Investment Portfolio Manager Jobs in Edmonton
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Search Results - Investment Portfolio Manager Jobs in Edmonton
JamesValé RecruitmentEdmonton
through skilled portfolio management and analysis.
Key Responsibilities:
• Provide tailored investment advice to high-net-worth clients
• Manage and oversee client investment portfolios effectively
• Develop and maintain strong client relationships...
LAPPEdmonton
manager. You will assess portfolio performance, risk, and investment strategy across public and private markets, build the scorecards and analytical tools that give the Board clear visibility into how the Plan's money is being managed, and provide...
JamesValé RecruitmentEdmonton
tailored investment advice and portfolio management services to high-net-worth clients.
• Develop and maintain strong client relationships to ensure their financial goals are met.
Requirements
• A minimum of 5 years of experience in financial advisory...
EYEdmonton
EY's Technology Solutions Delivery practice assists our national consulting practices in planning, pursuing, delivering, and managing large, complex full lifecycle initiatives along with providing experience in leading practices, methods...
Edward JonesEdmontonappcast.io
of Financial Advisors to facilitate client service and portfolio management. The Associate Trainee will develop essential skills in client communication and regulatory requirements through comprehensive training and mentorship.
Strong attention to detail...
Scotia Wealth ManagementEdmonton
relationships with affluent clients requiring lending and investment support. You will lead portfolio management and develop strategies that resonate with client needs while working within a collaborative team structure focused on your success.
Key...
National BankEdmonton
and sales 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...
ThirdsailEdmonton
investment opportunities
• Portfolio Management & Operations: Monitor and report on portfolio company performance; drive strategic planning and identify opportunities for value creation with management teams; implement operational improvements and technology...
National BankEdmonton
>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...
WCB AlbertaEdmonton
governance, portfolio management, business case development, technology investment planning and financial oversight.Experience partnering with executive leadership, business sponsors and cross-functional stakeholders to influence strategic decision...
ConfidentialEdmonton
intelligence
• ip services
• technology analysis
• licensing & litigation support
• patent portfolio management
• circuit analysis
• patent landscaping
• systems & software analysis
• evidence of use
• process analysis
• patent transaction services...
Habitat for Humanity EdmontonEdmonton
philanthropic gifts or corporate investments.
Confidence engaging senior business leaders, donors and community stakeholders.
Experience managing a portfolio and moving prospects through identification, cultivation, solicitation and stewardship.
Strong proposal...
Scotia Wealth ManagementEdmonton
with diverse opportunities for professional development in Private Banking and Wealth Management.
Lead With Impact: Being part of one of the fastest growing businesses within Scotiabank.
In This Role You Will
Lead Portfolio Management
• Using knowledge...
ThirdsailCalgary, 280 km from Edmonton
investment opportunities
• Portfolio Management & Operations: Monitor and report on portfolio company performance; drive strategic planning and identify opportunities for value creation with management teams; implement operational improvements and technology...
Fidelity CanadaVancouver, 818 km from Edmonton
alternative offering.
• Collaborate with portfolio managers, maintaining open communication for timely inputs.
• Participate in industry events and conferences to educate DIY investors about alternative investing.
• Provide insights for external investment...
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