Investment Portfolio Manager Jobs in Ottawa
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Search Results - Investment Portfolio Manager Jobs in Ottawa
Scotia Wealth Management-Ottawa
investment management offering. Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who...
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Morgan McKinley-Ottawa
A leading Robo-Advisory in Toronto is seeking a Portfolio Manager to manage client portfolios and develop investment strategies using algorithmic tools. The role involves ensuring portfolios align with client objectives and market conditions...
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Scotiabank-Ottawa
sophisticated investment counselling.
What You Bring
• CFA charter holder or CIM designation required.
• Must meet all regulatory requirements for Portfolio Manager registration (AR with the Ontario Securities Commission for example).
• Minimum 5+ years...
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Scotia Wealth Management-Ottawa
A leading investment management firm in Southwestern Ontario is hiring for multiple roles focused on managing high-net-worth clients. Candidates with experience in discretionary portfolio management are encouraged to apply.
The firm offers...
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Trundl, Inc-Ottawa
Solution Portfolio Manager
Location: Canada (Remote)
Preferred: Eastern or Central Time Zones
Reports To: Global Head of Software & Solutions
About Us:
Trundl Inc. is a global technology and professional services company dedicated to driving...
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RBC Dominion Securities-Ottawa
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 to create customized...
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Trundl, Inc-Ottawa
Solution Portfolio Manager
Location: Canada (Remote)
Preferred: Eastern or Central Time Zones
Reports To: Global Head of Software & Solutions
About Us:
Trundl Inc. is a global technology and professional services company dedicated to driving...
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Confidential-Ottawa
Vice President, Portfolio Management
About the Company
Corporation that manages investments & corporate interests for the national government
Industry
Capital Markets
Type
Privately Held
Founded
1982
Employees
11. 50
About the Role...
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Backseat venture-Ottawa
role for a VC Partner at Backseat Venture. The VC Partner will be responsible for sourcing and evaluating investment opportunities, conducting due diligence, negotiating deals, and managing portfolio companies. The VC Partner will also be involved...
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Canadian Imperial Bank of Commerce-Ottawa
Elevate your career as a Private Banking Advisor with CIBC, managing and growing a high net worth portfolio. Focus on cash management, lending, and investment services to enhance client satisfaction.
This role is ideal for a certified professional...
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National Bank-Ottawa
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...
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Canadian Imperial Bank of Commerce-Ottawa
What You’ll Be Doing
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services, increasing overall profit contribution to CIBC Private Wealth Management.
You will also...
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Professional Staffing-Ottawa
advanced designations and portfolio management responsibilities.
Key Responsibilities
• Lead and participate in financial planning meetings with both prospective and existing clients
• Conduct discovery conversations and initial intake meetings with new...
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National Bank-Ottawa
>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...
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Kinaxis Inc.-Ottawa
way.
• Experience managing a large portfolio of software, rationalizing software investments, gathering use cases and understanding business process needs, exposure to software contract and order forms, software renewals and compliance risk management...
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