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Investment manager Jobs in Waterloo, ON

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Investment manager • waterloo on

Last updated: 21 hours ago
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Customer Service Representative

Customer Service Representative

Centurion Asset Management IncWaterloo, Region of Waterloo, Canada
Full-time
Centurion Asset Management Inc.Investment and Property Management industries.Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees...Show moreLast updated: 4 days ago
Financial Planner Investment & Retirement Planning

Financial Planner Investment & Retirement Planning

0000050007 Royal Bank of CanadaKITCHENER, Ontario, Canada
Full-time
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the. Kitchener Waterloo Communities.Alongside your own prospecting...Show moreLast updated: 30+ days ago
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Financial Planning Consultant

Financial Planning Consultant

Canadian Imperial Bank of CommerceWaterloo, Region of Waterloo, Canada
Full-time
Financial Planning Consultant page is loaded.Apply locations Waterloo, ON Collingwood, ON time type Full time posted on Posted 10 Days Ago time left to apply End Date : May 22, 2025 (3 days left to ...Show moreLast updated: 4 days ago
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Wealth Planning Consultant

Wealth Planning Consultant

Bank of MontrealWaterloo, Region of Waterloo, Canada
Part-time
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW / UHNW) client segments. Works collaboratively in partnership with I...Show moreLast updated: 6 days ago
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Investment Counsellor / Portfolio Manager

Investment Counsellor / Portfolio Manager

The RaeLipskie PartnershipWaterloo, Region of Waterloo, Canada
Full-time
At The RaeLipskie Partnership, we make a difference in people’s lives; both in our clients and our team.In order to have happy and satisfied clients we believe we must have happy and satisfied peop...Show moreLast updated: 30+ days ago
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Client Portfolio Manager

Client Portfolio Manager

RaeLipskie PartnershipWaterloo, Region of Waterloo, Canada
Full-time
Be among the first 25 applicants.Direct message the job poster from RaeLipskie Partnership.HR Manager | Recruiting Top Talent @ Guardian Capital | Passionate About Volunteerism.Rae & Lipskie Invest...Show moreLast updated: 30+ days ago
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Investment Analyst, Equity

Investment Analyst, Equity

EquitableWaterloo, Region of Waterloo, Canada
Full-time +1
At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and colla...Show moreLast updated: 21 days ago
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Senior Investment Writer

Senior Investment Writer

Sun LifeKitchener, Region of Waterloo, Canada
Full-time +1
Join to apply for the Senior Investment Writer role at Sun Life.Be among the first 25 applicants.Join to apply for the Senior Investment Writer role at Sun Life. You are as unique as your background...Show moreLast updated: 6 days ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.WATERLOO, Ontario, Canada
Full-time
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
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Manager, Fund Accounting

Manager, Fund Accounting

SS&C TechnologiesKitchener, Region of Waterloo, Canada
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se...Show moreLast updated: 30+ days ago
Investment Advisor

Investment Advisor

Royal Bank of Canada>WATERLOO, Canada
Full-time
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
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Director, Capital Services

Director, Capital Services

CommunitechKitchener, Region of Waterloo, Canada
Full-time
Developing and implementing a Capital Programs strategy for Communitech that aligns with the goals and objectives of supporting Founders to raise capital. Attract and encourage investor activity in ...Show moreLast updated: 5 days ago
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Portfolio Assistant

Portfolio Assistant

BMO Financial GroupKitchener, Region of Waterloo, Canada
Part-time
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assign...Show moreLast updated: 19 days ago
Manager, Fund Accounting

Manager, Fund Accounting

SS&C Technologies HoldingsKitchener, Canada
Full-time
Title : Manager, Fund Accounting.Mississauga, Ontario at 5255 Orbitor Drive.Toronto, Ontario at 200 Front Street.Kitchener, Ontario at 508 Riverbend Drive. SS&C Technologies is always looking to ...Show moreLast updated: 30+ days ago
Leasing Coordinator

Leasing Coordinator

CB CanadaWaterloo, Ontario, Canada
Full-time
Leasing Coordinator – Competitive Salary – Waterloo, ON.Are you an experienced Leasing Coordinator looking to take the next step in your career? If so, we have a new challenge for you.We are an alt...Show moreLast updated: 30+ days ago
Wealth Planning Consultant

Wealth Planning Consultant

BMOWaterloo, Ontario, Canada
Part-time
Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW / UHNW) client segments. Works collaboratively in partnership with I...Show moreLast updated: 30+ days ago
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Administrative Assistant (Investment Services)

Administrative Assistant (Investment Services)

Young Financial Group Inc.Waterloo, Region of Waterloo, Canada
Full-time
Are you a detail-driven professional who thrives on creating exceptional client experiences? Join Young Financial Group—where your precision, integrity, and initiative are valued every day in a tea...Show moreLast updated: 21 hours ago
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Resident Manager

Resident Manager

Centurion Asset Management Inc.Kitchener, ON, Canada
Full-time
Centurion Asset Management Inc.Investment and Property Management industries.Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees...Show moreLast updated: 22 days ago
  • Promoted
US Corp Tax - South Western Ont

