🎁 Questrade | Associate Portfolio Manager

  • Link: Associate Portfolio Manager from Questrade

  • Dates: All year 2024
  • Job location: Toronto, Canada.
  • Job description: Support Portfolio Manager with client interactions and follow-up processes. Build relationships with clients and ensure the top-notch client experience. Support onboarding clients to Questwealth Portfolios. Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability. Assist in preparing daily trades. Assist in conducting suitability assessment. Gain expert knowledge of Questwealth Portfolios. Assist in conducting performance calculations. Gain a thorough understanding of the capital markets and trading. Keep current on QWM’s policies and procedures. Participate in ad hoc growth and business development projects and initiatives.