Client Portfolio Manager

**Who We Are**:
Founded in 2014, Nest Wealth created Canada's first SaaS-based digital wealth management platform to ensure investors have access to sophisticated, personalized and transparent wealth management services. Nest Wealth is Canada’s largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions.

Finding amazing people is one of the hardest parts of building a successful company. That’s why we take our culture and our people seriously. We are a proud recipient of ‘Great Place to Work 2020’, ‘Best Workplaces in Technology 2020’, ‘Best Workplaces in Canada 2021’ and have been recognized for the past 4 years as one of the Fastest Growing Companies.

Before you apply, get an inside look into our culture and learn from team members who discuss what we’re building, recent problems we’ve solved, our mission and what it’s like joining our team

**The Opportunity**:
We are seeking an experienced Portfolio Manager who can add a fresh, unique and strategic approach to our growing team As a Nest Wealth Portfolio Manager, you will be an integral part of supporting, advising and partnering with our clients. Staying up to date with capital markets and being curious about how to evolve your approach and strengthen your strategy is part of your DNA. Your expertise and contributions will help us reach our next steps in the exciting and innovative future of digital wealth management.

**Why is this role unique**:
We are anything but traditional In this role, you’ll have the opportunity to make an impact on growing our book of business while contributing to the evolution of our digital wealth offering.

**Why we need your expertise**:
Our client book is increasing very quickly To provide the best possible digital wealth management experience, we need your expertise in managing increasing volumes of client onboarding and portfolio trades.

**How you will make an impact**:
**Partnership**: Build relationships with clients and financial planners to ensure thorough comprehension of a client’s personal circumstances and goals. Partner with the existing team to enhance investment operations, manage investor suitability, conduct portfolio construction & research, and deliver investment advice to our investors.

**Advise**: Aid client interactions and the onboarding process by conducting suitability discussions with clients (and potential clients) by collecting and perusing customer information to ascertain investment suitability.

**Investment**
**Operations**: Facilitate daily trades required to manage client portfolios and enhance existing reporting capabilities of the team to drive efficiencies in the trading process.

**Ownership**: Be a contributing member in developing, creating and executing model portfolios, to assist us in streamlining and automating our processes.

**Strategy**: Research ETF and other portfolio solutions in the marketplace. Stay informed on capital markets developments and contribute to the evolution and enhancement of our existing investment strategy line-up.

**How can you grow**:

- We’re dedicated to growing the capabilities of our people and have tools & roadmaps to get you there
- Internal mobility opportunities as we scale
- Be part of an environment where you can stretch yourself and have an immediate impact
- Learning and development stipend to put towards professional development
- Company-wide lunch & learns across the organization to learn more about fintech & the digital wealth management industry as a whole.

**Why this role could be a good fit for you**:

- You are currently registered with the OSC/CSA as an Advising Representative (Portfolio Manager)
- You hold the CIM designation or CFA Charter or progress towards the CFA Charter
- You’re looking for an opportunity that empowers you to be part of building strategy and iterate on existing processes and philosophies
- You enjoy building meaningful relationships through transparent and informative communication
- You thrive in a fast-paced environment and are motivated by the significant potential of the digital wealth management space

**It would be GREAT if you had**:

- A knack for data and analytics
- Experience with building out processes from the ground-up
- Familiarity with National Bank (NBIN) and Fidelity (FCC) custodial systems

**What you can expect with our interview process**:
We realize interviewing can be a daunting experience, and we are here to help you every step of the way. Here is a step by step guide on what interviewing with us looks like:
1. 30 min “get to know you” interview with our Talent Team

2. 60 min interview with our Portfolio Manager & Head of Compliance

3. 60 min interview with our Head of Compliance and Chief Operating Officer

Our ideal time-to-hire is 28 days, we try our best to provide an efficient, engaging and enjoyable interview experience. All interviews are over video via Google Mee