Associate Portfolio Manager
7 days ago
Q Wealth Partners is seeking a dedicated Associate Portfolio Manager to join one of our partner firms in Mississauga in a full-time hybrid role. This is not a Q Wealth Partners Head Office position. This role focuses on delivering exceptional client experiences, supporting portfolio management and financial planning processes, and contributing to impactful investment strategies.
Ideal candidates bring strong communication skills, a client-centric mindset, relevant professional designations (CFA or CIM), and at least 7 years of industry experience. The role offers a collaborative work environment, opportunities for growth, and the chance to make a meaningful impact in a dynamic, forward-thinking firm.
What You Will Do- Manage all aspects of a superior client experience, ensuring high levels of satisfaction and trust through proactive communication and tailored solutions.
- Prepare and present materials for clients with varied levels of investment understanding, ensuring clarity and professionalism.
- Conduct detailed financial analysis and market research to support Portfolio Manager's decision-making.
- Monitor and evaluate portfolio performance, making recommendations for adjustments as needed.
- Operate collaboratively with the organization's support teams to enhance the firm's client service responsibilities.
- Allocate mandates and trade positions to manage cash flow and new client deposits.
- Support financial planning processes, including completing and updating financial plans with Conquest software.
- Maintain up-to-date knowledge of financial markets, economic trends, and industry developments.
- Ensure adherence to regulatory requirements and internal policies.
- Client-Centric Approach: Proven success in building exceptional, long-term client relationships with a focus on delivering a seamless and personalized client experience.
- Analytical Skills: Strong ability to assess complex financial data, identify trends, and develop data-driven insights that inform strategic decisions and enhance client outcomes.
- Strong Communication Skills: Excellent verbal and written communication skills, with the ability to connect effectively with clients of varied investment knowledge.
- Collaborative Spirit: Demonstrated ability to work cohesively in a flexible and dynamic environment.
- Multi-Tasking Excellence: Ability to prioritize and manage a wide range of dynamic responsibilities while maintaining attention to detail.
- Dedication to Excellence: A self-motivated investment professional with a strong reputation for excellence, work ethic, and commitment to delivering results.
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Designations: CFA or CIM required; CFP, QAFP, or PFP designations preferred.
- Experience: Minimum 5 years of experience in investment management, financial analysis, or a related field.
- Registration as an Associate Portfolio Manager or Portfolio Manager required.
- Technology Proficiency: Advanced Microsoft Excel skills for financial modeling and data analysis.
- Experience with YCharts for investment research.
- Proficiency in Conquest financial planning software is required.
- A hybrid work environment (3 days in-office after 3-month probation).
- Opportunities for professional development and growth.
- A collaborative and supportive team culture that values innovation and excellence.
- A chance to work on impactful investment strategies in a dynamic and fast-paced environment.
If you're ready to take the next step in your career and contribute to a forward-thinking team, we'd love to hear from you.
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