Portfolio Manager Wealth Management
Purpose Unlimited
French-speaking Portfolio Manager sought for hybrid work, combining personalised portfolio construction with client-focused investment advisory and growth.Advisor Solutions by Purpose supports independent portfolio management and financial advisory businesses across Canada. This client-facing Portfolio Manager works with Harness Investment Management Inc. to provide discretionary investment management services. The position connects portfolio decisions, partner-firm relationships, service, and business growth.Key Responsibilities:
Serve as advisors’ first call for portfolio and client needsConduct scheduled portfolio reviews and quarterly partner business reviewsBuild personalised portfolios reflecting individual client needsCoordinate trading, product, service, and sales for opportunitiesMeet and exceed growth, retention, and KPI targetsRequirements:
Hold a CFA or CIM designationBring three to five years of client-facing experienceExperience in portfolio management, investment advisory, or wealth managementCommunicate fluently in written and verbal FrenchHold a bachelor’s degree in finance, economics, business, or related fieldApply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.
#J-18808-Ljbffr
Serve as advisors’ first call for portfolio and client needsConduct scheduled portfolio reviews and quarterly partner business reviewsBuild personalised portfolios reflecting individual client needsCoordinate trading, product, service, and sales for opportunitiesMeet and exceed growth, retention, and KPI targetsRequirements:
Hold a CFA or CIM designationBring three to five years of client-facing experienceExperience in portfolio management, investment advisory, or wealth managementCommunicate fluently in written and verbal FrenchHold a bachelor’s degree in finance, economics, business, or related fieldApply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Manager Wealth Management in Winnipeg, MB vacancy
- ...FCC is seeking a Manager, Credit Portfolio Management to lead a team responsible for identifying, measuring, monitoring and reporting on the health, performance and risks of FCC’s lending portfolio. You’ll provide insights, data and analytics to senior leaders and committees...Suggested
$150k - $200k per year
...the Role Staffmax is seeking an experienced Managing Director to oversee the operations and performance of a portfolio of privately held companies across Canada. This... ...business performance, make difficult decisions, manage people at all levels of an organization, and...SuggestedPermanent employment1 day per week$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range... ...assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice... ...support as appropriate. Partner with Portfolio Managers and Analysts on portfolio...SuggestedLong term contractWork at office$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you... ...privately held discretionary investment managers, and help clients achieve their unique... ...the delivery of investment planning and portfolio management to employees participating in CC&L...SuggestedInternshipFlexible hours$70k - $95k per year
...000 + Bonus & Benefits | Full-Time Other Titles: Marketing Manager, Senior Marketing Manager, Proposal Manager, Marketing &... ...innovative, sustainable built-environment solutions. With a diverse portfolio of projects spanning Alberta and other Canadian markets, the firm...SuggestedFull timeWork at office- ...Evaluate daily operations . Plan and organize daily operations. Manage staff and assign duties. Study market research and trends to determine... ...in this field? What might be required by the employer later in the hiring process: Copy of portfolio or relevant work examples...Hourly payPermanent employmentWork at officeImmediate startWeekend workDay shiftEarly shift
- ...a career with global opportunities and local impact. Senior Manager, Roads - Major Projects - Ontario is a senior transportation... ...demonstrated success managing technical professionals, project portfolios, and transportation infrastructure programs. Key Responsibilities...Local area
$102k - $152k per year
...Permanent Full Time - The Clarity Operations Manager leads the team responsible for supporting and enhancing Canada Life's project and portfolio management tools, primarily Clarity PPM. Managing a business analyst, support analyst, and two developers, the role ensures...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours$109k - $159k per year
...Your Opportunity Our Vancouver office is looking for a Senior Manager to join the Assurance team and own the following responsibilities: Manage a portfolio of audit projects for clients within the private companies group. Efficiently prepare year-end audit engagements...Work at officeLocal areaFlexible hours$124.9k - $167.8k per year
...dynamic natural landscapes - WSP is seeking a Wildlife Group Manager to lead our Prairies & North Wildlife team, part of the... ...people leadership and technical expertise, supporting a diverse portfolio of projects that range in type, size, and complexity. You will...Local areaFlexible hours$90k per year
...equipment. More than four thousand global employees work across our portfolio of brands, including Jacuzzi, Sundance Spas, Hydropool Swim Spas... .... Position Overview Jacuzzi Group is seeking a Sales Manager to drive sales growth within an assigned territory. This role manages...Full timeWork from homeFlexible hoursNight shift- ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is... ...potential. We form a dynamic team whose diverse backgrounds and wealth of perspectives are one of the keys to our success. We offer an...Permanent employmentFull timeWork at officeRemote work
- ...high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention... ...advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a...Work at office
- ...Photoshop. AutoCAD. MS Excel. MS PowerPoint. MS Word. Project management software. Area of specialization: Interior design (general). Architectural... ...by the employer later in the hiring process: Copy of portfolio or relevant work examplesHighest level of education and name of...Hourly payPermanent employmentImmediate start
- ...Lead project controls planning, cost management, scheduling, and earned value management at AtkinsRéalis across assigned projects or portfolios. Deliver accurate performance insight for effective decisions. As Project Controls Manager, you will establish standards, govern...
