Portfolio Manager

4 weeks ago


Collingwood, Ontario, Canada Staffing In Motion Full time
Job Title: Private Client Advisor

About the Role:

We are seeking a highly skilled Private Client Advisor to join our team at Staffing In Motion. As a Private Client Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice, and managing their portfolios to achieve their financial goals.

About the Company:

Our client is a large global portfolio management firm with over $200 billion in assets under management. They offer a unique opportunity for clients to hold a truly globally diversified portfolio of individual stocks and bonds, providing a distinct advantage in the market.

Key Responsibilities:

  • Build and maintain relationships with high net worth clients
  • Provide personalized investment advice and portfolio management
  • Manage client portfolios to achieve their financial goals
  • Work closely with the dedicated portfolio management and service team to ensure seamless client experience

Requirements:

  • Must be licensed to manage portfolios that contain individual stocks/bonds
  • Strong track record of success in sales and bringing in new investment assets
  • Excellent communication and interpersonal skills

What We Offer:

  • $100,000 salary to start + uncapped commission
  • 100% coverage on all health/medical, dental & vision care for you and any dependents
  • Home office expenses covered, including computer, phone, scanner, printer, etc.
  • Travel expenses covered and expense account provided

Why Join Our Team:

At Staffing In Motion, we are committed to providing our clients with exceptional service and expertise. As a Private Client Advisor, you will have the opportunity to work with a talented team of professionals who share your passion for delivering outstanding results. If you are a motivated and results-driven individual with a passion for investment management, we encourage you to apply for this exciting opportunity.


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