Senior Portfolio Manager

2 weeks ago

Old Toronto, Ontario, Canada Coleford Investment Management Full time

Build caring client relationships by providing valued advice across a broad range of financial topics.
Establish and nurture new client relationships through networking, referrals, and ongoing dialogue.
Understand and consistently apply Coleford's Conservative, Consistent and Committed long-term investment philosophy.

Day-to-Day Activities:

Continually engage with clients to develop a clear understanding and appreciation of their objectives, build trust and strengthen relationships.
Translate client objectives into strategic financial plans linked to portfolio structure.
Prepare and deliver, on a regular basis, customized progress report presentations to clients to update them on the achievement of their strategic financial plans.
Engage in business development activities to identify and attract potential clients.
Care for our work closely by collaborating with our client service and investment teams to coordinate the management and delivery of comprehensive plans to achieve client financial well-being.
Where applicable, collaborate with the investment team to create communications to address client specific questions.
Lead educational sessions for clients and prospects on financial planning and investment management.

Experience

Demonstrated success in developing and maintaining client relationships:
10+ years of leading client relationships (Private Client)
15+ years of professional experience
Registered advising representative
Recognized leader in building community engagement while demonstrating commitment to social responsibility.
Understanding financial planning concepts and experience linking them to managing client portfolios.
Experience working with small business owners, entrepreneurs
Hosting/organizing events, writing informative/thought provoking client-oriented communications.

Skills/Knowledge

University degree (any discipline) - Bachelor's degree in finance, business, or related field; advanced degrees or certifications beneficial.
Post graduate degree (nice but not required)
Preference given to those with one or more professional designations including CFP, CIM, CPA and/or CFA

Attributes

Integrity (will choose the right path even if it's the difficult one).
Works well in small teams with the ability to collaborate to assist clients.
Fluent in more than one language is beneficial.
Flexibility to engage clients in a location or format convenient to them inside or outside Coleford's Toronto office or via the Internet.
Coleford's remote office environment requires team members to work seamlessly and effectively with each other and clients outside the office and switch between in-person and remote work environments as required.

Ownership opportunity

Strong interest in being an owner of a business

For consideration, please submit a resume and cover letter to:

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Coleford Investment Management in Toronto, ON

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Exponential Interactive, Inc d/b/a

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Precise location data, Non-precise location data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, User-provided data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Users' profiles, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Browsing and interaction data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: IP addresses, Device identifiers, Browsing and interaction data, Non-precise location data, User-provided data, Probabilistic identifiers

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Precise location data, Non-precise location data

Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: IP addresses, Device identifiers, Precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, User-provided data, Probabilistic identifiers

Data collected and processed: IP addresses, Device identifiers, Device characteristics

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Browsing and interaction data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Precise location data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, User-provided data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Non-precise location data, User-provided data, Probabilistic identifiers

Data collected and processed: Users' profiles, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Device identifiers

Data collected and processed: Users' profiles

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, User-provided data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: IP addresses

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Non-precise location data

Integral Ad Science (incorporating ADmantX)

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Precise location data, Browsing and interaction data, Non-precise location data

Data collected and processed: Non-precise location data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, User-provided data

Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data, User-provided data

Data collected and processed: Privacy choices, Users' profiles, Device identifiers, Device characteristics, Browsing and interaction data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Device characteristics

Data collected and processed: IP addresses, Non-precise location data

Data collected and processed: IP addresses, Device characteristics

Data collected and processed: IP addresses, Device identifiers

Data collected and processed: Users' profiles, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Non-precise location data, Probabilistic identifiers

Data collected and processed: Device characteristics

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Device characteristics

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Browsing and interaction data, User-provided data

Adobe Audience Manager, Adobe Experience Platform

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Precise location data, Non-precise location data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, User-provided data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, User-provided data

Data collected and processed: Users' profiles, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data

Data collected and processed: Privacy choices, Users' profiles, IP addresses, Device identifiers, Non-precise location data

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: IP addresses, Non-precise location data

Data collected and processed: IP addresses

Data collected and processed: IP addresses, Device identifiers, Device characteristics, Non-precise location data

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Browsing and interaction data, Non-precise location data

Data collected and processed: Device identifiers

Data collected and processed: Privacy choices, IP addresses, Device identifiers, Device characteristics, Browsing and interaction data

Data collected and processed: Privacy choices, IP addresses, Device characteristics

Data collected and processed: IP addresses, Device identifiers, Authentication-derived identifiers, Device characteristics, Precise location data, Browsing and interaction data, Non-precise location data, Probabilistic identifiers

Marketing Science Consulting Group, Inc.
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Senior Portfolio Manager