Portfolio Manager
- Employer
- Bilyk Financial Wealth Management
- Location
- Edmonton
- Salary
- Bonus on performance + HSA and eligible business expenses covered
- Closing date
- Aug 17, 2021
View more
- Job Function
- Portfolio Management: Multi-Asset, Relationship Management, Trading, Wealth Management
- Industry Sector
- Private Wealth Management Firm , Finance - General
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Help create model portfolios, monitor and rebalance client accounts along with keeping accounts compliance and kyp information up to date. Review goals with clients and provide solutions that provide clients with peace of mind.
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