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: 9 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: 9 days ago
Promoted
Finance Manager
SALTS Sail and Life Training SocietyVictoria, British Columbia, Canada
CA$54,000.00–CA$86,000.00 yearly
Full-time +2
For the most up to date information, please view this posting at.Executive Director .Full-time Permanent .Part-time Finance Clerk .
RRSP contribution, group benefits...Show moreLast updated: 11 days ago
Restaurant Manager
A&W RestaurantsEsquimalt, BC, CA
CA$52,000.00 yearly
Quick Apply
A&W Restaurants in Victoria, BC, (Island Burgers Inc.Restaurant Manager to start immediately at our Esquimalt location.Esquimalt Road) Total Potential Compensation : $63,988 annual / Base ...Show moreLast updated: 30+ days ago
HVAC Service Manager
GpacVictoria, British Columbia, Canada
Full-time
Quick Apply
Gpac in partnership with a leading mechanical company is seeking an.This is an exceptional opportunity to work with a very well-respected company on a variety of commercial projects with an unbelie...Show moreLast updated: 14 days ago
Promoted
Territory Sales Manager
EquestVictoria, British Columbia, Canada
CA$100,000.00 yearly
Full-time
We are looking for a Territory Sales Manager in Victoria!.Do you want to work for an organization that believes in people's potential? If you are independent, self starter, people-oriented and a dr...Show moreLast updated: 11 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
Promoted
Assistant Manager
Foot LockerVictoria, British Columbia, Canada
CA$22.90 hourly
Full-time
Are you a game changer? Can you assist in leading your store team to provide extreme customer service including selling, employee management, customer relations, stock, visual merchandising, asset ...Show moreLast updated: 30+ days ago
Promoted
Night Manager
AccorHotelVictoria, British Columbia, Canada
CA$63,400.00 yearly
Be an ambassador for the Fairmont Brand and the Fairmont Empress Hotel as Night Manager.You will provide leadership and strategic planning to our overnight colleagues in support of our service cult...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
Accounting Manager
Fleming & CompanyVictoria, British Columbia, Canada
CA$75,000.00–CA$80,000.00 yearly
Full-time
Quick Apply
Urban Core Ventures is a dynamic property investment and development company located in the heart of downtown Victoria.We pride ourselves on fostering a collaborative and innovative work environmen...Show moreLast updated: 30+ days ago
Capital Projects Manager
Pacifica HousingVictoria, BC, CA
CA$93,000.00–CA$107,000.00 yearly
Full-time
Quick Apply
Director of Building Operations and Maintenance.Monday-Friday (75 hours bi-weekly).Pacifica Housing has been providing safe and affordable homes for almost 35 years.
We are a rapidly growing organiz...Show moreLast updated: 19 days ago
Promoted
Pharmacy Manager
Save-on-Foods PharmacyVictoria, British Columbia, Canada
CA$59.00–CA$62.00 hourly
As a valued member of an innovative Western Canadian company, our pharmacy teams are passionate about helping our customers and communities embrace healthier lifestyles by delivering quality, patie...Show moreLast updated: 10 days ago
Promoted
Store Manager
New Look EyewearVictoria, British Columbia, Canada
Are you Looking for a Career that is Innovating, passionate, committed, respectful, and strives for excellence that is what we do day to day? We are looking for you!.
All of our employees hold these...Show moreLast updated: 30+ days ago
Education Manager
ABM CollegeVictoria, British Columbia, Canada
Full-time
Quick Apply
The Private Training Institutions Branch (PTIB) of the Ministry of Post-Secondary Education and Future Skills.Being a student-centered institution, our mandate is to offer in-demand programs with e...Show moreLast updated: 30+ days ago
Property Manager Trainee
Proline Management Ltd.Victoria, British Columbia, Canada
CA$55,000.00–CA$60,000.00 yearly
Full-time
Quick Apply
Are you looking for an exciting and challenging career in Real Estate? If so, we have an amazing opportunity for you.It doesn’t matter if you are new to Real Estate services and in particular Strat...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: 19 days ago
Leasing Manager
Pacific Cove PropertiesVictoria, BC, CAN
CA$65,000.00–CA$75,000.00 yearly
Quick Apply
Job Title : Residential Leasing Manager.Primary Location : Victoria, BC.Primex) is a BC-owned and operated real estate investment, development, and property management company located in Vancouver, B...Show moreLast updated: 30+ days ago
Day Manager / Night Manager
Craft Beer MarketVictoria, BC
CA$45,000.00–CA$65,000.00 yearly
Full-time
CRAFT Beer Market has raised the bar when it comes to restaurants and bars.We’ve created a fresh vibe that redefines social and culinary experiences.
We’ve set a new standard for food, drink and soc...Show moreLast updated: 30+ days ago
Plant manager
AgropurBritish Columbia Victoria, CAN
CA$175,000.00 yearly
Full-time
Quick Apply
Are you a dynamic, inspirational leader with a track record of successful transformation projects?.Do you know how to drive continuous improvement by motivating teams to work better and smarter?.If...Show moreLast updated: 30+ days ago
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca
9 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.