Portfolio manager Jobs in North Vancouver, BC
Last updated: 5 days 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: 5 days ago
Provide portfolio management and Environmental, Social, and Governance (ESG) screening for investment portfolios to enable long-term competitive performance in accordance with VCIM investment polic...Show moreLast updated: 14 days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To work closely with the Relationship Managers in the management of the overall book of busines...Show moreLast updated: 30+ days ago
Canada’s leading full-service investment and wealth management firm.We are committed to helping our clients build financial success through a personalized approach that draws on the full resources ...Show moreLast updated: 30+ days ago
Position : Lease Portfolio Specialist.Dealership : OpenRoad Audi Boundary.Compensation : $85,000-$140,000 per annum •this is a commissioned position - wages commensurate experience & productivity.We b...Show moreLast updated: 30+ days ago
The Manager, Planning & Portfolio Management will be responsible for the development and establishment and ultimately management of SMG's IT portfolio management practice.The Manager provides l...Show moreLast updated: 23 days ago
MatchBox Consulting Group is currently seeking a.Director, Product Portfolio (Property Solutions).This role will work out of the clients downtown Vancouver office.
This is a hybrid position 3 days i...Show moreLast updated: 30+ days ago
What it's like to be an Underwriting Portfolio Lead at Northbridge Financial : .Our Underwriting Portfolio Lead manages and oversees the enhancement and expansion of the automation of Commercial Unde...Show moreLast updated: 30+ days ago
Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well.We owe our success...Show moreLast updated: 30+ days ago
Recognized as the 2019 and 2022 Canadian Automotive Dealers Association (CADA) Laureate Award Winner for Business Innovation and one of Canada's Best Employers for Recent Graduates for 2022,.Lease ...Show moreLast updated: 30+ days ago
At Doctors of BC our vision is to promote a social, economic, and political climate in which members can provide the citizens of BC with the highest standard of health care, while achieving maximum...Show moreLast updated: 30+ days ago
About QuadReal Property Group .QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia.
Its assets under management...Show moreLast updated: 30+ days ago
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, caCA$125,000.00 yearly
Full-time
Quick Apply
Portfolio Manager, ESG (Vancity Investment Management)
VancityVancouver, BC, CACA$100,000.00–CA$140,000.00 yearly
Full-time
Portfolio Administrator, Private Investment Counsel (PIC) - Vancouver
ScotiabankVancouver, BC, CACA$45,000.00–CA$65,000.00 yearly
Associate Portfolio Manager / Associate Investment Advisor
Royal Bank of Canada>VANCOUVER, CanadaCA$100,000.00 yearly
Full-time
Lease Portfolio Specialist - OpenRoad Audi Boundary
OpenRoad Auto GroupBurnaby, British ColumbiaCA$85,000.00–CA$140,000.00 yearly
Manager, Planning and Portfolio Management
Seaspan ULCNorth Vancouver, BCCA$112,500.00–CA$137,500.00 yearly
Full-time +1
Director, Product Portfolio
MatchBox Consulting GroupVancouver, British ColumbiaPermanent
Underwriting Portfolio Lead (Secondment / Contract)
Northbridge Financial CorporationVancouver, BCCA$55,000.00–CA$75,000.00 yearly
Full-time
Program Manager, Digital Portfolio Management (12 Month Contract)
EightSix NetworkBCCA$115,020.00–CA$138,020.00 yearly
Lease Portfolio Retention Specialist - Destination Toyota Burnaby
Destination Auto GroupBurnaby, British Columbia, CanadaFull-time
Portfolio Liaison, Strategic Initiatives
Doctors of BCBritish Columbia, CANCA$80,067.00–CA$100,083.00 yearly
Full-time
Portfolio Accountant
QuadRealVancouverCA$95,000.00 yearly
Full-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Central Bay Street), BC, ca5 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