Portfolio manager Jobs in Montreal, QC

Last updated: 15 hours ago

Promoted

Portfolio Manager

Staffing In MotionMontreal, Quebec, Canada

CA$125,000.00 yearly

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...Show moreLast updated: 30+ days ago

Portfolio Manager

Laurentian BankMontreal

CA$19.81 hourly

Full-time

At Laurentian Bank, we believe we can change banking for the better.Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employee...Show moreLast updated: 30+ days ago

Manager IT Project Portfolio Montreal

JumpMontreal, Canada

Full-time

As a Manager, IT Project Portfolio in Montreal, you will oversee the execution of our client’s IT projects.Your role includes planning, tracking and reporting on projects, as well as their delivery...Show moreLast updated: 16 days ago

Portfolio Management Consultant

0000050599 RBC Dominion Securities Inc.MONTRÉAL, Quebec, Canada

CA$100,000.00–CA$200,000.00 yearly

Full-time

In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowled...Show moreLast updated: 30+ days ago

Portfolio Manager

NBCMontreal, Quebec

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Full-time

Advisory services, Commercial banking.A career in the Specialized Groups of the Commercial & Private management sector is an opportunity to work with the best players in the sectors of Technolo...Show moreLast updated: 30+ days ago

Promoted

Director Portfolio Management

Banque Nationale du CanadaMontreal, Montreal (administrative region), Canada

Full-time

Advisory services, Commercial banking.The Director Portfolio Management – National Client Group, will work closely with the teams’ Directors. You'll act as an expert advisor and suggest financial st...Show moreLast updated: 12 days ago

Promoted

Portfolio Program Director

Intelcom | DragonflyMontreal, Montreal (administrative region), Canada

Full-time

Apply locations Canada, Quebec, Montreal time type Full time posted on Posted 5 Days Ago job requisition id JR107532.The Portfolio Program Director is responsible for the comprehensive oversight, m...Show moreLast updated: 21 days ago

Portfolio Account Executive (Montreal)

WiproMontreal, Canada

CA$40.00 hourly

Full-time

Portfolio Account Executive- Canada (Montreal) Wipro is a leading global information technology, consulting, and business process services company. We harness the power of cognitive computing, hyper...Show moreLast updated: 30+ days ago

Business Technology Portfolio Manager (Hybrid)

Morgan StanleyMontreal, Quebec, Canada

CA$78.00 hourly

Full-time

Business Technology Portfolio Manager (Hybrid).Americas-Canada-Quebec-MontrealEducation Level : Bachelor's Degree.OtherEmployment Type : Full TimeJob Level : Director. We're seeking someone to join our te...Show moreLast updated: 30+ days ago

Portfolio Manager (Hybrid)

National BankMontreal, Quebec

Full-time +2

Attendance Hybrid Job number 23728 Category Senior Professional.Permanent Type of Contract Permanent.Full-Time Full Time / Part Time? Full-Time Posting date 14-Jan-2025. Montreal, Quebec City Montre...Show moreLast updated: 30+ days ago

Junior Portfolio Manager / Gestionnaire de Portefeuille Junior

Valsoft CorporationMontreal, QC, CA

Full-time

Quick Apply

Founded in Montreal, Canada in 2015, Valsoft’s mission is to buy, enhance, and grow vertical market software companies.These companies provide mission-critical solutions in their respective niche i...Show moreLast updated: 1 day ago

Manager, Data, Portfolio monitoring and Implementation

DesjardinsMontréal

CA$56,100.00–CA$84,300.00 yearly

Full-time

As Manager Data, Portfolio Monitoring and Implementation, your role is to improve the quality and availability of data, support partners in their needs for data and reports, develop dynamic portfol...Show moreLast updated: 30+ days ago

Portfolio Program Director

IntelcomCanada, Quebec, Montreal

Full-time

The Portfolio Program Director is responsible for the comprehensive oversight, management, and strategic alignment of a portfolio of programs and projects. This leadership role ensures that all init...Show moreLast updated: 30+ days ago

Promoted

Portfolio Manager

ValnetMontreal, QC, Canada

Full-time

Company that owns and operates over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel.We are looking for a high...Show moreLast updated: 24 days ago

Promoted
New!

SENIOR MANAGER, PORTFOLIO MANAGEMENT – Across the province of Quebec

BDCMontreal, Montreal (administrative region), Canada

Full-time

We are banking at another level.It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepren...Show moreLast updated: 15 hours ago

Portfolio Associate - Private Wealth

BMOMONTREAL, QC, CAN

CA$44,500.00–CA$82,500.00 yearly

Full-time +1

This role will be part of BMO Private Investment Counsel Inc.Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptiona...Show moreLast updated: 30+ days ago

Manager, Portfolio Management and Operations

PSP InvestmentsMontreal

CA$90,000.00 yearly

Full-time

At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us t...Show moreLast updated: 30+ days ago

Promoted

Portfolio Analyst & Controller, Customer Support

CAEMontreal

CA$85,000.00 yearly

Full-time

This role’s main function is to execute project management tasks to support to the business unit (Defence & Security) on the delivery of post-delivery projects, services, spares and repairs.Execute...Show moreLast updated: 30+ days ago

Manager, PCO & Portfolio Analyst

Intact Financial CorporationMontréal, Quebec, CAN

CA$90,000.00 yearly

Full-time +1

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

Promoted
New!

Analyste d’affaires – Portfolio

Premier TechMontréal, CA

Full-time

Pourquoi joindre l’Équipe Premier Tech Qui nous sommes : Premier Tech - YouTube Ton futur environnement de travail Le Campus Premier Tech à Rivière-du-Loup, notre Siège mondial.Ta future équipe Chez...Show moreLast updated: 21 hours ago

Portfolio Manager

Staffing In MotionMontreal, Quebec, Canada

30+ days ago

Salary

CA$125,000.00 yearly

Job type

Full-time

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.

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.