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Portfolio Manager (#3974) 

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!

  • Have your CFA level 1 title and or its CIM title 
  • 2 years of relevant experience including direct interactions with customers
  • Have completed the CCVM course, Course on wealth management and group annuities (asset) Title of Financial Planner (asset)
  • Have outstanding customer service
  • Be resourceful, collaborative and a good communicator
  • Have good listening skills and know how to create trusted links
  • Essential Bilingualism

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.



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