portfolio manager

Capstone Asset Management Inc; City of Langley; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial advisory firm in Langley, BC is seeking a Financial Analyst to collect and analyze investment information. Responsibilities include preparing analytical reports and providing investment recommendations to clients. Candidates must be a permanent resident of Canada or possess a valid work permit. This position offers a full-time role at the office with a salary of $43.60 per hour, with a 30 to 40 hours work week.

Benefits

Paid time off (volunteering or personal days)

Qualifications

• Permanent resident of Canada or temporary resident with valid work permit.

Responsibilities

• Collect financial and investment information about companies.
• Examine and analyze stock and bond prices.
• Prepare analytical reports and correspondence.
• Provide investment advice and recommendations.
• Prepare regular risk profiles for debt portfolios.

Skills

Data analysis software

MS Excel

Client focus

Ability to multitask

Accountability

Job description

Job details

• Location Langley , BC V2Y 0E2
• Salary 43.60 hourly / 30 to 40 hours per week
• Terms of employment Permanent employment Full time

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Collect financial and investment information about companies, stocks, bonds and other investments
• Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Prepare a regular risk profile for debt portfolios

Computer and technology knowledge

• Data analysis software
• MS Excel

Security and safety

• Criminal record check

Personal suitability

• Client focus
• Ability to multitask
• Accountability
• Registered Retirement Savings Plan (RRSP)

Other benefits

• Paid time off (volunteering or personal days)

Who can apply for this job?

You can apply if you are:

• a permanent resident of Canada
• a temporary resident of Canada with a valid work permit

Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.

Advertised until

2025-12-26

Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.