Portfolio Manager

3 weeks ago

Vancouver, Canada Purpose Unlimited Full time

Foundation Wealth Partners is a leading boutique wealth management firm comprised of like-minded partners who work predominantly with affluent individuals, family offices, and trusts. An independent portfolio management firm that uses a leading technology platform, Foundation Wealth Partners has a turnkey business model that allows partners to run their practices independently while receiving support from the partnership in areas such as operations, administration, compliance, and real estate. Foundation Wealth Partners has offices in Vancouver, Calgary, Toronto, Kamloops, and Oakville.

**Responsibilities**:

- Be a trusted resource to our partnership and enable accelerated growth through client acquisition.
- Works directly with clients to assess clients’ personal circumstances, goals and objectives, and implement suitable investment portfolios on a discretionary basis.
- Provides ongoing servicing to existing clients and stays abreast of their personal circumstances, but also fosters new relationships and client opportunities.
- Stays informed of market developments, performs research on securities, supports trading activities, and the maintenance & implementation of model portfolio solutions.
- Performs sales and service support activities to meet client needs and maintain overall service levels.
- Works collaboratively with internal teams to identify and pursue growth opportunities.

If you enjoy collaborating with a team, being innovative and are excited about an opportunity to work within a fast-growing company, we would like to speak to you
- Wants to make a difference. We are a small and growing team tasked with reshaping how people look at the industry. We need people who want to play an integral part in helping us accomplish this mission
- Challenges the wealth management industry status quo to enable a better investment experience for clients.
- Possesses a passion and energy for finance and investing
- Has great analytical and client relationship skills.
- Embraces technology and the role it plays in financial services
- Looking to be an entrepreneurial business owner.

**Qualifications**:

- Has between 5 - 10 years of relevant experience in a client-facing role as an investment advisor or portfolio manager/associate portfolio manager role.
- CFA or CIM designation is required.
- Current registration with provincial securities commission(s) as Advising Representative or Associate Advising Representative is strongly preferred.
- Strong sales and client management skills.
- Strong sense of integrity.
- Strong understanding of compliance and investment best practices.
- Strong people skills and a positive attitude - You will be interacting with other Portfolio Managers, Financial Advisors, Internal Support & Custodial Representatives.
- Strong communication and organizational skills.
- Must be an adaptable team player who thrives in a fast-paced work environment.
- Ability to balance fun with a high personal bar for performance.
- Excellent problem-solving and analytical skills

**Nice to Have**:

- Bilingual (French/English) - verbal and written is an asset;
- Financial Planning experience is considered an asset;
- Advanced technical skills (e.g.Excel).

Why should you join us?
- We believe in an innovation and vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism
- We believe in flexibility - A flexible hybrid work model that empowers you to do your best work whether at home or at the office
- We care about your rewards - Competitive compensation including bonuses & equity programs
- We care about your health - comprehensive group health, dental benefits, and life insurance at little to no cost to you
- We care about your quality of life - a flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
- We care about your family - Paid parental leave for eligible employees with top-up
- We care about your development - We offer training opportunities and tuition support year-round.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.
Our work philosophy is a hybrid model allowing for flexibility and collaboration.

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