US Corp Tax - South Western Ont

ROSSKitchener, Region of Waterloo, Canada
Permanent
Associate / Manager / Senior Manager.Kitchener, London, Windsor, Burlington, Hamilton.Our client is Canada's leading professional services firm, providing audit, tax, financial advisory services and co...Show moreLast updated: 30+ days ago
PIC Wealth Associate - Waterloo, ON

PIC Wealth Associate - Waterloo, ON

ScotiabankWaterloo, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Associate role has been created as a means to develop client- focused talent in Priv...Show moreLast updated: 2 days ago
People also ask
Customer Service Representative

Customer Service Representative

Centurion Asset Management IncWaterloo, Region of Waterloo, Canada
4 days ago
Job type
  • Full-time
Job description

Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust (“REIT”) owns more than 22,000 multi-family apartment units and student housing beds across 28 cities in Canada and the United States. Since day one, our goal has been to provide Residents and their families with clean, safe, and comfortable homes. The REIT provides investors an opportunity to invest in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments, across Canada and the United States and participate in the profits derived from them. Centurion Financial Trust (“CFiT”) is an income and growth-oriented trust that invests in a diversified portfolio of debt investments that include but are not limited to mortgages, opportunistic real estate developments, and corporate debt. Investors pool their funds to invest in mortgage and growth-oriented credit opportunities and participate in the yields from interest income and net profit from equity.

Our Mission

Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies that meet our mission to Investors; and to embrace change, experimentation, innovation and learning from failure to make continual improvements that drive our success and keep us ahead of our competitors.

Our Values

Our core values can be summarized by the acronym RISE : Respect for our Investors, our Residents, Co-workers, Partners and Communities; Integrity in everything we do, demonstrating sincerity, honesty and the will to do it right; Simplicity free of pretension and hassle, full of value and common sense; and Excellence in offering all our Clients and Partners exceptional products and services quality, as well as providing our Employees with an excellent workplace.

Why Employees Want to Work with Us

We provide an inclusive environment where all employees are valued and supported. Over the years, we developed a work culture where the potential of every employee is maximized, and everyone has equal opportunities for growth. We offer numerous employee perks, including : Competitive Total Rewards Packages; Comprehensive Benefits Plan including Medical, Dental, and Vision Care; Flexible Work Week Schedules; Vacation Policy based on Length of Service; Summer and Holiday Hours Programs; Centurion Learning Academy; Opportunities for Growth; Education Reimbursement Policy; Mentoring Program; Employee Referral Program; Ergonomic Workstations Equipped with Standing Desks; Discounted Gym Membership; Company-wide Internal Communication Platforms; Employee Volunteer Opportunities; Quarterly Townhall Meetings and Social Gatherings; Employee Innovation Program; and Corporate Discount Card.

Overview

Reporting to theAssistant General Manager,theCustomer Service Representativeis responsible for the professional administration and leasing of a Centurion Property Associates Inc. │The MARQ managed student housing community.

TheCustomer Service Representativeis accountable for assisting current and prospective Residents, as well as showing available units and successfully securing leases to achieve optimum value for Centurion Property Associates Inc. │ The MARQ.

Responsibilities

Relationship Development

Develop and foster positive relationships with internal and external stakeholders. Ensure proactive timely resolution of all current and prospective Resident inquiries.

Customer Service

Professionally and courteously handle all current and prospective Resident inquiries, feedback, complaints or concerns, and escalate any issues to the Assistant General Manager or General Manager. Ensure a high level of Resident satisfaction is achieved through constant and consistent attention to Centurion’s Vision, Mission and Values. Promote a strong sense of community.

Ongoing Operations

Answer all current and prospective Resident inquiries. Conduct viewings with prospective Residents, making sure to promote Centurion’s value proposition. Provide prospective Residents with related information and forms, helping to fill-out applications and collect completed forms. Obtain all prospective Resident information, including those gathered through email, telephone, or building Guest Cards. Place requesting prospective Residents onto the Waiting List and follow up with them regularly to keep them up-to-date on the status of availability. Assist with organizing, marketing and hosting of student events, including Open Houses, Resident events, etc. Assist with move-ins and move-outs, conducting suite inspections with Residents as required. Inform the Assistant General Manager of any deficiencies or problems noted in the buildings or properties that require attention.

Administration and Reporting

Maintain an orderly desk area and complete general clerical duties, including photocopying, scanning, and faxing documents. Complete other duties as assigned.

Requirements

  • A passion for excellence in customer service delivery;
  • Exceptional oral and written communication skills;
  • Excellent organizational skills with a strong ability to multi-task;
  • Highly motivated;
  • Excellent interpersonal skills;
  • Knowledge of other languages an asset;
  • Detail-oriented; able to resolve problems using facts, sound reasoning and common sense;
  • Forward thinking with an ability to develop creative strategic solutions to issues; and
  • Strong follow-up skills with the ability to effectively resolve difficult issues in a timely manner.

Centurion Asset Management Inc. | Centurion Property Associates Inc. is an inclusive and equal opportunity Employer. If you require a disability-related accommodation to participate in the recruitment process, please email us. We will accommodate your needs under the Ontario Human Rights Code.

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Customer Service Representative

  • Waterloo, Ontario
  • J-18808-Ljbffr