38 IT Portfolio Management jobs in Canada
Portfolio Manager (Relationship Management)
Posted today
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Job Description
Salary:
PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.
We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.
With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.
To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.
KEY RESPONSIBILITIES
- Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
- Manage, maintain, and enhance SIWMs relationships with its clients.
- Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
- Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
- Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
- Responsible for Know Your Client and suitability issues.
- Conduct all activities within a best-in-class culture of compliance and service.
- Seek opportunities to cross-sell or upsell to existing clients.
- Grow the business by identifying new sales and business development opportunities.
- Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
- Provide excellent service to maintain a positive reputation for the business.
- Resolve any client complaints promptly and professionally.
- Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
- Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
- Accomplish department objectives.
- Planning and evaluating department activities.
- Manage daily operations of a small customer service team.
REQUIREMENTS (Qualifications, Experience & Skills)
- University Degree.
- Completion of the Canadian Securities Course required.
- Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
- Experience with suitability determinations for clients and know-your-product analysis.
- 5 years experience with at least 3 years in a client-facing role.
- The Certified Financial Planner designation or similar credentials would be an asset.
- Ability to build, foster and maintain positive professional relationships.
- Devotion to high-quality customer service.
- A team player with excellent communication skills, computer proficiency and high level of professionalism.
- Be able to meet targets and handle a high-pressure environment.
- Strong relationship management skills.
- Excellent influencing skills.
Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.
Pre-employment work references, credit and criminal background checks are required.
Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Portfolio Manager - Residential Property Management
Posted 2 days ago
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Job Description
Are you passionate about real estate and committed to delivering exceptional service?
Our employer is seeking a driven and experienced Portfolio Manager - Residential Property Management (Avenue Rd/Bloor, in-person) to oversee a diverse portfolio of rental properties in Toronto. This is an exciting opportunity to be part of a decades experienced growing property management firm that shapes the rental experience for landlords and tenants across the city.
- Must be based in Toronto and able to commute reliably to the office 5 days per week.
- This role requires occasional work during evenings, weekends, and holidays to accommodate tenant move-ins, move-outs, and urgent property needs.
Our client is a specialized property management firm (18 employees approx.) dedicated to optimizing real estate ownership as investors. They provide comprehensive property management services encompassing residential, commercial, and mixed-use assets, ensuring operational efficiency, enhanced tenant satisfaction, and maximized asset value. Their approach combines hands-on oversight with strategic planning, covering lease administration, maintenance coordination, financial reporting, and proactive tenant relations. Leveraging industry expertise and technology, they focus on sustainable operations, preventative maintenance programs, and responsive service delivery. This is an opportunity to join a forward-thinking team committed to excellence in managing properties and fostering strong, long-term relationships with both tenants and property owners.
Perks & Compensation:
- Compensation: 60-65k CAD
- Benefits: Yes, after 3 months
- Vacation: 10 days
- Travel allowance of $150/month provided.
- Weekend work is compensated with time off in lieu (time and a half = 1.5x hourly rate) in accordance with company policy.
Key Responsibilities:
Portfolio Oversight & Client Relations:
- Manage a portfolio of residential rental properties, ensuring operational excellence and client satisfaction.
- Oversee the day-to-day operations of residential units located in Toronto’s downtown core I would rather share this info later on for a greater confidentiality about the company.
- Act as the main point of contact for property owners and tenants, providing timely and professional service.
- Coordinate move-ins and move-outs, including inspections, documentation, and scheduling.
- Perform regular on-site property inspections and generate inspection reports.
Operational & Regulatory Compliance:
- Collaborate with maintenance and service teams to resolve maintenance requests and ensure timely repairs.
- Ensure compliance with the Residential Tenancies Act (RTA), Condominium Act, and Tarion guidelines.
- Maintain organized and up-to-date property records using our property management software (e.g., Buildium).
- Communicate with building management and condominium corporations as necessary.
Problem Solving & Process Management:
- Approach challenges creatively, balancing adherence to established procedures with innovative solutions when needed.
- Follow company processes with discipline, while recognizing when situations call for outside-the-box thinking.
