Client-First Portfolio Manager

21 hours ago


Saskatoon, Canada Q Wealth Partners Full time

A financial services firm located in Canada, Division No. 11, Saskatoon, is seeking an individual for portfolio management duties. This involves conducting Know Your Client meetings, fulfilling fiduciary obligations, and building trusting relationships with clients. Candidates should have strong communication skills and the ability to monitor client portfolios effectively. The role requires daily oversight of client trading and participation in investment committee activities, ensuring alignment with client investment strategies.
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