Financial Portfolio Strategist
6 days ago
At Q Wealth Partners, we seek a dedicated professional to join our partner firm in Mississauga. This full-time hybrid role focuses on delivering exceptional client experiences and supporting portfolio management processes.
Key Responsibilities:- Manage all aspects of a superior client experience, ensuring high levels of satisfaction and trust through proactive communication and tailored solutions.
- Prepare and present materials for clients with varied levels of investment understanding, ensuring clarity and professionalism.
- Conduct detailed financial analysis and market research to support Portfolio Manager's decision-making.
- Monitor and evaluate portfolio performance, making recommendations for adjustments as needed.
- Operate collaboratively with the organization's support teams to enhance the firm's client service responsibilities.
- Allocate mandates and trade positions to manage cash flow and new client deposits.
- Support financial planning processes, including completing and updating financial plans with Conquest software.
- Maintain up-to-date knowledge of financial markets, economic trends, and industry developments.
The ideal candidate will possess strong analytical skills, excellent verbal and written communication skills, and a collaborative spirit. They should be able to work effectively in a flexible and dynamic environment, prioritizing and managing multiple responsibilities while maintaining attention to detail.
Required qualifications include a Bachelor's degree in Finance, Economics, Business Administration, or a related field, CFA or CIM designation, and at least 5 years of experience in investment management, financial analysis, or a related field. Registration as an Associate Portfolio Manager or Portfolio Manager is also required.
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