Step into a hybrid role as an Associate Portfolio Manager at Q Wealth in Toronto, Ontario. This position demands detail-oriented specialists focused on client needs and investment strategies.
Q Wealth is seeking an Associate Portfolio Manager to join their Core PM Services team. This full time role will allow you to engage with clients and assist in the portfolio management process. You'll collaborate with Portfolio Managers and use a digital platform for communication and trade approvals, offering a path toward becoming an unrestricted Advising Representative.
Key Responsibilities:
• Use digital platforms for client interactions
• Collaborate with Portfolio Managers on client goals
• Support trade approvals for pre-approved advice




• Maintain client profiles within CRM systems
• Analyze client inquiries regarding investment products
Requirements:
• Eligible for Associate Advising Representative registration
• Experience using AI tools for efficiency
• Solid analytical skills with attention to detail
• Familiarity with investment products
• CRM and portfolio management database experience
Enhance client relationships and investment strategies at Q Wealth as you grow in your finance career.
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📌 Associate Portfolio Manager In Toronto
🏢 YouPotential
📍 Toronto