Investment Portfolio Manager Jobs in Barrie
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Search Results - Investment Portfolio Manager Jobs in Barrie
National Bank-Barrie
of securities, necessary transaction adjustments)
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
• Analyze, open, and update client files
• Produce portfolio management...
National Bank-Barrie
>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...
Royal Bank of Canada-Newmarket, 40 km from Barrie
Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs
• Leverage RBCs extensive investment and wealth management resources...
rbc.com -
National Bank-Quebec City, 708 km from Barrie
Produce portfolio management reports.
Manage client files administratively, including scheduling appointments and preparing for client meetingsEnsure compliance with regulations and risk management protocols.
All related administrative tasks.Your...
National Bank-Mercier, 480 km from Barrie
client files and keep them up to date.Produce portfolio management reports.· Coordinate the administrative workflow of client accounts, ensuring effective agenda management, timely appointment scheduling, and thorough preparation for client...
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