$97.01k - $131.02k per year
...how we can meet your needs. Job Purpose The Senior IT Project Manager provides project management services to Information Technology... ...change management activities. Collaborate with the IT Project Portfolio Manager to ensure efficient and effective integration between...Long term contractFull timeApprenticeshipWork at officeImmediate startRemote workFlexible hoursShift work- ...Halifax, working in a hybrid environment alongside our collaborative and globally distributed team. What You'll Do Own and manage a portfolio of high-value and complex customers and act as their strategic business partner. Deliver a world-class customer experience to...
- ...to the Director, Safe Mobility, the General Supervisor, Program Management leads two critical section-wide functions: Program Management... ...a coordinated and disciplined approach to moving a significant portfolio of capital and operational initiatives from priority to implementationLead...Permanent employmentSeasonal work
- ...WPP is seeking a Manager, Activation – Media Futures Group to lead programmatic and paid social campaigns for Google portfolio brands. You will drive activation strategy, manage vendor relationships, and ensure data-driven performance across multiple campaigns in a fast-paced...
- ...Lead avionics project portfolios as an Engineering Program Management Analyst in Dorval, with flexible and hybrid work policies when applicable. Use analytical... ...goals, objectives, and business impact Manage portfolio strategies, schedules, and budgets Track metrics, progress...Flexible hours
$88.8k - $121k per year
...Company is searching for a highly motivated Modernization Project Manager to oversee coordination of activities on multiple modernization... ...customer units worldwide, the industry's largest Service portfolio. You may recognize our products in some of the world’s most famous...Full timeContract workFor contractorsInternshipLive InLocal areaWorldwide- ...Blacksmith Agency is an AI-first digital agency. As Paid Media Manager, Multifamily you own paid media for a book of multifamily clients... ...multifamily owners and property management groups running large portfolios): the targeting, the budget calls, the roadmap and the narrative...Long term contractFull timeRemote work
- ...expertise at Clio, working remotely across the United States or Canada excluding Quebec. As Senior Product Manager, you will guide Clio’s core case management portfolio. Your legal experience will inform product strategy, usability improvements, and attorney workflow...Remote work
- ...Department or an experienced and motivated individual. Project Manager, Parks Delivery (J0726-0292) Vaughan is one of Canada’s... ...lead exciting parks, trails and open space projects. Our diverse portfolio is focused on delivering a variety of community engagement, design...Full timeContract workTemporary workFlexible hours
$55k - $60k per year
...Job Description The Chef Manager is a passionate culinary leader who takes pride in delivering exceptional food and memorable dining experiences. The successful candidate has a genuine love for creating great food, maintains the highest standards of quality, and is committed...Immediate start- ...participating in all aspects of the selection process. Position Overview As a Territory Sales Manager , you will drive growth and maintain an established portfolio of accounts across several key verticals, including Multi-Family (Apartments), Healthcare (Senior Living...Full timeWork at officeLocal area
- ...sustainable. Every role at NFI Group helps move people forward. POSITION SUMMARY: We're seeking a strategic, data-driven Compensation Manager to lead competitive pay programs that align with our growth and values. In this role, you will design salary structures, benchmark...Permanent employmentFull timeWork at officeImmediate startRemote workMonday to friday
- ...Our Transmission group is currently looking to add a Fleet Manager to our growing team, based in Headingley, MB. Reporting to the Manager, Fleet Assets, this position leads the Preventative Maintenance Program and oversees shop and field maintenance for the fleet supporting...RemplacementFull timeFor contractors
- ...seeking an experienced Automotive Electrical Sourcing & Category Manager based in Winnipeg, MB to lead strategic sourcing, supplier... ...product-category structure, product nomenclature, and supplier portfolio to support accurate reporting, analysis, and decision-making....Long term contractFull timeTemporary work
- ...We are seeking a Social Media Manager to build and grow a personality-led social media presence from the ground up. This is a hands... ...TikTok accounts from an early or zero-follower stage. A strong portfolio of high-performing, viral, or culturally relevant social content...Long term contractInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager Wealth Management. Be the first to apply!
Related searches
- gestionnaire de portefeuille Winnipeg, MB
- disability management Winnipeg, MB
- healthcare management Winnipeg, MB
- gestion Winnipeg, MB
- golf management Winnipeg, MB
- gestion de paie Winnipeg, MB
- emergency management specialist Winnipeg, MB
- project manager (design & construction management) Winnipeg, MB
- director product management Winnipeg, MB
- gestion de production Winnipeg, MB