Explore a specialized role at Ginsler Wealth in Toronto as a Portfolio Management Specialist. This in-office position focuses on in-depth investment research and strategic portfolio development.

The role involves reporting directly to the Chief Investment Officer, providing you with substantial autonomy in managing research and due diligence for high-net-worth client portfolios. A robust command of AI tools is critical to streamline research processes and enhance decision-making.

Key Responsibilities:
• Execute and refine the portfolio research framework
• Conduct comprehensive evaluations of investment managers
• Present investment recommendations and strategies
• Maintain detailed decision records and compliance




• Engage with industry professionals for insights

Requirements:
• A valid CFA charter and registration eligibility in Ontario
• Minimum five years of relevant portfolio management experience
• Expertise in multi-asset portfolios and risk analysis
• Solid understanding of Canadian investment regulations
• Proficient in advanced AI tools and Excel

Leverage your investment skills and join Ginsler Wealth to impact high-net-worth client portfolios directly.
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📌 Ginsler Wealth Portfolio Management Specialist (Ontario)
🏢 Ginsler Wealth
📍 Ontario