Senior Portfolio Manager

3 weeks ago


Greater Toronto Area, Canada Coleford Investment Management Full time

Key Responsibilities:

  • 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.

Work Environment

  • 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: HR@coleford.ca



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    Key Responsibilities: 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...


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