The Director, Retail Wealth Platform Lead for Sun Life Canada Securities Inc (SLCSI) is responsible for delivering on the Securities Dealer Wealth Platform strategy, digital experiences, tools and capabilities. This role will partner j[...]
Set-up/maintain the books and records of Private Equity funds, including GP vehicles where applicable, in accounting database in line with terms and conditions of governing documentsPrepare and/or review periodic Net Asset Valuations a[...]
Job Description:Reporting to the Director of Agile Portfolio Management, the Portfolio Manager leads the strategic management of initiatives and projects across the entire Canadian Operations portfolio.The Portfolio Manager understands[...]
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Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champions a high-performance environment and implements a people strategy that attracts, retains, develops and motivates [...]
1. Management of centralized investment portfolios for high net worth clients by: Consulting with in-field Portfolio Managers with regards to cash management needs of clients Providing input related to the development of portfolio stru[...]
Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development [...]
- Identify opportunities to improve the effectiveness of testing- Act as a liaison and compliance support to various internal business partners across the Wealth Management businesses. - Prepare reports and related test results dashboa[...]
Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business[...]
The Canadian Equity Portfolio Manager will help RBC DS investment advisors effectively manage their clients' portfolios.You will work within a team of PAG equity advisors to provide comprehensive guidance across asset allocation, equit[...]
Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Long Term PlanningAdditional Job DetailsAddr[...]