About this role
Portfolio Manager, Investment Practice Management & Program Design at Wellington-Altus Financial Inc.. Location: Winnipeg or Toronto. Role: Design programs, Govern UMA, Oversee adoption Requirements: 10+ years’ financial services experience; CFA or CIM designation required; AR/DR registration preferred; strong portfolio management; MS Office proficiency; experience with UMA/SMA platforms. Category: Finance and Accounting Seniority: Senior Level Tools: MS Office (Word, Excel, PowerPoint, Teams, Outlook), Investment platforms, Trading platforms Certifications: cfa designation, cim designation, advising representative (ar), dealing representative (dr) Commitment: Full Time Workplace: Onsite Languages: English, Assamese