- Support and lead various operational projects and initiatives as assigned.
Qualifications:
- Minimum 5 years of direct residential property management experience overseeing rental or condominium portfolios.
- Deep understanding of Ontario's Residential Tenancies Act (RTA) and Landlord & Tenant Board (LTB) procedures.
- Must be proficient in English, both verbal and written; additional language skills are an asset.
- Outstanding verbal and written communication skills, able to manage sensitive conversations professionally.
- Strong work ethics and proven ability to process information quickly.
- Strong organizational skills with the ability to manage multiple tasks and deadlines under pressure.
- Proactive, client-service-oriented, and a confident problem solver.
- Technologically savvy with proficiency in MS Office, Google Suite, and property management software (Buildium or similar).
- Practical knowledge of maintenance and building operations is a plus.
- Bachelor's degree preferred.
- Professional demeanor and appearance.
- Valid Ontario driver's license and reliable transportation preferred.
Portfolio Manager - Residential Property Management
Posted 2 days ago
Job Viewed
Job Description
Are you passionate about real estate and committed to delivering exceptional service?
Our employer is seeking a driven and experienced Portfolio Manager - Residential Property Management (Avenue Rd/Bloor, in-person) to oversee a diverse portfolio of rental properties in Toronto. This is an exciting opportunity to be part of a decades experienced growing property management firm that shapes the rental experience for landlords and tenants across the city.
- Must be based in Toronto and able to commute reliably to the office 5 days per week.
- This role requires occasional work during evenings, weekends, and holidays to accommodate tenant move-ins, move-outs, and urgent property needs.
Our client is a specialized property management firm (18 employees approx.) dedicated to optimizing real estate ownership as investors. They provide comprehensive property management services encompassing residential, commercial, and mixed-use assets, ensuring operational efficiency, enhanced tenant satisfaction, and maximized asset value. Their approach combines hands-on oversight with strategic planning, covering lease administration, maintenance coordination, financial reporting, and proactive tenant relations. Leveraging industry expertise and technology, they focus on sustainable operations, preventative maintenance programs, and responsive service delivery. This is an opportunity to join a forward-thinking team committed to excellence in managing properties and fostering strong, long-term relationships with both tenants and property owners.
Perks & Compensation:
- Compensation: 60-65k CAD
- Benefits: Yes, after 3 months
- Vacation: 10 days
- Travel allowance of $150/month provided.
- Weekend work is compensated with time off in lieu (time and a half = 1.5x hourly rate) in accordance with company policy.
Key Responsibilities:
Portfolio Oversight & Client Relations:
- Manage a portfolio of residential rental properties, ensuring operational excellence and client satisfaction.
- Oversee the day-to-day operations of residential units located in Toronto’s downtown core I would rather share this info later on for a greater confidentiality about the company.
- Act as the main point of contact for property owners and tenants, providing timely and professional service.
- Coordinate move-ins and move-outs, including inspections, documentation, and scheduling.
- Perform regular on-site property inspections and generate inspection reports.
Operational & Regulatory Compliance:
- Collaborate with maintenance and service teams to resolve maintenance requests and ensure timely repairs.
- Ensure compliance with the Residential Tenancies Act (RTA), Condominium Act, and Tarion guidelines.
- Maintain organized and up-to-date property records using our property management software (e.g., Buildium).
- Communicate with building management and condominium corporations as necessary.
Problem Solving & Process Management:
- Approach challenges creatively, balancing adherence to established procedures with innovative solutions when needed.
- Follow company processes with discipline, while recognizing when situations call for outside-the-box thinking.
- Support and lead various operational projects and initiatives as assigned.
Qualifications:
- Minimum 5 years of direct residential property management experience overseeing rental or condominium portfolios.
- Deep understanding of Ontario's Residential Tenancies Act (RTA) and Landlord & Tenant Board (LTB) procedures.
- Must be proficient in English, both verbal and written; additional language skills are an asset.
- Outstanding verbal and written communication skills, able to manage sensitive conversations professionally.
