Found Description
Take on a leading role at MD Financial as a Bilingual Investment Portfolio Manager, delivering expert portfolio management for affluent clients throughout Canada. Your role focuses on fostering strong client relationships while managing compliance and performance.
In this vital position, you will provide discretionary investment management services, crafting personalized Investment Policy Statements and conducting regular client reviews. Your experience in financial markets and understanding of macroeconomic issues will enhance the investment strategies you propose. Collaborating with a team of Financial Consultants, your communication skills will ensure clients receive tailored advice and education on investment products.
Key Responsibilities:
• Provide discretionary portfolio management to high-net-worth clients
• Develop and discuss Investment Policy Statements
• Conduct client reviews focusing on performance and objectives
• Assess ...
In this vital position, you will provide discretionary investment management services, crafting personalized Investment Policy Statements and conducting regular client reviews. Your experience in financial markets and understanding of macroeconomic issues will enhance the investment strategies you propose. Collaborating with a team of Financial Consultants, your communication skills will ensure clients receive tailored advice and education on investment products.
Key Responsibilities:
• Provide discretionary portfolio management to high-net-worth clients
• Develop and discuss Investment Policy Statements
• Conduct client reviews focusing on performance and objectives
• Assess ...
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