109 portfolio manager job offers in Waterloo, ON

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  • (F282) | Licenced Assistant

    Raymond James Waterloo, ON

    ...solutions to their wealth management needs. Drawing on at least two years of previous experience as a Licenced Administrative Assistant/Wealth Manager...
    2 days ago in Kitjob

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  • Benefits Representative *Remote* - [Z421]

    Hire Standard Staffing Waterloo, ON  +1 Location

    ...renewals. Present to families different benefits programs, enroll new clients, open new accounts. Oversee and prioritize each customer in your portfolio...
    11 days ago in Kitjob

    Report
  • Benefits Representative *Full-Time Remote* | [NS-860]

    Hire Standard Staffing Waterloo, ON  +1 Location

    ...renewals. Present to families different benefits programs, enroll new clients, open new accounts. Oversee and prioritize each customer in your portfolio...
    6 days ago in Kitjob

    Report
  • [XC772] - Customer Representative (Insurance Benefits) - Ful

    Hire Standard Staffing Waterloo, ON  +5 locations

    ...renewals. Present to families different benefits programs, enroll new clients, open new accounts. Oversee and prioritize each customer in your portfolio...
    11 days ago in Kitjob

    Report
  • (NBL-424) - Conseiller(ère) associé(e) en gestion de patrimo

    Company 1 The Manufacturers Life Insurance Waterloo, ON

    ...client’s life and financial goals. Provide financial and investment advice, including in securities, and solutions using our array of investment and portfolio...
    9 days ago in Kitjob

    Report
  • Benefits Representative (Full-Time Remote) | [M376]

    Hire Standard Staffing Waterloo, ON  +1 Location

    ...renewals. Present to families different benefits programs, enroll new clients, open new accounts. Oversee and prioritize each customer in your portfolio...
    6 days ago in Kitjob

    Report
  • BCH562 Wealth Associate (On-Site)

    National Bank Waterloo, ON

    ...and currency conversion instructions for all investment accounts and ensure diligent follow-up Analyze, open, and update client files Produce portfolio...
    7 days ago in Kitjob

    Report
  • (ND189) Remote Customer Representative (Globe Life)

    Hire Standard Staffing Waterloo, ON  +2 locations

    ...renewals. Present to families different benefits programs, enroll new clients, open new accounts. Oversee and prioritize each customer in your portfolio...
    11 days ago in Kitjob

    Report
  • Wealth Associate (On-Site) - LF-235

    National Bank Waterloo, ON

    ...and currency conversion instructions for all investment accounts and ensure diligent follow-up. Analyze, open, and update client files. Produce portfolio...
    9 days ago in Kitjob

    Report
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109 portfolio manager job offers in Waterloo, ON

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