Investment Portfolio Manager Jobs in Calgary
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Search Results - Investment Portfolio Manager Jobs in Calgary
aramco-Calgary
Elevate your career as a Lead Portfolio Manager in Saudi Arabia with an attractive expatriate package. This full-time role involves strategic oversight and value realization for diverse investments.
We are looking for a seasoned Lead Portfolio...
TD Bank-Calgary
management and investment strategies for high-net-worth and ultra-high-net-worth clients. You will leverage your expertise in the investment landscape and maintain a hands-on approach to improve client portfolios.
Successful candidates will exhibit strong...
appcast.io -
aramco-Calgary
This position requires full relocation to Saudi Arabia. It is a permanent full time Expat Relocation Package.
We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD). The Portfolio Management Dept (PMD) serves...
Verdex Capital-Calgary
team, responsible for investment activities from sourcing and evaluating opportunities to managing portfolio companies through to exit. The ideal candidate has a background in the food and agriculture sector and familiarity with venture capital.
We...
RBC Dominion Securities-Calgary
Deliver strategic planning and financial advice
Requirements:
• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam
• Passion for financial planning and portfolio management
• Strong relationship building...
National Bank-Calgary
>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...
National Bank-Calgary
portfolio management reports
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk management rules
Your team:
National Bank...
ATB Financial-Calgary
record of successful management.
Skills, experience & requirements
• Experience: Minimum 7-10 years in a senior compliance or portfolio operations role at a Canadian Investment Dealer and people leadership experience of 5+ years.
• Credential: Preferred...
appcast.io -
iCapital-Calgary
business.
Qualifications
• 10+ years of client facing experience in the Canadian investment industry (e.g. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles)
• Bachelor’s degree is required...
Viewpoint Investment Partners-Calgary
Team
Our research and investment process is built to move from model design into live portfolio implementation with consistency, judgment, and control. The trading and investment operations function is a crucial bridge between portfolio management...
iCapital-Calgary
distribution business.
Qualifications
• 10+ years of client facing experience in the Canadian investment industry (i.e. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles)
• Bachelor’s degree...
BMO-Calgary
of institutional markets, a proven ability to originate and close new business, and the capability to partner effectively with portfolio managers and internal stakeholders to deliver differentiated, client‑centric solutions.
This role is well suited for a self...
National Bank-Calgary
for all investment accounts and ensure diligent follow-up
• 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...
0000050599 RBC Dominion Securities Inc.-Calgary
and coaching in‐person and virtually to an assigned portfolio of branches for account administration, portfolio management, trading, client relationship management, wealth management, and business development.
Conduct effective discovery to understand Advisor...
National Bank-Canada
engage with clients, portfolio managers, and external partners • Ensure timelines, regulatory requirements, and operational standards are met during fund launches • Identify operational and system-related issues linked to new products and propose...
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