Associate Portfolio Manager Jobs in British Columbia
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Search Results - Associate Portfolio Manager Jobs in British Columbia
TD Bank-Victoria
This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a team with a Portfolio Manager.
KEY...
appcast.io -
BlueShore Financial-North Vancouver
Advisory Associate As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our...
Prime Quadrant-Vancouver
We have been on a growth trajectory for several years. We are seeking a talented person with aligned values to join our team.
The Opportunity
The successful candidates will join dedicated practice groups that provide portfolio management...
Royal Bank of Canada-Vernon
that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch located in Vernon, BC is seeking an Associate Wealth Advisor to join a successful Advisory Team. As Associate Wealth Advisor your role is to deliver customized...
rbc.com -
National Bank-Victoria
>Analyze, open, and update client files Produce portfolio management reports Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings Ensure adherence...
2 similar jobs: London, Oakville
Royal Bank of Canada-Surrey
Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.
What will you do? Execute trades and rebalance portfolios.
• Execute model portfolio changes- trade execution only
• Exchange...
rbc.com -
Prime Quadrant-Vancouver
We have been on a growth trajectory for several years. We are seeking a talented person with aligned values to join our team.
The Opportunity
The successful candidates will join dedicated practice groups that provide portfolio management...
QuadReal Property Group-Vancouver
company officials, pension fund managers, securities agents and associates
• Analyze investment projects
• Prepare a regular risk profile for debt portfolios
• Develop risk management plans
• Variance analysis
Credentials
Certificates...
jobbank.gc.ca -
BlueShore Financial-North Vancouver
Advisory Associate
As an Advisory Associate, you are essential in cultivating client relationships. Your organizational and relationship management skills support the success of you and your Financial Advisor, and the financial well-being of our...
Royal Bank of Canada-Richmond
to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business, which is primarily based on discretionary portfolio management. Demonstrate a client first fiduciary approach as you...
rbc.com -
National Bank-Vancouver
and/or university diploma in a related field Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation Completed Canadian Securities Course (CSC)...
Odlum Brown Limited-Vancouver
client portfolios and benchmark portfolio performance
• Update slide decks for client meetings/presentations
• Assist with quarterly reviews
Financial Planning Support
• Support clients through the wealth management process by gathering relevant...
Odlum Brown Limited-Vancouver
Managers, two experienced Associate Portfolio Managers, and two Investment Assistants, managing over $1 Billion in client assets. This role will also report to the Vice President, Financial Planning on practice management as it relates to financial planning...
3 similar jobs: Halifax, Montréal, Blainville
Raymond James Financial-Vancouver
on the SMA program as well as internal Raymond James portfolio managers.
• Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
• Query for daily asset movement on the SMA program and amalgamate...
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