“UMA” jobs in Canada

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• 24d

  UMA Associate

  Toronto, ON

  Full Time

  CI

  CI Investments Inc.

  Candidates need a bachelor degree or relevant finance experience, strong attention to detail, problem-solving and communication skills, and working knowledge of Microsoft Office. Investment industry courses such as the CSC or CPH are an asset.

  Microsoft Office, portfolio management systems, investment book of record systems

  5d

  IFM Associate

  Toronto, ON

  Full Time

  CI

  CI Investments Inc.

  1+ YOECandidates need one to two years of experience in the investment industry or a related field, along with Excel proficiency and strong organization and communication skills. The Canadian Securities Course is an asset.

  Excel

• 4d

  Managed Accounts Analyst

  Toronto, ON

  

  Richardson Wealth Ltd

  1+ YOERichardson Wealth Ltd needs candidates with 1 to 3 years of experience in an SMA or UMA program, strong attention to detail, and Microsoft Office skills. Experience with Envestnet is an asset, and an investment representative licence and a math, business or computer science degree are preferred.

  Envestnet, Microsoft Office, Portfolio management tools

• 8d

  Analyste en gestion de portefeuille

  Montréal, QC

  HybridFull Time

  

  NATIONAL BANK OF CANADA

  3+ YOEBaccalauréat en finances ou discipline connexe avec trois ans d'expérience; Cours sur le commerce des valeurs mobilières et manuel des normes de conduite; Bonne connaissance des marchés financiers et du service-conseil a

  Croesus, UMA

• 22d

  Service Repair Technician

  Vaughan, ON

  $20/hrTemporary

  

  Manpower

  Candidates need attention to detail, careful visual inspection and mechanical or electrical assembly skills, with a commitment to quality. No prior experience is required, and SAP or similar system familiarity is a plus.

  SAP

• 27d

  Portfolio Manager, Managed Assets Program (MAP)

  Toronto, ON +1

  $115k–$135k/yrFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOE3+ MgmtAviso Wealth needs a candidate with 5-7 years in the investments industry, including at least 3 years of discretionary portfolio management, plus a CFA charter and a CIRO Portfolio Manager (Discretionary) licence. Strong communication, advanced Excel and PowerPoint skills, and fluent English are required.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Excel, PowerPoint

  28d

  Portfolio Manager, Managed Assets Program (MAP)

  Toronto, ON

  $115k–$135k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI

  28d

  Portfolio Manager, Managed Assets Program (MAP)

  Vancouver, BC

  $115k–$135k/yrHybridFull Time

  

  Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…

  5+ YOECandidates need a CFA charter, a CIRO discretionary portfolio manager licence, a business-related degree, and at least 3 years of discretionary portfolio management experience within 5-7 years in investments. Strong Excel, PowerPoint, Bloomberg or Refinitiv skills and fluent English are required, with French and Python as assets.

  Wealth360, Dataphile, Bloomberg, Refinitiv Eikon, Python, Power BI

• 29d

  Banco de Talentos de Profesionales con Portugués

  Canada

  

  BoehringerPRD

  Fluência em português; Experiência em Recursos Humanos, Finanças ou Compliance; Perfil alinhado às áreas do Centro de Serviços Regional

  Regulatory compliance

6 companies