Referral Partner

2 weeks ago


Canada Gold Investment Management Ltd. Full time

3 days ago Be among the first 25 applicants

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Vice President, Operations & Portfolio Manager at Gold Investment Management Ltd.

Gold Investment Management Ltd. is a registered portfolio manager currently serving clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec and Nova Scotia. We are also registered as an investment adviser with the U.S. Securities and Exchange Commission.

We are seeking highly motivated partners to grow and serve our clientele.

What can Gold Investment Management offer you?

  • Ability to build a perpetual income stream.
  • Flexibility to choose your own hours and work from anywhere.
  • Discretionary portfolio management from a team of highly accredited Portfolio Managers (CFA, MBA, CIM, FCSI, DMS, B.Comm).
  • Confidence in a partner that adheres to high ethical standards and follows strict compliance, reporting, and capital requirements.
  • A capable team that can shoulder administration, compliance, trading, point-of-sale obligations, and the associated expenses. Regain your valuable time and resources.
  • Succession planning options.

What can we offer your clients?

  • High-touch, boutique service and direct access to Portfolio Managers.
  • Friendly and efficient admin support for day-to-day needs, year-end planning, RRSP, and tax season.
  • Full range of separately managed account types: RRSP/SRSP, RRIF/SRIF, LIRA/LIF, TFSA, FHSA, RESP, RDSP, non-registered, simple & complex trusts, IPPs, and more.
  • Expertise in managing: personal accounts, corporations, institutions, pensions, charitable foundations, group RRSPs.
  • In-house trading team for rebalancing, tactical and tax-conscious trades, management of client inflows and outflows.
  • Assessment of each client’s investment needs, objectives, ability and willingness to take on risk.
  • Recommendation of suitable portfolios or custom solutions designed by our team.

What can you bring to the table?

  • Complementary expertise as a financial or estate planner, insurance-licensed advisor, mutual fund advisor, accountant, or other financial professional.
  • A natural aptitude for fostering strong relationships with mutual clients and our team.
  • Ability to generate business via your existing clientele or new referrals looking to transition to a more individually catered service model.

This position entails working independently and entering into a referral arrangement with our firm.Unlimited compensation potential based on the assets you are able to refer and there is no salary associated with this role.

Interested in learning more? Visit us online at and contact Marisa Pazder at mpazder@gold-im.com.We look forward to connecting with you

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Other
Job function
  • Job function Health Care Provider
  • Industries Investment Management

Referrals increase your chances of interviewing at Gold Investment Management Ltd. by 2x

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