Unlock your Chartered Investment Manager (CIM®) potential with this remote Portfolio Manager position in Toronto. Step into a role that allows you to focus solely on client advisory services.

This full-time position offers CIM® or CFA holders immediate registration as an Advising Representative (AR). You'll engage with clients, overseeing KYC, approving investment strategies, and assigning model portfolios—all without the hassle of cold calling or sales quotas. The company's Chief Investment Officer and investment team support you with asset allocation and manager research.

Key Responsibilities:
• Review and approve Investor Profiles for completeness
• Sign off on investment strategies and model portfolios
• Provide direct investment consultations to clients




• Determine optimal model portfolios based on KYC
• Ensure compliance with provincial securities regulations

Requirements:
• Eligible for Advising Representative registration in Ontario
• Relevant Investment Management Experience (RIME)
• Solid KYC/KYP compliance skills
• Experience in group retirement or HNW wealth planning
• Excellent client communication abilities

Put your CIM® designation to work in a role that prioritizes client advisory without needless administrative barriers.
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📌 CIM® Portfolio Manager Opportunity - Remote (Ontario)
🏢 Hunter Mercantile
📍 Ontario