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.
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
Director, Wealth Management Global Asset Management - Financial Control
- Toronto, ON
- 7 days ago
- Toronto, ON
- 7 days ago
Job Description What is the opportunity? For forward-thinking and results-focused leaders, this is an opportunity to join the Financial Control team of Canadas largest company, frequently ranked...
Job Description What is the opportunity? As Director, Internal Audit Wealth Management, you will support the Senior Director, Internal Audit Wealth Management, Insurance and Investor Services in...
The work mode arrangement for the position is full-time on site. As a wealth management advisor at Desjardins Ontario Credit Union, youre responsible for developing and maintaining lasting and...
banking, wealth management and private banking, corporate and investment banking, and capital markets....
banking, wealth management and private banking, corporate and investment banking, and capital markets....
banking services....
Job Type: Permanent Work Model: Hybrid Reference code: 129669 Primary Location: Toronto, ON All Available Locations: Toronto, ON Our Purpose At Deloitte, our Purpose is to make an impact that...
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...
Associate, Investment Banking, Mergers & Acquisition, BMO Capital Markets
- Toronto, ON
- 60+ days ago
- Toronto, ON
- 60+ 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
- Estate Planning
- Presentation
- Retirement Planning
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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