5 results for Portfolio Manager jobs

Portfolio Administrator

Edmonton, AB
remote
Temporary
0 - 0 CAD / Yearly
Our client is looking for a dedicated Portfolio Administrator to join their team in Edmonton, Alberta. This role supports portfolio management teams with day-to-day administrative, client service, and operational activities. The ideal candidate is highly organized, detail-oriented, and comfortable managing documentation, coordinating requests, and supporting smooth portfolio administration.Responsibilities:<ul><li>Manage client cash movements, account updates, and transfers accurately.</li><li>Prepare and organize new account opening documentation.</li><li>Coordinate with custodians and internal teams to resolve account and transaction issues.</li><li>Maintain accurate client records in line with internal and regulatory standards.</li><li>Provide administrative and operational support to Portfolio Managers and senior team members.</li><li>Assist with reports, client statements, and investment-related documents.</li><li>Coordinate scheduling and general administrative tasks.</li><li>Support additional operational needs as required.</li></ul>
2026-08-13T00:00:00Z

Finance Manager

Ottawa, ON
onsite
Permanent
90000 - 120000 CAD / Yearly
We are looking for an experienced Controller to lead financial operations and provide sound oversight of accounting activities for our construction client in Kingston, Ontario. This position plays a key role in supporting business decisions through accurate reporting, budgeting, and payroll administration. The successful candidate will bring strong systems knowledge, a hands-on approach to financial management, and the ability to strengthen reporting processes while maintaining compliance and accuracy. Responsibilities:• Oversee day-to-day accounting operations and ensure financial records are complete, accurate, and maintained in accordance with established standards.• Prepare monthly, quarterly, and annual financial reports that provide clear insight into organizational performance and support leadership decision-making.• Lead budgeting activities, monitor variances, and provide analysis to help guide financial planning and resource allocation.• Manage payroll processes and coordinate with relevant systems to ensure employees are paid accurately and on schedule.• Administer and optimize accounting software and related financial tools to improve efficiency, reporting quality, and internal controls.• Produce customized financial analyses and ad hoc reports to address operational needs and executive requests.• Support the maintenance and improvement of reporting frameworks using tools such as Crystal Reports and other business systems.• Collaborate with internal stakeholders to align financial information with operational priorities and strengthen overall data accuracy.
2026-08-11T00:00:00Z

Financial Planning & Analysis Manager

Mississauga, ON
onsite
Permanent
90000 - 110000 CAD / Yearly
Our client is seeking a Manager, Financial Planning & Analysis to support budgeting, forecasting, financial reporting, and business performance analysis. Reporting to the CFO, this role will partner closely with Finance leadership and cross-functional stakeholders to provide actionable insights and support strategic decision-making. Key Responsibilities<ul><li>Lead annual budgeting and periodic forecasting processes</li><li>Prepare and analyze monthly, quarterly, and annual financial results</li><li>Oversee management reporting and performance analysis</li><li>Lead the monthly reporting and consolidation process</li><li>Provide insights into key business drivers and financial performance</li><li>Support executive reporting and presentations</li><li>Partner with leaders across the organization to support decision-making</li><li>Manage and develop a small finance team</li><li>Participate in ad hoc financial analysis and special projects</li></ul>
2026-07-21T00:00:00Z

Account Manager

Toronto, ON
onsite
Permanent
65000 - 69000 CAD / Yearly
We are looking for an Account Manager to support physician members with insurance-related guidance in a consultative, service-oriented environment in Toronto, Ontario. This hybrid position blends client relationship management, coverage expertise, and day-to-day advisory support, making it well suited to someone who enjoys helping clients understand benefits options and resolve questions with care. The role emphasizes group benefits and health and dental coverage while delivering a high standard of service rather than focusing on high-pressure sales activity. Responsibilities:• Build trusted relationships with physician members by responding to coverage questions and providing clear guidance on available insurance and benefits options.• Partner closely with the advisory team to coordinate member support, prepare client information, and help move cases forward efficiently.• Explain eligibility, enrolment details, and plan features related to group benefits, health coverage, and dental programs in an accurate and accessible way.• Deliver attentive client service by addressing issues promptly, following up on outstanding items, and helping resolve policy or administrative concerns.• Maintain detailed client records and interactions within CRM and related office systems to support service continuity and reporting.• Assist with sales support activities by identifying member needs, sharing suitable product information, and contributing to a positive client experience.• Participate in onboarding and training programs to strengthen product knowledge, service capability, and understanding of internal processes.• Support administrative and office functions tied to account management, documentation, and coordination with internal stakeholders.
2026-07-16T00:00:00Z

Project Accountant

Langley, BC
onsite
Permanent
80000 - 95000 CAD / Yearly
Our Fraser Valley client is looking to hire a Project Accountant for their growing team. Reporting to the Director of Finance the Project Accountant will be responsible for managing the accounting and financial reporting for a portfolio of residential development projects. Key duties include preparing progress draws, cash flow forecasts, variance analysis, quarterly budget updates, and investor reporting. This Project Accountant also supports project cost coding, job cost reconciliations, joint venture accounting, loan covenant compliance, letters of credit and deposit tracking, year-end close, and ad hoc reporting for Development, Construction, and Sales & Marketing teams. The position also focuses on monitoring project performance metrics, including IRR, and identifying opportunities to improve accounting processes and reporting efficiency.
2026-08-12T00:00:00Z