Wealth Manager

9 hours ago

Toronto, Ontario, Canada Treegrove Investment Management Inc. Full time

Company Description

Treegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to provide discretionary investment management and financial planning services. The company caters to high net worth individuals, charities, and foundations, focusing on personalized financial strategies. Treegrove Investment Management aims to help clients achieve their financial goals through tailored and expert advice.

Role Description

This is a full-time remote role for an Associate Portfolio Manager, Portfolio Manager or Client Relationship Manager. The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services. Day-to-day tasks include managing client investment portfolios, developing financial plans, analyzing financial data, and providing expert advice to clients. The role requires direct communication with clients to understand their financial objectives and develop strategies to meet those goals.

Qualifications

  • CIM or Level 1 CFA
  • eligible to be registered as an advising representative
  • Proficiency in Financial Planning, Finance, and Investment Management
  • Strong understanding of Investments and Insurance
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work independently and remotely
  • Experience with high net worth clients is a plus
  • Bachelor's degree in Finance, Business, Economics or related field
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is desirable

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