Portfolio Manager

3 weeks ago


Ottawa, 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 working with high net worth clients to provide personalized investment advice and portfolio management services.

Key Responsibilities:

  • Meet with clients to discuss their investment goals and objectives
  • Develop and implement customized investment portfolios for clients
  • Provide ongoing portfolio management and monitoring services
  • Collaborate with the portfolio management and service team to ensure seamless client transitions

Requirements:

  • Minimum 2 years of experience in portfolio management or a related field
  • Strong track record of success in sales and bringing in new investment assets
  • Licenses to manage portfolios containing individual stocks/bonds

What We Offer:

  • $100,000 salary to start, with uncapped commission potential
  • 100% coverage of health/medical, dental, and vision care for you and your dependents
  • Home office expenses and travel expenses covered

About Us:

Staffing In Motion is a global portfolio management firm with over $200 billion in assets under management. We are committed to providing our clients with personalized investment advice and portfolio management services.


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