Associate Managing Director, PH&N Investment Counsel (Toronto)

Associate Managing Director, PH&N Investment Counsel (Toronto)

30 Jul
|
Confidential
|
Toronto

30 Jul

Confidential

Toronto

Associate Managing Director, PH&N; Investment Counsel

About the Company

Large investment bank & financial services firm

Industry
Banking

Type
Public Company

Founded
1864

Employees
10,001+

Categories

- Banking and Finance
- Financial Services
- Banking & Mortgages
- B2B
- Consulting & Professional Services
- Finance
- Banking
- Canadian
- Capital Markets
- Financial Products Services
- Insurance
- Investing
- Investment Banking
- Investments
- Rbc
- Royal Bank Of Canada
- Venture Capital
- Ventures for Good
- Wealth Management
- Canada
- Ontario
- Financial Exchanges
- Credit
- Real Estate
- Home Ownership

Specialties

- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets

Business Classifications

- B2B

About the Role

The Company is seeking an Associate Managing Director to join their professional leadership team. The successful candidate will be responsible for supporting the Managing Director in achieving business results through sales and market leadership, as well as the implementation of strategic direction and representation in the marketplace. This role involves hiring and managing a team of Investment Counsellors,



ensuring the team meets growth targets, and maintaining high standards of audit, risk management, and compliance. The Associate Managing Director will also be accountable for staying current with relevant laws and business trends, promoting the company's vision and values, and fostering a positive, inclusive work culture.

Applicants for the Associate Managing Director position at the company must have a university degree, 8-10 years of related sales leadership and people management experience, and professional qualifications such as an MBA, CFA, CIM, CA, CFP, or equivalent. A strong background in finance and investments, particularly in the Private Client/High Net Worth segment, is essential. The role requires a candidate with a growth mindset, solid leadership skills, and the ability to manage and resolve conflicts. While not mandatory, being registerable with the provincial securities commission as a supervising person and prior investment counseling experience are considered advantageous. The company values a diverse and inclusive workplace and is dedicated to the professional growth and success of its employees.

Hiring Manager Title
Managing Director

Functions

- Sales/Revenue
- Finance

📌 Associate Managing Director, PH&N Investment Counsel (Toronto)
🏢 Confidential
📍 Toronto

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