Become a Wealth Management Portfolio Manager at Palisade Capital Management in Calgary, AB. Specialize in building customized client portfolios and maintaining client-centric service.
This in office role invites experienced professionals to manage discretionary investment portfolios effectively. Your responsibilities will include aligning investments with clients’ financial goals, communicating portfolio strategies, and participating in financial planning discussions. This groundwork ensures that investment decisions meet the high expectations set by Palisade Capital's investor-aligned philosophy.
Key Responsibilities:
• Understand client financial goals and risk tolerance
• Participate in the creation of client presentations
• Monitor and enhance investment models across asset classes




• Prepare and lead comprehensive portfolio reviews
• Foster long-term client relationships through ethical service
Requirements:
• 1-5 years of investment management experience
• Bachelor’s or higher degree in finance or a related field
• Professional certification (CFA or equivalent preferred)
• Proficiency in portfolio management systems
• Exceptional communication skills for client interaction
Elevate your career and help clients achieve their financial objectives through effective portfolio management at Palisade Capital Management.
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📌 Calgary Wealth Management Portfolio Manager
🏢 Palisade Capital Management
📍 Calgary