Registered PM – Private Wealth Management (5+ YRS Experience)

Toronto, Canada

Full Time

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 qualified 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.
Solid 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/Skilled Designation
Undergraduate or graduate degree in a related field, preferably in Finance
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📌 Registered Pm – Private Wealth Management 5+ Yrs Experience Toronto
🏢 Uniting Holding
📍 Toronto