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
- Solid communication skills with clients

This is your chance to leverage your CIM® and deliver personalized advisory services in a supportive environment.

📌 Remote Investment Manager with CIM® Focus (Toronto)
🏢 Hunter Mercantile
📍 Toronto