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
maintenance mechanic technician - industrial
TYCROP Manufacturing LtdRosedale, BC, CA
CA$32.50–CA$38.24 hourly
Permanent
Other trades certificate or diploma.Detect and troubleshoot irregularities and malfunctions.Repair or replace defective machinery parts.
Fabricate parts required during overhaul, maintenance or set-...Show moreLast updated: 6 days ago
mechanic, truck
T & S Transportation Systems Inc.BC, CA
CA$34.00 hourly
Permanent
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Adjust, repair or replace parts and components of commercial transport truck systems.Inspect and te...Show moreLast updated: 30+ days ago
M&E Project Manager and a Lead M&E Project Coordinator – British Columbia, Canada
Shackleton Duke GroupBritish Columbia, Canada
CA$100,000.00 yearly
Shackleton Duke Ltd along with our client a leading M&E Contractor with numerous offices and projects throughout Canada are currently looking for a M&E Project Manager and a Lead M&E Project Coordi...Show moreLast updated: 30+ days ago
Promoted
Drivers
Canadian Parts Xpress CPXRegional District of East Kootenay, BC, Canada
Full-time
We are currently seeking a Professional driver with a reliable SUV or Minivan to.Safely operate a their personal vehicle.
Properly track and document activity log.Report any issues or incidents to t...Show moreLast updated: 5 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
York Region District School BoardBritish Columbia, Canada
CA$32.00–CA$40.00 hourly
School District 10 (Arrow Lakes) School District 10 (Arrow Lakes) is seeking a temporary certified journeyperson mechanic available to work on a temporary or relief basis.Under the supervision of t...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: 23 days ago
automotive mechanic
MrlubeBC, CA
CA$34.65 hourly
Permanent
Education : Secondary (high) school graduation certificate.Experience : 1 year to less than 2 years.Confirm findings with supervisor to determine whether to repair or replace unit.Inspect and test me...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
truck and transport mechanic
Agri-Trans Services Inc.BC, CA
CA$35.00–CA$50.00 hourly
Permanent
Education : No degree, certificate or diploma.Experience : 2 years to less than 3 years.Adjust, repair or replace parts and components of commercial transport truck systems.Inspect mechanical units t...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
Operations Trainee
Craftsman CollisionFraser Valley, BC, CA
CA$45,000.00–CA$55,000.00 yearly
Full-time
Quick Apply
Craftsman Collision is the largest independently owned and operated auto body repair chain in Canada – but we’re also a family that cares about the people we work with.
Are you ready to reach your f...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: 18 days ago
assistant parts manager
EightSix NetworkBC
CA$60.00–CA$85.00 hourly
Are you passionate about luxury automobiles and driven by the pursuit of excellence? Ferrari Vancouver is seeking an enthusiastic and organized individual to join our team as an Assistant Parts Man...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
Parts
PrairieCoast equipmentChilliwack
CA$21.25 hourly
Full-time
One of Canada’s Best Managed Companies™ each year since One of Canada's Top Small & Medium Employers™ , and Recognition by John Deere as a top-performing dealer in North America We Offer : A competi...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.