Portfolio manager 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: 17 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
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
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: 17 days ago
Achieves sales and other targets established by business plans.Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescrib...Show moreLast updated: 6 days ago
Position : Portfolio Manager Location : Toronto, ON (2 days in a week) Show moreLast updated: 8 hours ago
Portfolio Operations – Public Securities (POPS) is responsible for asset servicing, investment accounting, pricing, portfolio control activities and supporting financial reporting of publicly trade...Show moreLast updated: 30+ days ago
Joining AbbVie means you will be part of a team of outstanding professionals dedicated to making a remarkable impact on patients' lives.
At AbbVie, we conduct ground-breaking science on a global sca...Show moreLast updated: 12 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: 16 days ago
Senior Portfolio Manager, Supervision.This in-office position can be based out of our Toronto or Winnipeg office.Founded in 2017, Wellington-Altus Financial Inc.
Wellington-Altus) is the parent comp...Show moreLast updated: 30+ days ago
Reporting to the Vice President of IT Audit, you will be responsible for effective management of the assigned IT audit portfolio which includes executing and reporting on multiple concurrent audit ...Show moreLast updated: 30+ days ago
Wi-Fi thermostat to help millions of consumers save money, conserve energy, and bring home automation into their lives.We continue our pursuit to create technology that brings peace of mind into th...Show moreLast updated: 30+ days ago
Support reviews of the IB Project Portfolio in terms of health, risks, issues and dependencies across all areas and countries.
Collaborate on the delivery of the portfolio prioritization methodology...Show moreLast updated: 30+ days ago
What is the opportunity?The RBC Dominion Securities branch in Vancouver, BC, is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment st...Show moreLast updated: 30+ days 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: 20 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: 20 days ago
As a Portfolio Manager for the Corporate Real Estate Team, you will play a pivotal role in overseeing and optimizing our corporate real estate assets in support of an exceptional workplace experien...Show moreLast updated: 3 days ago
The core parts of your role would be to : .On a daily basis, the incumbent will strive to provide superior customer service by way of managing complex commercial mortgage facilities.Critical success ...Show moreLast updated: 30+ days ago
Portfolio Manager
Staffing In MotionDowntown Toronto (Rosedale), ON, caCA$125,000.00 yearly
Quick Apply
National Portfolio Manager
Southern Glazer's Wine & SpiritsToronto, Ontario, CanadaFull-time
Quick Apply
Portfolio Manager
NBCToronto, Ontarioserp_jobs.job_card.currency_salary_dayly
- Promoted
Director, Portfolio Management
Definity Financial CorporationOld Toronto, ON, CanadaCA$97,000.00–CA$178,800.00 yearly
Portfolio Manager
BMOToronto, Ontario, CanadaCA$54,500.00–CA$101,500.00 yearly
Part-time
- New!
Portfolio Manager(Banking Domain)
Edge GlobalToronto, ON, CanadaFull-time +2
Quick Apply
Portfolio Manager
ParalucentToronto, ON, CA We are seeking a Portfolio Manager for our client in the consulting sector.Portfolio Manager will be responsible for supporting specific portfolios in partnership with Business Relationship Manager...Show moreLast updated: 30+ days ago
Manager, Portfolio Operations
Ontario Teachers'Toronto, CanadaCA$100,000.00–CA$200,000.00 yearly
Full-time
Health Education Manager, Immunology portfolio
AbbVieToronto, Ontario, CanadaRemote
- Promoted
Portfolio Engagement Manager
Autodesk FoundationToronto, ON, CanadaFull-time
Senior Portfolio Manager, Supervision
Wellington-AltusToronto, ON, CACA$110,000.00–CA$130,000.00 yearly
Full-time
IT Audit Portfolio Manager
Tundra Talent CommunityToronto, ON, Canada (Hybrid)CA$115,000.00–CA$125,000.00 yearly
Full-time
Staff Product Manager, Portfolio Management
EcobeeToronto, CanadaCA$75,000.00–CA$95,000.00 yearly
Manager, Portfolio Analysis
ScotiabankToronto, ON, CACA$100,000.00–CA$200,000.00 yearly
- Promoted
Portfolio Manager, Option Overlays
Global X CanadaToronto, ON, Canada We are looking for a Portfolio Manager to join our dynamic team in the Canadian and Global ETF markets.This is an opportunity to join Canada’s most innovative ETF provider.As a key member of the po...Show moreLast updated: 15 days ago
Associate Portfolio Manager
0000050599 RBC Dominion Securities Inc.Toronto, OntarioCA$38,000.00–CA$55,000.00 yearly
Full-time
- Promoted
Portfolio Administrator
Milestone Investment Counsel IncToronto, ON, CanadaFull-time
- Promoted
Portfolio Administrator
Beutel, Goodman & Company Ltd.Toronto, ON, CanadaFull-time
Portfolio Manager - Corporate Real Estate
CT Real EstateToronto, ONFull-time
Senior Account Manager, Portfolio Management
Equitable BankTorontoCA$59,443.00–CA$80,423.00 yearly
Full-time
Portfolio Manager
Staffing In MotionDowntown Toronto (Rosedale), ON, ca17 days ago
Salary
CA$125,000.00 yearly
Job type
- 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