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Senior Portfolio Manager, Supervision

3 months ago

Toronto, Canada Wellington-Altus Full time

Senior Portfolio Manager, Supervision

Location: This in-office position can be based out of our Toronto or Winnipeg office.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

The opportunity:

Reporting to the Vice-President, Investments & Lead Portfolio Manager, the Senior Portfolio Manager, Supervision is registered with CIRO to supervise the activities of Portfolio Managers of Wellington-Altus Private Wealth (WAPW) with a focus on internal managed account platforms and business standards. The successful candidate will also play a key role in the oversight of Wellington-Altus Private Counsel (WAPC) and Wellington-Altus USA (WA USA).

Key responsibilities include:

Chairing the Portfolio Management Committee charged with reporting on the status of all managed accounts for suitability, performance and business standards. Conducting supervision activities focused on managed accounts including reviewing and approving trade alerts and reports, account opening, KYC and IPS updates. Managing the regulatory obligation of direct supervision over Associate Portfolio Managers to ensure they develop appropriate standards and systems as Portfolio Managers. Assisting in the ongoing maintenance of a Portfolio Management Approval Process to vet internal candidates to determine if they properly qualify for firm sponsorship including the requirement to manage by model and utilize the bulk trading platforms offered by the firm after approved. Supporting the creation and maintenance of supervision programs (and related procedures) for managed accounts to ensure WAPW, WAPC and WAUSA remain compliant with requirements. Participating in internal compliance reviews or external regulator audits conducted at Head Office or the branches. Continually looking for ways to improve the firm’s system of compliance and supervision. Performing other duties as assigned.

The ideal candidate will possess:

A bachelor’s degree in business administration, finance, or similar field of study. Current registration as a Portfolio Manager (PM) with CIRO; or, as an Advising Representative (AR) with a Provincial Securities Commission with successful completion of the Chartered Financial Analyst (CFA) program. Ability to be registered as a Supervisor including completion of the Investment Dealers Supervisor Course (IDSC). Successful completion of the proficiency requirements for a Supervisor including Canadian Securities Course, Conduct and Practices Handbook, CFA or CIM. Minimum of 10+ years financial services experience, preferably all of which working for a Dealer Member or ICPM. In-depth knowledge of the financial services industry, including understanding of regulatory requirements of CIRO, securities commissions and the SEC as well as other regulators. Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals. Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities. Strong critical thinking and written and verbal communication skills. An ability to maintain the highest levels of confidentiality. Strong organizational skills and attention to detail with the ability to prioritize effectively, handle multiple tasks and handle stress in a fast-paced environment. Proven analytical and problem-solving skills.

Conditions of employment:

Must be legally eligible to work in Canada. Current registration as a Portfolio Manager (PM) with CIRO; or, as an Advising Representative (AR) with a Provincial Securities Commission with successful completion of the Chartered Financial Analyst (CFA) program. Ability to be registered as a Supervisor including completion of the Investment Dealers Supervisor Course (IDSC). A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply: