Portfolio Investment Manager

4 days ago


Vancouver, British Columbia, Canada Professional Staffing Full time

About the Role


As a Portfolio Manager at Professional Staffing, you will have the opportunity to work with a diverse range of high-net-worth clients, providing tailored financial planning and investment management services.



Key Responsibilities



  • Manage a portfolio of high-net-worth clients, developing personalized wealth management strategies based on their goals, needs, and risk tolerance.
  • Provide expert investment advice, staying up-to-date with market trends to ensure the best possible returns for our clients.
  • Collaborate with internal teams to ensure all regulatory requirements are met and accurate records are kept.
  • Maintain high ethical standards and current licensure as a Portfolio Manager in Canada.


What We Offer


We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a comprehensive benefits package.



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