Our client, Canada's leading investment firm with over $10B in AUM, is looking to hire a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.
Our Client
- Track record of delivering low risk growth of capital for more than 60 years.
- Strong fiduciary culture, with long history of advocating for valuable governance and minority shareholder rights.
- Strong in‐house global equity and fixed income research team.
- Team based approach to growing and building the firm’s client base.
Requirements
- MUST HAVE Registered investment professional designation such as the CFA charter or Chartered Investment Manager (CIM) Designation.
- MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.
- Strong referral network
- Experience in providing legal/accounting/financial planning services to high net worth clients will be considered.
- Experience and contacts in the endowment fund, financial consulting business are considered an asset.
- Strong knowledge of global financial markets
- Excellent presentation and communication skills – both verbal and written
- Experience in managing segregated portfolios
- Demonstrated PC literacy Academic/Professional Designation
- Undergraduate or graduate degree in a related field, preferably in Finance