-
IT Portfolio Manager
3 days ago
Workplace Safety and Insurance Board Toronto, CanadaProvide support in all aspects of the ITC portfolio. Maintain and monitor project governance standards and risk assessments to ensure that ITC projects are initiated, budgeted, executed and managed in a manner that will provide oversight to ITC executives. · **Major Responsibilit ...
-
Portfolio Manager
1 day ago
Kinectrics Toronto, CanadaKinectrics takes pride in being consistently ranked as one of the best places to work in the energy and utility industry, where purpose and people mean as much as innovation and growth. That's why we choose only the best and brightest to join us. To keep pace with Canada's expand ...
-
Portfolio Manager
1 week ago
Purpose Unlimited Toronto, CanadaPurpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. The company is developing a diversified product platform aimed at addressing historically underserved segments o ...
-
Portfolio Manager
3 days ago
McCain Foods (Canada) Toronto, Canada**Position Title**:Portfolio Manager · **Position Type**: Regular - Full-Time · **Position Location**: Toronto HQ · **Grade**: Grade 06 · **Requisition ID**: 19493 · **JOB PURPOSE**: · This Portfolio Manager position will oversee the delivery of one or more projects in a wide var ...
-
Portfolio Manager
2 days ago
Matrix LabourLeasing Ltd. Toronto, CanadaMatrix is currently looking to hire a · **Manager - Global Strategic Portfolio Management **for an exciting client of ours located in Toronto Ontario. This is a One (1) year contract role and a hybrid of working at home, This is Monday to Friday with 3 days working in the office. ...
-
Portfolio Manager
1 week ago
Royal Bank of Canada Toronto, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Portfolio Manager
5 days ago
Healthcare of Ontario Pension Plan Toronto, CanadaWork Term: Permanent · - Work Language: English · - Hours: 37.5 hours per week · - Education: Master's degree · - Experience: 5 years or more · **Work setting**: · - Trust company · - Investment company · **Tasks**: · - Collect financial and investment information about companies ...
-
Portfolio Manager
6 days ago
BMO Financial Group Toronto, Canada100 King Street West Toronto Ontario,M5X 1A1 · **The Portfolio Manager will support the Greater Ontario Market **and achieve sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk managem ...
-
Portfolio Manager
1 day ago
SNC-Lavalin Toronto, Canada**Portfolio Manager - Renewables** · Are you looking for a company that works on major engineering projects all over the world? Do you want to make a difference by improving the daily lives of communities worldwide? Are you seeking to join an inclusive and diverse team that you c ...
-
Portfolio Manager
3 days ago
BMO Financial Group Toronto, Canada100 King Street West Toronto Ontario,M5X 1A1 · 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 ...
-
Portfolio Manager
1 week ago
BMO Financial Group Toronto, Canada100 King Street West Toronto Ontario,M5X 1A1 · Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities ...
-
Manager, Portfolio Management
2 days ago
Scotiabank Toronto, CanadaRequisition ID: 187685 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As the Manager, Portfolio Management, you will contribute to the overall success of the Retail Deposits portfolio in Canada, ensuring business strateg ...
-
Portfolio Manager, Custom Impact Portfolios
2 days ago
Rally Assets Toronto, CanadaInvesting is a powerful tool for change. You know it because you have been building and managing impact portfolios for institutional and high-net-worth clients - and now, you want to build portfolios of transformational investments that contribute to systems change and create soc ...
-
CPP Investments Toronto, CanadaCompany Description · **Make an impact at a global and dynamic investment organization** · When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in e ...
-
Assistant Portfolio Manager
1 week ago
WTW Toronto, CanadaThe Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for clients who have outsourced this to WTW. As a member of the Portfolio Management Group, you will be actively involved in portfolio construction, real time portfolio management ...
-
Portfolio Manager-contract
1 week ago
Breakthru Beverage Group Toronto, CanadaOverview: · **Purpose**: · This Portfolio Manager-Contract role will be at the heart of collaborating with suppliers and key internal and external stakeholders to create and execute plans and promotions that lead to market share growth. · **Department: Apex Portfolio** · **Report ...
-
Manager, Portfolio Reporting
6 days ago
QuadReal Property Group Toronto, Canada**About QuadReal Property Group** · QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management total $67.1 billion. From its foundation in Canada as a full-service real es ...
-
Agile Portfolio Manager
2 days ago
Sun Life Toronto, CanadaYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspir ...
-
Analyst, Portfolio Management
1 week ago
BentallGreenOak Toronto, Canada**Analyst, Portfolio Management** · **Toronto, Ontario** · **The Opportunity**: · We are hiring an **Analyst, Portfolio Management** who will be responsible for working with the Portfolio Management team to execute asset strategies, make leasing recommendations and prepare portfo ...
-
Manager, Portfolio Analysis
4 days ago
Scotiabank Toronto, CanadaRequisition ID: 183623 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Hiring Details**: · - ** 15 month contract (mat leave)**: · - Primary Manager: Director, PMO · **Job Purpose**: · Supports the Caribbean, Central Am ...
Portfolio Manager - Toronto, ON, Canada - Bank of Montreal
Description
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 and efficiency.
Optimizes opportunities through deal teams and sales calls, maximizing business success.Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Develops an effective external network to support the identification of new and increased investment/lending business opportunities.Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management product implementation and financial transaction set-up.
Ensures consistent personnel training throughout the team.
Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Typically between - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.Commercial Sales & Service 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 and efficiency.
Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Develops an effective external network to support the identification of new and increased investment/lending business opportunities.Establishes and enhances the Bank's brand by participating in meaningful and focused business and community.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management product implementation and financial transaction set-up.
Ensures consistent personnel training throughout the team.
Acts as the daily sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements.
Provides assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning.
Tracks implementation requests to keep the process on track with timelines, ensures accurate billing to clients.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Typically between - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.Data driven decision making - In-depth.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to helpIt calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.
We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process.A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
#