Portfolio Manager

6 days ago

Canada Professional Staffing Full time

My Client is seeking for an experienced Portfolio Manager who wants to join a fast-growing Portfolio Management firm servicing high-net-worth clients in Canada The perfect candidate will oversee clients, provide tailored financial guidance, foster long-term client relationships, and grow the client base over time.

Portfolio Manager responsibilities:

  • Manage a portfolio of high-net-worth clients, providing tailored financial planning and investment management services.
  • Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance.
  • Build strong client relationships, ensuring ongoing satisfaction and trust.
  • Stay up-to-date with market trends to offer expert investment advice.
  • Collaborate with internal teams, including investment research and compliance.
  • Proactively seek new business opportunities to grow your book of business.
  • Maintain compliance with regulatory requirements and uphold high ethical standards.

The successful candidate:

  • Is currently licensed as a Portfolio Manager in Canada.
  • 3+ years of experience in a similar role.
  • CFA or CIM Designation (CFP is a plus)
  • Demonstrated ability to manage and grow a book of business.
  • Strong knowledge of financial markets and wealth management principles.
  • Excellent communication and relationship-building skills.
  • Attention to Detail & Accuracy: Strong analytical skills with the ability to review work thoroughly, assess compliance risks, and ensure precision in all documentation and filings.
  • Proactive Reporting: Ability to anticipate compliance needs, provide timely updates, and escalate potential issues before they become problems.
  • Organizational Skills: Ability to manage multiple regulatory deadlines, keep detailed records, and ensure timely completion.
  • Ethical Judgment: High level of integrity and discretion in handling sensitive compliance matters.
  • Adaptability & Learning Ability: Strong willingness to learn new regulations, adapt to evolving compliance frameworks, and continuously improve processes.

Compensation and benefits:

  • Competitive salary based on experience with bonus and variable compensation.
  • Opportunities for career growth within a dynamic firm.
  • Comprehensive benefits package, including health, dental, and vision care.
  • Professional development support.

I would like to thank all the candidates in advance, due to the large volume applicants only the short-listed candidates will be contacted.

Please do stay connected on LinkedIn for future opportunities

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