Bloomridge

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Montreal, QC

Bloomridge

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0

Be the first to review!

Montreal, QC

Portfolio manager / Financial planner

Montreal, Quebec (view on map)

Posted 17 days ago

Job Description

Company Description

Bloomridge is an investment management firm based in Montreal. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management and consolidated reporting.

Role Description

We are looking for an experienced Portfolio Manager / Financial Planner with an existing portfolio of clients to join our team. We are seeking independent thinkers with an entrepreneurial mindset and a strong desire to grow and succeed.

We value diversity, equity and inclusion, as we think the best ideas come from a broad range of different individuals with diverse identity, experience and background to create an environment of growth and sucess.

Qualifications

• Existing relationships and a portfolio of clients
• Analytical Skills, Finance, and Portfolio Management
• Experience in Investments and Trading
• Strong understanding of financial markets and investment strategies
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Attention to detail and strong organizational skills
• Relevant professional certifications (e.g., CFA) are a plus
• Bachelor's or Master's degree in Finance, Economics, or related field