Elevate your career at Celernus Investment Partners as a Portfolio Manager dedicated to affluent clients across Canada. This role emphasizes relationship management, portfolio construction, and strategic financial planning.
As an Investment Counsellor at Celernus, you will manage and grow relationships with high-net-worth individuals, families, and institutional clients. This position combines investment expertise and client-centric business development within a boutique firm. You will work closely with senior leadership to ensure client satisfaction and investment success.
Key Responsibilities:
• Manage a portfolio of high-net-worth clients
• Build and maintain trusted relationships with clients and partners
• Conduct in-depth Know-Your-Client (KYC) reviews




• Deliver tailored investment policy statements to clients
• Provide discretionary portfolio management services
Requirements:
• 5+ years in wealth management or related investments
• Registered as an Advising Representative or eligible
• Robust understanding of financial planning and market strategies
• Proven success in client relationship development
• Bachelor's degree in Finance, Business, or Economics
Leverage your expertise in wealth management and client services to make a meaningful impact at Celernus Investment Partners.
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📌 Celernus Portfolio Manager For Affluent Clients Burlington
🏢 Celernus Investment Partners
📍 Burlington