Associate Portfolio Manager

3 weeks 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).

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+ Team Goals:

- 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.

Team website:
Team LinkedIn:
Who We Are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

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 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

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, XM



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