Portfolio analyst Jobs in Toronto, ON
Last updated: 8 hours ago
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: 22 days ago
First year salary from $100K-$200K!.Are you driven, ambitious, and charismatic?.Do you want to take home a bigger cut from your hard work?.
Do you have a loyal client base that will follow you?.Our ...Show moreLast updated: 8 hours ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Senior Portfolio Analyst is responsible for.
Overall support to the PIC Centralized Investme...Show moreLast updated: 30+ days ago
National Portfolio Manager (Greater Toronto Area).Open your future to incredible career potential.Work for an industry leader who invests in their people.
Southern Glazer’s Wine & Spirits is Nor...Show moreLast updated: 30+ days ago
What can you expect in this role?.The Director, PI Portfolio Management will play a fundamental role within the Personal Insurance Portfolio Management team to ensure that Economical, as a public c...Show moreLast updated: 22 days ago
Associate Portfolio Manager (High Yield, Multi-Credit).As an Associate Portfolio Manager, you will play a crucial role on our Portfolio Management team.
You will actively manage a portfolio of high-...Show moreLast updated: 8 hours ago
LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries.O...Show moreLast updated: 30+ days ago
Do you have a background in wealth management administration? Are you passionate about providing top-tier client service and supporting a dynamic team? If so, we want to hear from you! •Direct exper...Show moreLast updated: 16 hours ago
Under the day-to-day direction of the Associate Director and Lead, the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for...Show moreLast updated: 5 days ago
The Portfolio Analyst - Pension Investments will support the Portfolio Managers in the overall operations of the RBC’s Canadian Defined Benefit and Defined Contribution pension plans, primarily in ...Show moreLast updated: 30+ days ago
RBC InvestEase is an investment management service that has ‘digital at the centre’ and a light human touch.As a Bilingual Portfolio Advisor, you are the primary point of contact for French and Eng...Show moreLast updated: 3 days ago
This is a contract position with the opportunity for a full-time offer.Hybrid and remote work option available.The Autodesk Foundation’s mission is to support innovative solutions to the world’s mo...Show moreLast updated: 22 days ago
Hi,Title : Portfolio ManagerType : ContractLocation : Toronto, CARequire a PM with Portfolio Management experience not a Project CoordinatorWill be responsible for decommissioning program i.CloudShoul...Show moreLast updated: 1 day ago
We are a boutique investment counselling firm located in downtown Toronto, owned and managed by three partners who are committed to providing highly-personalized wealth management services to our g...Show moreLast updated: 26 days ago
On behalf of our client, a prestigious wealth management firm based in Toronto, we are looking for an experienced.We are looking for a conscientious, thoughtful, and qualified Portfolio Administrat...Show moreLast updated: 8 hours ago
Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.
The company provides a broad range of financial planning and inv...Show moreLast updated: 30+ days ago
The Portfolio Strategy Group is part of the Private Equity (PE) department at CPP Investments.PE manages $140 billion of net assets and is responsible for the firms private equity investments globa...Show moreLast updated: 29 days ago
With over $100B in balance sheet assets, Capital Markets Loan Portfolio Management (LPM) oversees one of the largest businesses in Capital Markets.
LPM is responsible for supporting Capital Markets ...Show moreLast updated: 3 days ago
Our employees are at the heart of what we do best : helping people, businesses and society prosper in good times and be resilient in bad times.
When you join our team, you’re bringing this purpose to...Show moreLast updated: 30+ days ago
The Portfolio Administrator is responsible for the recordkeeping of institutional accounts and processing Fund trades.They will interact with clients, auditors, custodians, and multiple stakeholder...Show moreLast updated: 26 days ago
Portfolio Manager
Staffing In MotionDowntown Toronto (Rosedale), ON, caCA$125,000.00 yearly
Full-time
Quick Apply
- Promoted
- New!
Portfolio Manager
Options Consulting SolutionsToronto, ON, CanadaCA$100,000.00–CA$200,000.00 yearly
Full-time
Senior Portfolio Analyst - 18-month Contract
ScotiabankToronto, ONCA$45.00 hourly
Temporary
National Portfolio Manager
Southern Glazer's Wine & SpiritsToronto, Ontario, CanadaFull-time
Quick Apply
- Promoted
Director, Portfolio Management
Definity Financial CorporationOld Toronto, ON, CanadaCA$97,000.00–CA$178,800.00 yearly
Full-time
- Promoted
- New!
Associate Portfolio Manager
RPIAToronto, ON, CanadaFull-time +1
Analyst, Portfolio Management
La Salle UniversityToronto, ONCA$125,000.00 yearly
Full-time
- Promoted
- New!
Portfolio Administrator - 19175
The Headhunters RecruitmentToronto, ON, CanadaCA$50,000.00–CA$55,000.00 yearly
Full-time
Portfolio Analyst, Private Wealth
BMOToronto, Ontario, CanadaCA$60,000.00–CA$111,700.00 yearly
Part-time
Portfolio Analyst – Pension Investments
0000050007 Royal Bank of CanadaTORONTO, Ontario, CanadaCA$70,000.00–CA$85,000.00 yearly
Full-time
- Promoted
Bilingual Portfolio Advisor
RBCToronto, ON, CanadaFull-time
- Promoted
Portfolio Engagement Manager
Autodesk FoundationToronto, ON, CanadaFull-time
- Promoted
Portfolio Manager
Infinity QuestToronto, ON, CanadaFull-time
- Promoted
Portfolio Administrator
Milestone Investment Counsel IncToronto, ON, CanadaFull-time
- Promoted
- New!
Portfolio Administrator
Morgan McKinleyToronto, ON, CanadaFull-time
Senior Portfolio Analyst
Mackenzie InvestmentsToronto, ON, CACA$30.00–CA$55.00 hourly
Full-time
- Promoted
Analyst Portfolio Strategy Private Equity
CPP InvestmentsToronto, Ontario, CanadaFull-time
Analyst, Loan Portfolio Management
Royal Bank of Canada>TORONTO, CanadaFull-time
Manager, PCO & Portfolio Analyst
Intact Financial CorporationToronto, Ontario, CANCA$90,000.00 yearly
Full-time +1
- Promoted
Portfolio Administrator
Beutel, Goodman & Company Ltd.Toronto, ON, CanadaFull-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Rosedale), ON, ca22 days ago
Salary
CA$125,000.00 yearly
Job type
- Full-time
- Quick Apply
Job descriptionLicensed 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.
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
Requirements
investment