- Established client relationships and portfolio
- Proficiency in Analytical Skills, Finance, and Portfolio Management
- Background in Investments and Trading
- Solid grasp of financial markets and investment strategies
- Outstanding communication and interpersonal abilities
- Capability to cultivate and sustain client relationships
- Keen attention to detail and excellent organizational skills
- Relevant professional certifications such as CFA are advantageous
- Holder of a Bachelor's or Master's degree in Finance, Economics, or related field
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Portfolio Manager
3 days ago
Banque de Montréal Montréal, Canada105 rue St-Jacques O Montreal Québec,H2Y 1L6 · Atteindre les cibles de vente et les autres cibles établies dans les plans d'affaires. Évaluer et améliorer de façon continue les processus de travail liés à la gestion des ventes et au service à la clientèle, à la gestion des risque ...
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Portfolio Manager
5 days ago
Valnet Montréal, Canada**Who we are**: · Valnet Inc. is a digital media company that specializes in content distribution. Valnet has rapidly grown to become a leader and global trendsetter in content creation and distribution. Our core business lies in acquiring some of the trendiest entertainment news ...
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Portfolio Manager
3 days ago
Canadian National Railway Montréal, CanadaAt CN, we work together to move our company—and North America—forward. Be part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automa ...
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Portfolio Manager
1 day ago
iA Groupe financier / iA Financial Group Montréal, CanadaiA Financial Group is looking for a Portfolio Manager to join our aPMO to support our corporate sector. Do you have the ability to influence while developing lasting and effective partnerships? Do you have the adaptability, rigor and natural leadership skills that you want to bri ...
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Portfolio Manager
3 days ago
BMO Financial Group Montréal, Canada105 rue St-Jacques O Montreal Quebec,H2Y 1L6 · Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness ...
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Manager, Portfolio Management
1 week ago
Laurentian Bank Montréal, CanadaSeeing beyond numbers · **TM** · At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a bro ...
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Portfolio Management Analyst
1 week ago
National Bank of Canada Montréal, CanadaA career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice. · **Your role**: ...
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National Portfolio Manager
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Southern Glazer's Wine and Spirits Montréal, Canada**What You Need To Know** · Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer's Wine & Spirits is North America's preeminent wine and spirits distributor, as well as a family-owned, privately held company wit ...
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CIBC Montréal, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Desjardins Montréal, CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
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Director, Client Portfolio Management
6 days ago
RPIA Montreal, CanadaWe are currently seeking a full-time permanent Director, Client Portfolio Management - Wholesaler, to join our Client Portfolio Management team. · As Director, Client Portfolio Management - Wholesaler, you have a solid knowledge of the financial services industry and RPIA's inve ...
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Director, Client Portfolio Management
1 week ago
RPIA Montreal, CanadaWe are currently seeking a full-time permanent Director, Client Portfolio Management - Wholesaler, to join our Client Portfolio Management team. · As Director, Client Portfolio Management - Wholesaler, you have a solid knowledge of the financial services industry and RPIA's inve ...
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Business Development Bank of Canada Montréal, CanadaNo other bank is doing what we do. · At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We're devoted to Canadian entrepreneurs. We ...
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Portfolio Manager, Client Solutions Team
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Connor, Clark & Lunn Financial Group Montréal, Canada**Portfolio Manager, Client Solutions Team** · **Connor, Clark & Lunn Investment Management Ltd.** · **Montreal, QC** · We are a global institutional money manager based in Vancouver, BC and are the largest asset manager within the Connor, Clark & Lunn Financial Group. Having pro ...
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Cibc - Associate Portfolio Manager- Asset
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CIBC Montréal, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Portfolio Manager
1 week ago
Bombardier Dorval, Canada**Portfolio Manager - Operations** · **-** · **MON20870** · **Description** · **BOMBARDIER** · Bombardier is a global leader, creating innovative and game-changing planes. Our products and services provide world-class transportation experiences that set new standards in passenger ...
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CIBC Montréal, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Fiera Capital Montréal, CanadaAt 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 to cultivating an inclusive, s ...
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CIBC Montréal, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
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Fiera Capital Montréal, CanadaAt 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 to cultivating an inclusive, s ...
Portfolio manager - Montreal, Canada - Bloomridge
Description
Company Description
Bloomridge is a financial services firm located in Montreal, specializing in investment management for various clients. Services offered include investment management, wealth management, and consolidated asset reporting.
Role Description
We are in search of a seasoned portfolio manager / relationship manager with an established client base to join our team. We are looking for individuals who are independent thinkers, possess an entrepreneurial spirit, and are driven to achieve growth and success.
We highly value diversity, equity, and inclusion, as we believe a wide range of perspectives from individuals with diverse backgrounds fosters an environment conducive to growth and success.
Qualifications