Associate Portfolio Manager

4 days ago

Vancouver, Canada Canaccord Genuity Corp. Full time

Competitive Total Compensation Range: $90-$100K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performance-based bonuses).

Company: Stenner Wealth Partners+

Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian/US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.

SWP+ clients range in net worth from $25M CAD to $2.5B+ and we strategically onboard 6-8 new key client relationships every year. It is very important for us to provide a superior client experience. Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings, reviews, research, phone calls, etc.

Team Goals:

High performance. Our team wants to be the very best in Canada. We are looking to triple our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance.

“What you do counts, so make it count“ Our team culture is one of mutual respect, a positive/winning mentality for growth, and a high work ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and dedication. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.

We’re growing and looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

Responsibilities (Time Allotted %):

SWP+ PM/Analyst Team (60%):

  • Work on a 6 person investment committee overseeing two portfolio models
    • Monitor and maintain proprietary model portfolios daily
    • Monitor security prices for entry and exit levels
    • Invest incoming client funds and rebalance existing portfolios into model portfolios
  • Evaluation of equity, fixed income, real estate, private asset, and alternative investments
  • Sourcing of investment ideas and effective presentation of their potential to the Investment Committee
  • Monitor economic and market conditions and provide both insight and opinion to the team and clients
  • Execute equity, fixed income, and fx trades

Presentation of Investment Related Materials and Strategies (20%):

  • Create economic and market related content and provide both insight and opinion to the team and clients
  • Write weekly, monthly, quarterly investment related content
  • Update monthly portfolio statistics and related content
  • Propose new client-centric solutions with respect to ongoing communications
  • Present potentially profitable investment opportunities to clients
  • Able to respond to client market enquiries effectively
    • Well-balanced view of current market and economic landscape
  • Correspond with clients regarding trades, portfolio activity, and market events

Client Portfolio Reviews (20%):

  • Create / conduct client portfolio reviews and present sophisticated investment solutions
  • Coordinate, schedule, execute follow-ups derived from Portfolio Reviews
  • Regular client and prospect communication
  • Clear, articulate, communication to clients and prospects via e-mail, video conference, and phone calls

Skills & Qualifications:

  • Fully fluent in English; Proficiency in other languages a plus
  • Able to legally work in Canada
  • Minimum 5+ years experience in the financial services industry; Wealth Management, Business Development, Banking, Corporate Finance, Accounting, or similar
  • Minimum 3+ years experience in associate discretionary portfolio management role or higher
  • CFA required; CFP, CPA, MBA, CIM or similar professional designation is a plus
  • IIROC-licensed as a Registered Representative; Canadian Securities Course and Conduct and Practices Handbook Course
  • Portfolio Manager designation required
  • Experience with Investment Banking an asset
  • Understanding of the Ultra High Net Worth segment as an investment specialization
  • Strong understanding of technical analysis techniques, charting, and pattern recognition
  • Must work effectively in a team environment to jointly service clients; Wants to work within a winning team culture which is striving for excellence
  • Must be able to work effectively with cross-functional teams within the firm
  • Authentic, Competent, and Trustworthy
  • A sense of humour and a positive, life-long learner attitude
  • High attention to detail
  • Proficient in utilizing Microsoft Excel VBA and Adobe InDesign. Basic coding experience in large positive differentiator (VBA, HTML, PHP, SQL, Python, XML Scraping experience, JQuery/Java)
  • Familiarity with Dataphile, Thomson One / Refinitiv Workstation, Bloomberg, and EnvestNet portfolio management software is a plus

Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.

#LI-KT1

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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