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Executive Director of Wealth Management
1 week ago
As an experienced Portfolio Manager, you'll play a key part in our team's success. You'll be responsible for managing a portfolio of high-net-worth clients, developing tailored financial plans, and growing our client base.
Main Responsibilities:
- Develop and implement personalized wealth management strategies for clients.
- Provide expert financial guidance and investment management services to clients.
- Build and maintain strong relationships with clients, ensuring ongoing satisfaction and trust.
- Stay up-to-date with market trends to provide expert investment advice.
- Collaborate with internal teams for investment research and compliance.
- Identify and pursue new business opportunities to grow your book of business.
Key Skills and Qualifications:
- Currently licensed as a Portfolio Manager in Canada.
- 3+ years of experience in a similar role.
- CFA or CIM Designation (CFP is a plus).
- Proven ability to manage and grow a book of business.
- Strong knowledge of financial markets and wealth management principles.
- Excellent communication and relationship-building skills.
- Ability to analyze complex data and make informed decisions.
