Investment Portfolio Manager Jobs in Victoria
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Search Results - Investment Portfolio Manager Jobs in Victoria
TD Bank-Victoria
a combination of face-to-face, telephone and email to achieve minimum quarterly contact with all clients.
• Develop investment strategies that are in line with the client’s goals and objectives.
• When working in a team, assist the Portfolio Manager where...
appcast.io -
Odlum Brown Limited-Victoria
practices in day-to-day work
• Investment and Portfolio Management – Able to assist with basic investment tasks, research and support, support the proactive and effective management of client accounts and communication with clients and demonstrate awareness...
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...
Royal Bank of Canada-Victoria
in this role:
• 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...
rbc.com -
National Bank-Victoria
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...
Ninepoint Partners-Saanich, 5 km from Victoria
management/industry experience in the investment industry
• Established Portfolio Manager and/or Investment Advisor relationships
• Strong relationship-building and relationship-management skills
• Experience in developing and executing territory business...
CI Financial-Saanich, 5 km from Victoria
on innovative products and projects, and where employees are supported and engaged in doing so.
Job Overview
Business Development Manager (BDM) is responsible sales and asset retention and brand promotion of all CI Global Asset Management investment products...
National Bank-Laval, 3709 km from Victoria
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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