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Associate Portfolio Manager

4 months ago

Old Toronto, Canada Questrade Financial Group Full time

Thursday, February 29, 2024

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?

  • Health & wellbeing resources and programs
  • Paid vacation, personal, and sick days for work-life balance
  • Competitive compensation and benefits packages
  • Hybrid and flexible work arrangements
  • Career growth and development opportunities
  • Opportunities to contribute to community causes
  • Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Associate Portfolio Manager. Could It Be You?

The purpose of the Associate Portfolio Manager (APM)is to manage assets and client relationships to maximize the results of Questrade Wealth Management’s (QWM) business. Under the supervision of the Portfolio Manager, the APM will engage in suitability assessment for new and existing clients and handle client’s inquiries. The APM will work closely with technology, trade desk, compliance, sales, and operations departments to ensure regulatory compliance, minimize risk, and maximize overall operational efficiency.

What’s it like working as an Associate Portfolio Manager at Questrade?

Reporting to the Portfolio Manager, the APM will engage with new leads and qualified prospects to increase the total Assets Under Management (AUM) for the Questwealth Portfolios. The APM is responsible for assisting Portfolio Managers in managing assets, daily trading, and advising Questwealth Portfolios clients. The APM will engage in daily operational activities, stay up to date with capital markets.

In this role, responsibilities include but are not limited to:

  • Support Portfolio Manager with client interactions and follow-up processes
  • Build relationships with clients and ensure the top-notch client experience
  • Support onboarding clients to Questwealth Portfolios
  • Assist the Portfolio Manager in collecting and analyzing customer information to determine the suitability
  • Assist in preparing daily trades
  • Assist in conducting suitability assessment
  • Gain expert knowledge of Questwealth Portfolios
  • Assist in conducting performance calculations
  • Gain a thorough understanding of the capital markets and trading
  • Keep current on QWM’s policies and procedures
  • Participate in ad hoc growth and business development projects and initiatives
  • Either successful completion of CFA Level 1 exam or Canadian Investment Manager (CIM) designation and have 24 months of relevant investment management experience
  • Must be registered or meet the requirement to become immediately registered with the OSC as Associate Portfolio Manager (Associate Advising Representative)
  • Extensive understanding of IIROC and OSC regulations and how they impact operational processes and policies
  • Expertise in financial planning and managing portfolios using ETFs would be an asset
  • Strong communication skills and ability to build and manage client relationships
  • Strong analytical skills to analyze data as well as understand and interpret client needs
  • Ability to work in a challenging and fast-paced environment

Sounds like you? Click below to apply

#LI-AC1 #LI-Hybrid

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

  • 5700 Yonge St, Toronto, ON M2N 5M9, Canada
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