🎁 Questrade | Portfolio Manager


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  • Link: Portfolio Manager from Questrade

  • Dates: All year 2020.
  • Job location: Toronto, Canada.
  • Job description: Engage in suitability assessment for new and existing clients and deliver discretionary investment management services. Work with technology, trade desk, compliance, sales and operations departments to ensure regulatory compliance, to minimize risk, and to maximize overall operational efficiency. Be responsible for managing assets, daily trading and advising Questwealth Portfolios clients. Assist the Senior Portfolio Manager to conduct Know Your Product (KYP) and Know Your Client (KYC). Oversee daily operational activities, stay up to date with capital markets. Supervise the Associate Portfolio Manager.