updated: 26 days ago

VP - Audit Manager - Lending Operations (hybrid)

00416 Citibank CanadaMississauga Ontario Canada

Full-time

The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi’s risk and control environments in coordination with the Audit team.The ...Show moreLast updated: 4 days ago

Associate Portfolio Manager

RBC - Royal BankOakville, ON

30+ days ago

Salary

CA$100,000.00–CA$200,000.00 yearly

Job description

Job Summary

Job Description

What is the opportunity?

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise. You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations. For further information, please visit : http : / / www.rbcphnic.com /

What will you do?

Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations

Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship

Proactively participate in regional / national projects that seek to continuously improve upon client solutions as well as operation efficiencies.

Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients.

Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client.

Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement.

What do you need to succeed?

Must Have

Successful completion of CFA level 1 with intention to complete

Minimum of 5 years Investment industry experience

Portfolio management experience (3 years plus)

University Degree (preferably in business and / or economics)

Nice to Have

CFA designation

CIM designation

CFP designation

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits

The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team

Opportunities to build close relationships with clients

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services