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- Link: Associate Portfolio Manager from Questrade
- Dates: All year 2021.
- Job location: Toronto, Canada.
- Job description: Manage assets and client relationships to maximize the results of Questrade Wealth Management’s (QWM) business. Engage in suitability assessment for new and existing clients and handle client’s inquiries. Ensure regulatory compliance, minimize risk, and maximize overall operational efficiency. Engage with new leads and qualified prospects to increase the total Assets Under Management (AUM) for the Questwealth Portfolios. Be responsible for assisting Portfolio Managers in managing assets, daily trading, and advising Questwealth Portfolios clients. Engage in daily operational activities, stay up to date with capital markets.
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