Portfolio Manager
2 weeks ago
We're looking for an experienced Portfolio Manager who wants to join a fast-growing Portfolio Management firm servicing high-net-worth clients in Canada The perfect candidate will oversee clients, provide tailored financial guidance, foster long-term client relationships, and grow the client base over time.
Portfolio Manager responsibilities:
- Manage a portfolio of high-net-worth clients, providing tailored financial planning and investment management services.
- Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance.
- Build strong client relationships, ensuring ongoing satisfaction and trust.
- Stay up-to-date with market trends to offer expert investment advice.
- Collaborate with internal teams, including investment research and compliance.
- Proactively seek new business opportunities to grow your book of business.
- Maintain compliance with regulatory requirements and uphold high ethical standards.
The successful candidate:
- Is currently licensed as a Portfolio Manager in Canada.
- 3+ years of experience in a similar role.
- CFA or CIM Designation (CFP is a plus)
- Demonstrated ability to manage and grow a book of business.
- Strong knowledge of financial markets and wealth management principles.
- Excellent communication and relationship-building skills.
- Attention to Detail & Accuracy: Strong analytical skills with the ability to review work thoroughly, assess compliance risks, and ensure precision in all documentation and filings.
- Proactive Reporting: Ability to anticipate compliance needs, provide timely updates, and escalate potential issues before they become problems.
- Organizational Skills: Ability to manage multiple regulatory deadlines, keep detailed records, and ensure timely completion.
- Ethical Judgment: High level of integrity and discretion in handling sensitive compliance matters.
- Adaptability & Learning Ability: Strong willingness to learn new regulations, adapt to evolving compliance frameworks, and continuously improve processes.
Compensation and benefits:
- Competitive salary based on experience with bonus and variable compensation.
- Opportunities for career growth within a dynamic firm.
- Comprehensive benefits package, including health, dental, and vision care.
- Professional development support.
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