Walker Family Financial

14 jobs near Columbus, OH

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Portfolio Manager

Kitchener, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

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Portfolio Manager

Toronto, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Toronto, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Toronto, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Kitchener, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Toronto, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Kitchener, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Portfolio Manager

Kitchener, ON · On-site

CA$80K - CA$100K/yr

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio ...

New

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Administrative Executive Assistant

Kitchener, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

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Administrative Executive Assistant

Owen Sound, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

Relocation assistance

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Administrative Executive Assistant

Owen Sound, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

Relocation assistance

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Administrative Executive Assistant

Owen Sound, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

Relocation assistance

Be Seen First

Administrative Executive Assistant

Kitchener, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

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Administrative Executive Assistant

Kitchener, ON · On-site

CA$65K - CA$100K/yr

The Administrative Executive Assistant will provide comprehensive support to a small team of 2-5 members, focusing on efficient office operations and managing confidential information independently.

New

Portfolio Manager

Walker Family Financial

Kitchener, ON • On-site

CA$80K - CA$100K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 3 days ago

New

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Job description

The Portfolio Manager will oversee investment portfolios, strategize to meet clients' financial goals, and collaborate within a small team of 1-3 members. This role demands expertise in portfolio management and strong client relationship management, ensuring optimal asset allocation and growth.

Responsibilities

  • Manage and monitor client investment portfolios to achieve desired financial outcomes
  • Develop and implement strategic investment plans tailored to client needs
  • Analyze market trends and make informed asset allocation decisions
  • Build and maintain strong client relationships through clear communication
  • Collaborate effectively with a small portfolio management team
  • Ensure compliance with regulatory standards and company policies

Preferred Qualifications

  • 10+ years of experience in portfolio management
  • Bachelor's degree in Finance, Economics, or a related field
  • Certifications such as CIM or CFP
  • Strong skills in portfolio management and client relationship management
  • Excellent decision-making and communication abilities