Portfolio analyst Jobs in Dorval, QC
- Promoted
Portfolio Manager
Staffing In MotionMontreal, Quebec, Canada
Portfolio Manager
Laurentian BankMontreal
Portfolio Management Consultant
0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, Canada- Promoted
Analyst Comptable
Randstad CanadaSaint-Laurent, Québec, CA
IT Architect, PMO - Portfolio Management
Addmore Group Inc.Saint-Laurent / hybrid, QC
Portfolio Manager
NBCMontreal, Quebec- Promoted
- New!
Senior Director, Portfolio Optimization, Global Alpha
PSP InvestmentsMontreal, Montreal (administrative region), Canada- Promoted
Director Portfolio Management
Banque Nationale du CanadaMontreal, Montreal (administrative region), Canada- Promoted
Portfolio Program Director
Intelcom | DragonflyMontreal, Montreal (administrative region), Canada
Portfolio Account Executive (Montreal)
WiproMontreal, Canada- Promoted
- New!
Data Analyst - Automotive Portfolio
ValnetMontreal, QC, Canada- Promoted
Director Portfolio Management
National BankMontreal, QC, Canada
Business Technology Portfolio Manager (Hybrid)
Morgan StanleyMontreal, Quebec, Canada
Portfolio Program Director
IntelcomCanada, Quebec, Montreal
Junior Portfolio Manager / Gestionnaire de Portefeuille Junior
Valsoft CorporationMontreal, QC, CA
Engineering & Portfolio Management Lead
The Kraft Heinz CompanyMount Royal, QC
Portfolio Associate - Private Wealth
BMOMONTREAL, QC, CAN- Promoted
Portfolio Analyst & Controller, Customer Support
CAEMontreal
Manager, PCO & Portfolio Analyst
Intact Financial CorporationMontréal, Quebec, CAN- Promoted
Analyste d’affaires – Portfolio
Premier TechMontréal, CAPortfolio Manager
Staffing In MotionMontreal, Quebec, Canada- Full-time
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.
Selfmotivated 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.