Portfolio Manager Jobs in Oakville
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Search Results - Portfolio Manager Jobs in Oakville
Pivotal Integrated HR Solutions-Oakville
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation.
Position Responsibilities:
Trading Support
• Scrub extracts from various systems...
Pivotal Integrated HR Solutions-Oakville
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
National Bank-Oakville
for new members of your team. Supervise the process of onboarding new clients. Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
Pivotal Integrated HR Solutions-Oakville
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
Banque Nationale du Canada-Oakville
and subsequent steps.
Oversee onboarding, training and coaching for new members of your team.
Supervise the process of onboarding new clients.
Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results...
Pivotal Integrated HR Solutions-Oakville
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
Bellwether Investment Management-Oakville
Who We Are
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families...
Alteris Consulting-Toronto, 38 km from Oakville
with project governance structures and portfolio management is an advantage.
~ Experience across multiple industries such as, financial services, public sector, transit, healthcare, technology, or manufacturing is a plus.
Why Join Us?
This is an exciting...
Bellwether Investment Management-Oakville
Who We Are
Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families...
Iovate-Oakville
Six Star to join our team!
The Associate Director, Six Star will play a hybrid role, managing the overall brand portfolio strategy for Iovate while also serving as the brand lead and brand manager for Six Star. This role is accountable for P&L...
Pivotal Integrated HR Solutions-Oakville
portfolio management system and various custodian systems, as well as assisting the team with trading support, client proposals and Investment Policy Statement preparation. Data Integrity Complete Daily Reconciliation responsibilities between the portfolio...
Robert Half-Oakville
for client meetings and internal reviews.
• Liaise with portfolio managers, custodians, and other third-party vendors to resolve inquiries and ensure operational efficiency.
• Ensure compliance with internal controls, regulatory standards, and company...
roberthalf.com -
National Bank-Oakville
and/or university diploma in a related field
• Minimum of 5 years of relevant experience in portfolio management, financial planning, marketing and social media or taxation
• Completed Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course...
National Bank-Oakville
>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...
Iovate-Oakville
Six Star to join our team!
The Associate Director, Six Star will play a hybrid role, managing the overall brand portfolio strategy for Iovate while also serving as the brand lead and brand manager for Six Star. This role is accountable for P&L...
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