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Senior Portfolio Manager, Supervision

1 month ago

Toronto, Ontario, Canada Wellington-Altus Full time
Senior Portfolio Manager, Supervision

Job Summary:

We are seeking a highly experienced Senior Portfolio Manager, Supervision to join our team at Wellington-Altus Private Wealth. As a key member of our investment management team, you will be responsible for supervising the activities of Portfolio Managers and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Chair the Portfolio Management Committee to review and report on the status of all managed accounts.
  • Conduct supervision activities, including reviewing and approving trade alerts and reports, account opening, and KYC updates.
  • Manage the regulatory obligation of direct supervision over Associate Portfolio Managers.
  • Assist in the maintenance of a Portfolio Management Approval Process to vet internal candidates.
  • Support the creation and maintenance of supervision programs for managed accounts.
  • Participate in internal compliance reviews and external regulator audits.
  • Continuously improve the firm's system of compliance and supervision.

Requirements:

  • Bachelor's degree in business administration, finance, or a related field.
  • Current registration as a Portfolio Manager (PM) with CIRO or an Advising Representative (AR) with a Provincial Securities Commission.
  • Ability to be registered as a Supervisor, including completion of the Investment Dealers Supervisor Course (IDSC).
  • Minimum 10+ years of financial services experience, preferably with a Dealer Member or ICPM.
  • In-depth knowledge of the financial services industry and regulatory requirements.
  • Proficiency in MS Office and strong analytical and problem-solving skills.

What We Offer:

Wellington-Altus Private Wealth is a leading investment dealer in Canada, offering a dynamic and supportive work environment. We are committed to equity and diversity and welcome applications from qualified individuals who would contribute to our organization's diversity.

How to Apply:

If you are a motivated and experienced professional looking for a challenging role, please submit your application, including your resume and cover letter, to [insert contact information].