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
Robust communication skills with clients

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

📌 Remote Investment Manager With Cim® Focus Toronto (Canada)
🏢 Hunter Mercantile
📍 Canada