Join Bellwether as an Experienced Portfolio Manager and elevate your career in investment management. This hybrid role focuses on client relationships and compliant portfolio execution. As an integral member of Bellwether's investment management team, the Portfolio Manager will engage with high-net-worth clients, ensuring personalized strategies through comprehensive KYC lifecycle management.

Collaborate with advisors during onboarding and leverage advanced wealth planning to create structured financial plans. Be an active contributor to investment committee discussions and collaborate with your team to shape future strategies. Key Responsibilities:
Conduct detailed KYC lifecycle management and annual reviews
Support advisor onboarding and articulate investment offerings




Create tailored wealth plans using advanced software
Engage proactively in investment team meetings
Manage portfolios by following IPS and firm mandates Requirements:
Registration as an Advising Representative is required
3–5 years of investment management experience
Robust communication and presentation skills
Proven ability to thrive in a team-oriented setting
CFA designations considered for rapid registration Drive impactful changes in client portfolio management and relationship building at Bellwether.

📌 Experienced Portfolio Manager At Bellwether Oakville
🏢 Bellwether Investment Management
📍 Oakville