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Client Portfolio Manager jobs

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HEAD, CLIENT MANAGEMENT

Lead and mentor a team of Relationship Managers to strengthen existing client relationships, promote products and services, and develop brand awareness.. Execute on the overall client engagement strategy and account management pla...

CompanyView Other Tmx Offers
AddressToronto, ON
CategoryAccounting
Job type• Full time
Date Posted 4 weeks ago See detail

Head, Client Management

View Other Tmx Offers

Toronto, ON

Lead and mentor a team of Relationship Managers to strengthen existing client relationships, promote products and services, and develop brand awareness.. Execute on the overall client engagement strategy and account management pla...

4 weeks ago seen See more...

Sr Planner Application Portfolio Manager-INF004454

Government Of Saskatchewan

Regina, SK

It supports government customers with help desk, hardware and software, application development and IT security services. The APM team strives to develop strong partnerships with peers, technology leads and leaders across ITD/SBP...

4 weeks ago seen See more...

Shareholder Services Client Manager

View Other Rbc - Royal Bank Offers

Toronto, ON

Develop and maintain relationships with primary contacts within assigned client organizations on behalf of Shareholder Services and provide exceptional service contributing to the business goal of achieving a service score of 4 or...

a month ago seen See more...

Head, WM Global Credit Portfolio Management

Rbc Royal Bank

York, ON

Leads financial planning and budgeting process for WM Global Credit and Cash Management. Directs proactive reporting and analysis of Global Credit and cash portfolios (Monthly/Quarterly Reporting, stress testing, portfolio concent...

a month ago seen See more...

Associate Portfolio Manager - Index Etfs - BMO Global Asset Management

View Other Bmo Offers

Toronto, ON

Responsible for the day to day management of a defined set of Index ETFs - both Fixed Income and Equity. Ensure each ETF tracks their respective index within allocated tolerance. Monitor corporate actions and decide on best course...

a month ago seen See more...

Portfolio Management Analyst

View Other Gwl Realty Advisors Offers

Toronto, ON

Coordinate the production and presentation of regular portfolio reporting critical to client requirements, including at annual meetings, quarterly updates, and real estate market commentary . Work closely with the internal researc...

a month ago seen See more...

Analyst or Associate Project Finance Portfolio Management

National Bank

Calgary, AB

To be discussed

Perform in-depth due diligence, internal risk rating assessments and Annual Reviews. Process amendments and waiver requests, including legal documentation review, submit internal credit applications and address any related risk fo...

a month ago seen See more...

PIC Portfolio Manager, CRIA - 12-month Contract

View Other Scotiabank Offers

Toronto, ON

Utilizing the KYC process and Investment Profile Questionnaire (IPQ) to develop an in-depth understanding of client's needs and determining the appropriate asset allocation model based on needs, risk tolerance and objectives. Reco...

a month ago seen See more...

Portfolio Manager

Tricert Investment Counsel Inc.

Ontario

$77.9K–$98.6K a year

Company events. Dental care. Disability insurance. Employee assistance program. Extended health care. Paid time off. Profit sharing. Vision care. Work from home. French not required. 8 hour shift. Day shift. Monday to Friday. Over...

a month ago seen See more...

Mill Capital Portfolio Manager

Nutrien

Rocanville, SK

$108K–$137K a year

Safety leader in all stages of an operational/project lifecyle with a track record in risk identification and effective mitigation Support the creation of the site 5 and 20 year plans aligning to safety and production targets deli...

a month ago seen See more...

PIC Portfolio Manager - Halifax, NS

View Other Scotiabank Offers

Halifax, NS

Delivering exceptional client experience and the wealth advisory value proposition. Developing a professional, mutually beneficial and profitable relationship between the client and Private Investment Counsel. Conducting ongoing w...

a month ago seen See more...

Investment Portfolio Manager

Upper Canada Capital & Manulife Wealth

Etobicoke, ON

$65,000–$170,000 a year

Experience using financial planning software like Naviplan or Conquest. Bonus pay. Overtime pay. Bachelor's Degree (preferred)....

2 months ago seen See more...

Associate Portfolio Manager - Québec, QC

Scotiabank

Quebec

Competitive

Nous aimerions vous embaucher si vous rpondez aux exigences suivantes :-Excellentes comptences en communication orale et crite.-Capacit rester calme sous pression.-Solides comptences organisationnelles, pragmatisme et motiv...

2 months ago seen See more...

Portfolio Manager - Commercial Banking

View Other Bmo Offers

Vancouver, BC

Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate...

2 months ago seen See more...

Portfolio Manager

View Other Cn Offers

Montreal, QC

Essential to the economy, to the customers, and to the communities it serves, CN safely transports more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year. As...

