Join Beutel Goodman as a Portfolio Manager dedicated to high-net-worth clients. Leverage deep investment knowledge and relationship management skills to deliver exceptional client service and strategic portfolio solutions.
As a Vice President in our Private Client Group, this role is perfect for an experienced investment qualified. You will be responsible for client relationship management, constructing tailored portfolios, and delivering insights on market developments. Your focus will be on maintaining alignment with long-term goals while effectively communicating investment strategies and performance results.
Key Responsibilities:
• Serve as primary relationship manager for high-net-worth clients
• Conduct client discovery to define objectives and risk tolerance




• Maintain and adjust Investment Policy Statements as needed
• Review portfolio positioning and provide performance updates
• Collaborate with investment teams on portfolio discussions
Requirements:
• Over 10 years of relevant investment experience
• Experience with discretionary portfolio management
• Relevant degree in business, finance, or economics
• CFA or similar certification preferred
• Robust relationship-building and communication abilities
Bring commitment and sound judgment to Beutel Goodman, enhancing the financial journeys of our valued clients.
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📌 Portfolio Manager For High Net Worth Clients Toronto
🏢 Beutel, GoodmanLtd.
📍 Toronto