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...
STAEGER Personalmarketing-Saanich
in financial industry
In-depth knowledge and expertise in controlling, financial analysis & portfolio management
Self-driven, able to work independently and in a team within a cross functional environment
Highly professional working style associated...
Odlum Brown Limited-Victoria, 5 km from Saanich
winning firm in the Victoria office.
WHAT YOU’LL DO
You will provide administrative support to two Portfolio Managers to provide wealth management services to some of the most successful families in Canada and worldwide. The ideal candidate has a strong...
Deloitte-Toronto, 3384 km from Saanich
Service Excellence Portfolio Management Leader, Deloitte Global Technology Apply now » Apply now Start applying with LinkedIn
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Apply now × Apply for Job × × × Enter your email to apply Date: Mar 14, 2025
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National Bank-Victoria, 5 km from 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...
Veracity Software Inc-Victoria, 5 km from Saanich
corps within the project team (e.g. core business staff, professional employees, middle managers and other private sector contractors); provide project examples that clearly demonstrate experience in portfolio management (e.g. strategic alignment...
National Bank-Victoria, 5 km from Saanich
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...
International Search Consultants-Toronto, 3384 km from Saanich
be proactive with portfolio management, and represent client needs. This position is 80% new business development and 20% account management.
Account Executive Qualifications:
• Bachelor’s Degree preferred
• 3+ years of Sales experience in the Medical Device...
National Bank-Vancouver, 88 km from Saanich
Completed college 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...
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