2 months ago seen See more...

Portfolio Manager

View Other Bmo Offers

Montreal, QC

Provides support for sales activities such as presentations, bids/proposals, and requests for information. Develops an effective external network to support the identification of new and increased investment/lending business oppor...

2 months ago seen See more...

Wind Portfolio Manager

View Other Nova Scotia Power Offers

Halifax, NS

Long range planning and implementation of Wind safety improvements to ensure regulatory compliance and risk management.. Perform field investigations to resolve safety, operational and technical problems.. Analyze turbine performa...

2 months ago seen See more...

Portfolio Manager

View Other Bmo Offers

Toronto, ON

Provides support for sales activities such as presentations, bids/proposals, and requests for information. Develops an effective external network to support the identification of new and increased investment/lending business oppor...

2 months ago seen See more...

Portfolio Manager

Tricert Investment Counsel Inc.

Remote

$108,000–$228,000 a year

Company events. Dental care. Disability insurance. Employee assistance program. Extended health care. Paid time off. Profit sharing. Vision care. Work from home. French not required. 8 hour shift. Day shift. Monday to Friday. Over...

2 months ago seen See more...

Manager, Technology Portfolio Planning and Reporting

Worksafebc

Richmond, BC

Manage the operations of the Portfolio Planning and Reporting team to ensure effective delivery of services to EDO. Assist with detailed Agile Release Train budgeting, forecasts and track financial performance of the ARTs, program...

a month ago seen See more...

Cybersecurity Portfolio Planning and Operations Management Lead - Enterprise Security + Fraud

Vanguard

Malvern, PA

Lead and improve the annual business planning process for the ES&F portfolio of work especially the strategic investments portfolio.. Drive the business cases in partnership with the ES&F department heads and their leadership team...

a month ago seen See more...

Associate, Corporate Cash Management, US (Client Experience Group)

Rbc Royal Bank

Toronto, ON

Deliver class leading Client Experience to the RBC US customer base. This involves a hands on, bespoke service from client inception, through the KYC, any necessary pre-trade approvals, account opening process, ongoing relationshi...

a month ago seen See more...

Client Relationship Manager, Commercial banking - Halifax, NS

View Other Scotiabank Offers

Halifax, NS

Champions a customer focused culture to deepen Client Relationships and leverage broader Bank relationships, systems and knowledge. . Promotes the development and profitable growth of the Canadian Business Banking portfolio in the...

a month ago seen See more...

Manager, Portfolio Hedge Qualification

View Other Scotiabank Offers

Toronto, ON

Collaborate daily with Group Treasury and other business lines with their hedging requests. Review eligibility, identify the associated strategy or set up new strategies and complete required documentation. Ongoing monitoring of h...

a month ago seen See more...

Analyst, WM - Institutional Client Credit Management

View Other Rbc - Royal Bank Offers

Toronto, ON

Timely preparation of transaction requests in support of RBC IS credit intensive trading activities with global asset managers on behalf of the funds they manage. Alongside this, prepare transaction requests in support of IS non-t...

a month ago seen See more...

Assurance Manager - Private Client Services (Agriculture)

Rsm Global

Red Deer, AB

USD 76,500.00 - 130,000.00 per year

Provide timely, high quality client service that meets or exceeds client expectations including coordinating of review engagements and compilations of financial statements, related disclosures, and other client deliverables (inclu...

a month ago seen See more...

Senior Manager, High Risk Client Management Capital Markets

View Other Rbc - Royal Bank Offers

Toronto, ON

Oversee the prioritization and management of HRC EDD risk assessment workflow for units supported by the HRC Team and ensure that the requirements of the RBC Enterprise AML Client Risk Management Policy (COMP17) and Control Standa...

a month ago seen See more...

Client Relationship Manager

Salesbox

Toronto, ON

$1,000–$1,500 a week

Run Campaigns for multiple clients. Campaigns are focused on lead generation and sales appointment setting. Interact with clients through Slack, online, email update. Reporting each month. CRM pipeline management. Set up campaigns...

a month ago seen See more...

Manager, Indigenous Client Services

Kpmg

Prince George, BC

Work in partnership with First Nations clients and Indigenous-led organizations to support in leading client engagements. Working closely with other members of our team as a senior team member on tax planning work for clients. Ut...

a month ago seen See more...

Analyst, WM - Institutional Client Credit Management

Rbc Royal Bank

Toronto, ON

Timely preparation of transaction requests in support of RBC IS credit intensive trading activities with global asset managers on behalf of the funds they manage. Alongside this, prepare transaction requests in support of IS non-t...

a month ago seen See more...

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