Registered PM – Private Wealth Management (5+ YRS Experience)Toronto, CanadaFull TimeOur client, Canada's leading investment firm with over $10B in AUM, is looking to hire a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.Our ClientTrack record of delivering low risk growth of capital for more than 60 years.Strong fiduciary culture, with long history of advocating for good governance and minority shareholder rights.Strong in‐house global equity and fixed income research team.Team based approach to growing and building the firm’s client base.RequirementsMUST HAVE Registered investment qualified designation such as the CFA charter or Chartered Investment Manager (CIM)



Designation.MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.Strong referral networkExperience in providing legal/accounting/financial planning services to high net worth clients will be considered.Experience and contacts in the endowment fund, financial consulting business are considered an asset.Strong knowledge of global financial marketsExcellent presentation and communication skills – both verbal and writtenExperience in managing segregated portfoliosDemonstrated PC literacy Academic/Professional DesignationUndergraduate or graduate degree in a related field, preferably in Finance#J-18808-Ljbffr

📌 Registered Pm – Private Wealth Management (Toronto)
🏢 Uniting Holding
📍 Toronto