Manager of Savings and Investments Jobs in Ontario
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
About The Role As an Investment Consultant, you will play a key role in managing and nurturing client relationships, while also supporting fellow consultants across a range of engagements. Youll...
About The Role Are you a driven investment professional ready to take your consulting career to the next level? At HUB, were looking for a Senior Investment Consultant who thrives on building...
Job Summary Job Description What is the Opportunity? As the Director of Canadian Tax Operations, you will drive RBCs Canadian Tax Operations strategy for Wealth Management clients. You will be...
Our Canadian operation, Canaccord Genuity Corp., is currently seeking an Analyst or Associate to join our Mining Investment Banking group in Toronto....
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We're on the lookout for a talented individual to join our Canadian Real Estate Investment Banking team as an Investment Banking Associate based in Toronto....
Associate, Investment Banking, Mergers & Acquisition, BMO Capital Markets
- Toronto, ON
- 13 days ago
- Toronto, ON
- 13 days ago
Experience: Work experience in investment banking or a related financial services role....
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Ontario
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Ontario offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Consulting
- Asset Management
- Presentation
- Flexibility
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Budgets
- Asset Allocation
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Requirements Gathering
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Strategy Development
- Finance
- Analytical Skills
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Interpersonal Skills
- Mentoring
- Collaboration
- Coaching
- Documentation
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Project Management
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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