- Strong work ethics and proven ability to process information quickly.
- Strong organizational skills with the ability to manage multiple tasks and deadlines under pressure.
- Proactive, client-service-oriented, and a confident problem solver.
- Technologically savvy with proficiency in MS Office, Google Suite, and property management software (Buildium or similar).
- Practical knowledge of maintenance and building operations is a plus.
- Bachelor's degree preferred.
- Professional demeanor and appearance.
- Valid Ontario driver's license and reliable transportation preferred.
Project Management - Project Manager
Posted 7 days ago
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Job Description
We are looking for a highly organized and results-driven Project Manager to oversee and coordinate projects from initiation to completion. The Project Manager will be responsible for planning, executing, and delivering projects on time, within scope, and within budget while ensuring high-quality outcomes. This role requires excellent leadership, communication, and problem-solving skills.
Responsibilities:- Plan, organize, and manage project timelines, budgets, and resources.
- Define project scope, goals, and deliverables in collaboration with stakeholders.
- Lead project teams, assign tasks, and monitor progress.
- Identify and manage project risks, issues, and changes.
- Communicate project updates to stakeholders and senior management.
- Ensure projects meet quality standards and client expectations.
- Prepare and maintain detailed project documentation and reports.
- Bachelor’s degree in Project Management, Business, or a related field (or equivalent experience).
- Proven experience as a Project Manager or in a similar leadership role.
- Strong knowledge of project management tools and methodologies (Agile, Scrum, or Waterfall).
- Excellent organizational and time-management skills.
- Strong communication and leadership abilities.
- Ability to handle multiple projects simultaneously and adapt to changing priorities.
- Entry-level applicants with leadership or coordination experience are welcome to apply.
- Competitive salary and performance-based bonuses.
- Opportunities for career growth and professional development.
- Supportive and collaborative team environment.
- Training and resources to help you succeed in your role.
Company Details
Project Management Technician
Posted today
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Job Description
215 16th St SE, Calgary, Alberta T2E 7P5 Canada
Do you possess a variety of technical skills and are you interested in helping people? Consider becoming U-Haul Companyu2019s newest Project Management Technician. In this role you will help to maintain U-Haul facilities to aid your colleagues in providing the highest standard of service to customers. In exchange, this rewarding position comes with excellent benefits.
Project Management Technician Minimum Qualifications:
Experience performing and utilizing tools and equipment in any of the following areas: carpentry, metal framing, painting, masonry, electrical, HVAC, plumbing or landscaping
Respond promptly and efficiently to facility needs.
Collaborate on projects or work alone as needed.
Valid driveru2019s license and a good driving record to operate a motor vehicle; adhere to all local vehicular regulations while driving
Work Environment:
The work requires observing necessary safety precautions while working around moving parts, machines for building and site maintenance. The use of protective clothing or gear such as masks, goggles, gloves or shields may be required.
Physical Demands:
The work requires some physical exertion such as long periods both indoors and outdoors while remaining stationary, traversing spaces, repositioning to reach and use tools, and moving a minimum of 50 lbs assisted or unassisted.
U-Haul offers Project Management Technicians:
Paid holidays, vacation, and sick days, if eligible
Career stability
Gym Reimbursement Program, if eligible
Opportunities for advancement
Valuable on-the-job training
Complete Benefit Plan, if eligible
RRSP payroll deduction plan
Deferred profit-sharing plan, if eligible
You Matter Program (EAP)
Mindset App Program
Wellness Programs
Discounts on Apple products, Dell computers, hotels, and more
U-Haul Holding Company, and its family of companies including U-Haul International, Inc. (u201cU-Haulu201d), continually strives to create a culture of health and wellness. Consistent with applicable state law, U-Haul will not hire or re-hire individuals who use nicotine products.
The states in which U-Haul will decline to hire nicotine users are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Pennsylvania, Texas, Utah, Vermont, Virginia, and Washington. U-Haul has observed this hiring practice since February 1, 2020 as part of our commitment to a healthy work environment for our team.
U-Haul is an equal opportunity employer. All applicants for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.
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