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: 3 days ago
Therapeutic Recreation Manager
Retirement ConceptsChilliwack, BC
CA$30.76–CA$35.44 hourly
Full-time
Quick Apply
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
Promoted
SCRUM Project Manager
RELQ TECHNOLOGIES LLCEast Kootenay, British Columbia, Canada
Full-time
Define project scope goals and deliverables in collaboration with stakeholders.Plan and manage project timelines budgets and resources to ensure successful delivery.
Lead Agile ceremonies including ...Show moreLast updated: 3 days ago
Dual Hotel Manager (Hotel / Resort)
EightSix NetworkBC
CA$27.04 hourly
We are seeking a Dual Property Hotel General Manager who will manage multiple assets, including two full-service hotels, a standalone restaurant, and a couple of retail liquor stores.This role repo...Show moreLast updated: 30+ days ago
Sales & Events Coordinator
Coast HotelsChilliwack, BC, CA
CA$60,000.00–CA$80,000.00 yearly
The Sales & Events Coordinator contributes to the overall success of the Coast Chilliwack Hotel by APA by providing superior customer service, intermediate administrative support, and assistance wi...Show moreLast updated: 30+ days ago
Promoted
Branch Manager, Parksville
E.B. Horsman & SonVancouver Island, BC, Canada
Full-time +1
This role will be onsite based out of the Parksville branch location, 1023 Herring Gull Way, Parksville, BC V9P 1R2.This is a full-time position, Monday-Friday, 40 hours per week.Horsman & Son (EBH...Show moreLast updated: 17 days ago
hotel housekeeper
Pretty Estates ltd.Harrison Mills, BC, CA
CA$19.00–CA$25.00 hourly
Permanent
Education : No degree, certificate or diploma.Experience : 7 months to less than 1 year.Sweep, mop, wash and polish floors.
Vacuum carpeting, area rugs, draperies and upholstered furniture.Distribute ...Show moreLast updated: 30+ days ago
Maintenance Manager
Park Place Seniors LivingAgassiz, BC, CA
CA$58,240.00–CA$72,800.00 yearly
Quick Apply
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: 17 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
front desk hotel clerk
Harbour House HotelSalt Spring Island, BC, CA
CA$18.50 hourly
Permanent
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Register arriving guests and assign rooms.
Process group arrivals and departures.Take, cancel and ch...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
Director of Community Services
York Region District School BoardBritish Columbia, Canada
CA$20.53–CA$27.86 hourly
Full-time
Employment Opportunity : Director of Community Services Job Description : Sasuchan Development Corporation, a wholly owned business venture of the Takla Lake First Nation, operates the Takla Trading ...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
Onsite Delivery Manager
Precision Technologies CorpBC, Canada
Quick Apply
Onsite Delivery Manager Location : Vancouver, BC, Canada (Hybrid) ...Show moreLast updated: 8 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: 13 days ago
Lodge Manager -
NRB Modular SolutionsBC, British Columbia, Canada
CA$18.00–CA$23.00 hourly
We've been serving Canadian clients for over 75 years.The companies that began independently and now form Dexterra Group have an outstanding record of supporting the infrastructure and built assets...Show moreLast updated: 30+ days ago
Secretary, FMO Plant Services
Fraser HealthChilliwack, British Columbia, CA
CA$24,127.00–CA$24,849.00 yearly
Under the general supervision of the Manager, Facilities Maintenance & Operations (FMO), provides secretarial and administrative duties for the FMO Department such as scheduling and arranging appoi...Show moreLast updated: 30+ days ago
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
3 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.