A leading wealth management firm is looking to add an experienced Portfolio Manager to its investment management team.
This is an excellent opportunity for a client-centric investment skilled who enjoys combining portfolio management, high-net-worth client relationships, investment strategy and financial planning.
What You'll Do
Manage the firm's proprietary funds and investment strategies across client portfolios
Conduct annual KYC reviews and work closely with HNW individuals and families
Develop tailored portfolio strategies based on client objectives, risk tolerance, liquidity needs and time horizons
Support the onboarding of new advisors and transitioning client relationships
Integrate investment management with financial planning, tax strategy awareness and long-term wealth goals
Participate in investment team meetings, contributing market insights and security analysis
Execute trades, manage cash flows and rebalance discretionary portfolios in accordance with IPS and firm mandates
Maintain strong compliance, documentation and risk-management standards
What We're Looking For
3-5 years of relevant investment management and financial services experience
Currently registered as an Advising Representative (AR)
with a provincial securities commission preferred/required
CFA candidates who are not currently registered may also be considered
Strong understanding of KYC, portfolio construction and investment management
Excellent communication and presentation skills
Comfortable working directly with high-net-worth clients
Team-oriented, team-oriented approach
Compensation & Work Model
Up to 20% discretionary performance bonus
The role is onsite 5 days/week for the first 3-6 months , transitioning thereafter to a hybrid model with a minimum of 3 days/week in office . Attendance is required for Monday morning investment team meetings.
Interested? If you're an experienced investment professional looking for an opportunity to combine portfolio management with meaningful HNW client relationships, we'd love to hear from you.
This position is being recruited on behalf of our client. The firm's name will be shared with qualified candidates.