Embrace a dedicated Portfolio Manager role and make full use of your CIM® credential from anywhere in Canada. Join a firm that prioritizes unbiased, client-focused advice.
This full time position in Toronto involves immediate registration as an Advising Representative (AR) for qualified CIM® or CFA holders. You will enjoy a pure discretionary advisory role focused on client relations, KYC assessments, and model portfolio creations, all backed by institutional support. No more administrative red tape or pressure to sell high-fee products.
Key Responsibilities:
• Oversee and approve KYC and Investor Profiles
• Independently evaluate and sign off investment strategies
• Advise clients on investment objectives and portfolio alignment
• Assign model portfolios that match client profiles
• Maintain compliance with regulatory requirements
Requirements:
• Registered or eligible as an Advising Representative (AR) in Ontario
• Relevant Investment Management Experience (RIME) required
• Solid grasp of asset allocation and compliance
• Prior experience with HNW wealth planning is a plus
• Strong communication skills with clients
This is your chance to leverage your CIM® and deliver personalized advisory services in a supportive environment.
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