Strategic Wealth Portfolio Manager (Ontario)

Strategic Wealth Portfolio Manager (Ontario)

04 Aug
|
Bellwether Investment Management
|
Ontario

04 Aug

Bellwether Investment Management

Ontario

Bellwether Investment Management in Oakville, Ontario is seeking an experienced Portfolio Manager to lead client relationships, conduct KYC reviews, and ensure compliance across our funds.
Reporting to the CIO, you will manage discretionary portfolios, execute trades, rebalance accounts, and collaborate with the investment team to align strategies with client risk profiles. The role requires 3–5 years in investment management and a current Advising Representative registration (CFA considered).

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📌 Strategic Wealth Portfolio Manager (Ontario)
🏢 Bellwether Investment Management
📍 Ontario

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