Portfolio Manager Jobs in Saanich
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Search Results - Portfolio Manager Jobs in Saanich
Ninepoint Partners-Saanich
to:
• Arrange one-on-one or group meetings with financial advisors to promote the company’s products and services
• Schedule and host events, roadshows and portfolio manager meetings
• Develop a strategic business plan twice a year with the team to increase...
CI Financial-Saanich
offerings to existing and potential clients
• Generating referrals for your respective DVPs
• Perform account management and customer service duties for established clients
• Respond to inquiries on products, fund management strategies, portfolio manager...
Harbourfront Wealth Management-Saanich
program;
• Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing...
CI Financial-Saanich
offerings to existing and potential clients
• Generating referrals for your respective DVPs
• Perform account management and customer service duties for established clients
• Respond to inquiries on products, fund management strategies, portfolio manager...
Harbourfront Wealth Management-Saanich
Conducting close supervision of new registrants;
• Participating in internal branch audits as well as external regulatory audits;
• Supporting all staff, including Investment Advisors and Portfolio Manager with compliance inquiries;
• Providing ongoing...
Canton de Vaud-Saanich
At least 5 years’ experience in a similar senior role in an international environment.
• Successful track record in financial industry.
• In-depth knowledge and expertise in controlling, financial analysis & portfolio management.
• Self-driven, able...
appcast.io -
Lock Search Group-Saanich
the company at industry events and trade shows to promote the product portfolio.
• Managing administrative tasks such as sales forecasting, maintaining customer records, and handling expense reports.
• Ensuring compliance with company policies and health...
Industra Construction Corporation-Saanich
deficiencies.
• Tracks and controls construction schedule and associated costs to achieve completion of projects within time and monies allocated.
• Reports to owner, engineers and portfolio managers about progress and any necessary modifications of plans...
Lock Search Group-Saanich
the company at industry events and trade shows to promote the product portfolio.
• Managing administrative tasks such as sales forecasting, maintaining customer records, and handling expense reports.
• Ensuring compliance with company policies and health...
NATIONAL BANK OF CANADA-Saanich
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 to compliance and risk...
Odlum Brown Limited-Saanich
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 of fundamental investment principles and risk...
WP Osborne Executive Search Inc.-Saanich
leasing, property management, portfolio management, finance, marketing, IT, HR and strategy.
Reference: 1378 – Director Development, Vancouver...
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