Portfolio Investment Manager
4 days ago
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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