Portfolio Manager

2 weeks ago


Montréal, Canada T.I.P. Wealth Manager Inc. Full time

**ROLE: Portfolio Manager**

Location: Montreal (hybrid)

Duration: 12 months to permanent

Compensation: Competitive

**SUMMARY OF DAY TO DAY RESPONSIBILITIES**:

- Work with experienced portfolio managers to manage investment portfolios
- Conduct securities research and analysis, select suitable securities and structure portfolios according to investment guidelines;
- Manage discretionary investment funds, including investment decision making, trading, monitoring, rebalancing, performance analysis and risk management;
- Coordinates client onboarding process and fulfill KYC and KYP requirements
- Assist in marketing and presentations
- Opportunities to grow with the organization

**SKILLS**:

- Desire to learn and ability to adapt to a dynamic work environment
- Team player with the ability and confidence to work independently
- Strong client communication and interpersonal skills
- Attention to detail
- Excellent priority-driven organizational and time management skills
- Comfortable with the use of technology

**MUST HAVE**
- CFA designation with at least one year of investment experience, or CIM with at least four years of investment experience
- Qualified to be registered as Advising Representative by The Autorité des marchés financiers (AMF)
- University or College degree (Business majors preferred)

**Job Types**: Full-time, Permanent, Fixed term contract
Contract length: 12 months

Pay: $60,000.00-$150,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Paid time off
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Education**:

- Bachelor's Degree (required)

Work Location: In person

Application deadline: 2024-05-31
Expected start date: 2024-06-10


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