Position: Portfolio Manager (#3974)
Category: Permanent
Location: Quebec City (hybrid mode)
Salary: Above market
Employer details:
A renowned financial institution offering a growing and constantly evolving work environment. Join an organization that has the interests of its employees at heart and that offers great visibility, rewarding work and continuous improvement, innovative software tools and a highly stimulating work environment for learning and professional development.
Benefits: Salary according to experience & annual bonus – Full insurance from day 1 – Employer RRSP contribution – 4 weeks of vacation and 10 personal days – Flexible 37.5 hour schedule – Hybrid mode (3x/week in the office) – Great range of banking benefits.
Your responsibilities in a nutshell!
Assess clients' needs as well as their risk tolerance - Develop an appropriate written investment policy statement including the collection of clients' personal information, determining the allocation of asset – Produce security analyzes for transfers due to capital gain/loss - Review credit quality and duration of fixed income investments, analyze industry, sector and geographic allocation of stocks - Explain to clients the strategy of individual fund managers - Conduct review of client portfolios - Participate in networking activities to foster relationships to ensure the value proposition - Participate in clients' understanding and knowledge of the fund's products private investment - Collaborate in the development of clients' wealth management plans.
Your assets for this position!
An ideal opportunity for a person who reflects confident leadership, who likes to propose ideas and find solutions, who strives for excellence and knows how to set priorities. Join a collaborative team of professionals with whom you can develop a rewarding career. We offer you a place of choice in a constantly evolving organization where you will play a varied key role with a high-end clientele. Do you recognize yourself and are ready for new challenges? Don't hesitate any longer, this position is for you! Contact us soon to know all the details.
Groupe Minier Windfall est une société d’exploration minière axée sur l’acquisition, l’exploration et le développement de propriétés de ressources en métaux précieux au Canada. Notre principal objectif consiste à créer de la valeur pour toutes nos...
Kontron Canada is looking for a Financial Analyst who will be involved in a variety of exciting projects within a global company. Kontron's embedded computing systems interact with a wide variety of devices in rugged environments such as avionics...
At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed...
Le groupe NūMove est une entreprise de robotique et de vision. Notre équipe est composée de professionnels expérimentés et hautement qualifiés qui travaillent dans le domaine de solutions d’automatisation pour des entreprises manufacturières depuis...
At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed...
Notre client, la Ville de Hudson est présentement à la recherche de leur futur directeur des finances. Vous voudriez travailler dans un endroit où le respect, la loyauté, l’intégrité et l’équité sont des valeurs importantes? Vous avez un dynamisme...