Engagement manager Jobs in Chilliwack, BC
Last updated: 9 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: 9 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: 9 days ago
At West Coast Seniors Housing Management, we see our communities as a family and we are equally committed to our residents and our staff.
We provide an engaging work environment and treat each other...Show moreLast updated: 30+ days ago
Director, Strategic Communications.British Columbia Investment Management Corporation (BCI) is one of the largest institutional investors in Canada.
Since its inception in 2000, BCI has grown signif...Show moreLast updated: 30+ days ago
Bring your talents, friendly attitude, and expertise to our franchise of 90+ restaurants.You'll find opportunities, rewards and growth potential.
Wendy's has a strong support system, which is critic...Show moreLast updated: 30+ days ago
Triple O’s is a BC based premium quick service brand, famous for incredibly delicious award-winning burgers, fresh cut fries and premium hand scooped milkshakes.
A great place to visit and a great p...Show moreLast updated: 30+ days ago
TI Corp is a Crown Corporation that has a mandate to deliver $13.Billion in major infrastructure on behalf of the BC Ministry of Transportation and Infrastructure.
TI Corp offers a very attractive T...Show moreLast updated: 30+ days ago
Join Our Team as a Maintenance Manager! Are you a caring individual passionate about making a difference in the lives of seniors? If so, we invite you to join our team at Agassiz Seniors Community ...Show moreLast updated: 23 days ago
Make our Sales Team your best move ever! .We’re looking for a customer focused Account Manager to join our Sales Team to help our customers bring their products to market.TricorBraun is a global pa...Show moreLast updated: 30+ days ago
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
MANAGER, HR STRATEGIC INITIATIVES (CONTINUING) School District No.SD42) meets the learning needs of approximately 16,000 students of all ages in Maple Ridge and Pitt Meadows, and is defined by its ...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: 18 days ago
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients / clients / residents and families : Reporting to assigned Director(s)...Show moreLast updated: 30+ days ago
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...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
- Promoted
IT Product Manager
RELQ TECHNOLOGIES LLCEast Kootenay, British Columbia, CanadaFull-time
Therapeutic Recreation Manager
Retirement ConceptsChilliwack, BCCA$30.76–CA$35.44 hourly
Full-time
Quick Apply
BCI Director, Strategic Communications
BoydenBC, CACA$144,000.00–CA$170,000.00 yearly
General Manager
Wendy's CanadaChilliwack, BCCA$65,000.00 yearly
Full-time
Restaurant Manager
Triple O'sAbbotsford No. 3 Road, Canada - AT CHEVRONCA$50,000.00 yearly
Senior Manager, Community Relations (Surrey Langley SkyTrain Project)
EightSix NetworkBCCA$49.26–CA$70.81 hourly
Maintenance Manager
Park Place Seniors LivingAgassiz, BC, CACA$58,240.00–CA$72,800.00 yearly
Quick Apply
- 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
Account Manager
TricorBraunBritish ColumbiaCA$117,000.00 yearly
Remote
Full-time
- 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, CAQuick Apply
Manager, HR Strategic Initiatives
York Region District School BoardBritish Columbia, CanadaCA$96,878.00–CA$121,097.00 yearly
Full-time
Remote Sales Manager
AO Globe LifeBC, CARemote
Full-time
Quick Apply
Manager, Clinical Operations & Program Services - Chilliwack General Hospital
Fraser HealthChilliwack, British Columbia, CACA$45.90–CA$55.32 hourly
Salon Manager
Great ClipsVernon, Regional District of Mount Waddington, British ColumbiaFull-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca9 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