Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
CA$125,000.00 yearly
Full-time
Quick Apply
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: 5 days ago
Sales Manager
Naturally Pacific ResortCampbell River, BC, CA
Quick Apply
The Team Naturally Pacific Resort aims to become a top resort that welcomes everyone and offers exciting experiences every day.
We are seeking team members who are passionate about providing excepti...Show moreLast updated: 30+ days ago
Promoted
Social Media Manager
FuturetekVaughn, CA
In-Office position Keele & Hwy 7, Toronto.Embark on an exciting journey in the gaming industry.Discover a workplace that combines the thrill of entertainment with a supportive and rewarding environ...Show moreLast updated: 20 days ago
Promoted
IT Product Manager
RELQ TECHNOLOGIES LLCEast Kootenay, British Columbia, Canada
Full-time
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: 5 days ago
café manager
Sunny Day CafeCampbell River, BC, CA
CA$28.85 hourly
Permanent
Education : No degree, certificate or diploma.Experience : 3 years to less than 5 years.Determine type of services to be offered and implement operational procedures.
Organize and maintain inventory.E...Show moreLast updated: 22 days ago
Contracts Manager
AeconBritish Columbia, CA
CA$110,000.00–CA$125,000.00 yearly
Full-time
Aecon-EBC General Partnership (AEGP) is a partnership consisting of Aecon and EBC to deliver the.BC Hydro awarded AEGP the $245 million dollar contract.
The goal of the project is to provide safe an...Show moreLast updated: 7 days ago
Network Project Manager
E-SolutionsBC
CA$70.00–CA$90.00 hourly
Position : Network Project Manager.For this role, please only send folks with networking background in program / project management.
Develop project plans for the implementation of new initiatives, en...Show moreLast updated: 30+ days ago
Program Manager
Pacific Coast Community ResourcesCampbell River, BC, CA
CA$90,000.00 yearly
Quick Apply
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
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
Restaurant Manager
A&W RestaurantsCampbell River, BC, CA
CA$54,000.00 yearly
Quick Apply
A&W Restaurants in Campbell River, BC, (Island Burgers Inc.Restaurant Manager to start immediately at our Merecroft Village location.
Unit E2 465 Merecroft Rd ) Total Potential Compensation : ...Show moreLast updated: 30+ days ago
Contract Specialist
BCLCRemote within, BC, CA
CA$109,652.00 yearly
Remote
BCLC exists to generate win-wins for the greater good.For our people, our players, our province, and our planet.Being a social purpose company, we are not only able to better align our business dec...Show moreLast updated: 30+ 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
Account Manager, AdTech
illuminCAN - Pacific Time Zone, BC, CA
Quick Apply
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...Show moreLast updated: 30+ days ago
Project Engineer – Mechanical
Columbia Basin Trust and Columbia PowerBC, BC, CAN
CA$98,100.00–CA$115,300.00 yearly
Quick Apply
Columbia Basin Trust is seeking a Project Engineer - Mechanical to join our Power Operations team.This position focuses on supporting projects at the Trust's hydroelectric facilities to maintain th...Show moreLast updated: 12 days ago
Account Manager - ENT.
MedtronicBritish Columbia, Canada
CA$85,000.00–CA$125,000.00 yearly
Align with Manager to build and execute on a comprehensive strategic plan to exceed sales revenue targets on a quarterly basis.
Collaborate with Manager, Marketing and other business unit colleagues...Show moreLast updated: 30+ days ago
Remote Sales Manager
AO Globe LifeBC, CA
Remote
Full-time
Quick Apply
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: 14 days ago
Promoted
Contract Manager - Construction
EBC Inc.Campbell River, British Columbia, Canada
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EBC thinks outside the box and deploys all its knowhow to carry out major infrastructure projects : bridges roads highways tunnels marine installations.
Our ability to meet deadlines and budgets as w...Show moreLast updated: 30+ days ago
Key Account Manager
EightSix NetworkBC
CA$90,000.00 yearly
Taking on the Future of Agribusiness”.Since , Constantini has been rooted in the heart of agribusiness—and an active part of safe food distribution throughout different supply chains.We buy, sell, ...Show moreLast updated: 30+ days ago
Key Account Manager Ophthalmic
ZEISS GroupRemote, CAN British Columbia
CA$50,000.00 yearly
Remote
Full-time
How many companies can say they’ve been in business for over 177 years?!.Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced wor...Show moreLast updated: 30+ days ago
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
5 days ago
Salary
CA$125,000.00 yearly
Job type
Full-time
Quick Apply
Job description
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
Licensed 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.