Take your career to the next level as a Portfolio Manager in a fully registered role that allows you to utilize your CIM® expertise. Work remotely from Toronto.
This full-time chance enables CIM® and CFA holders to become Advising Representatives (AR) immediately. Focus exclusively on client advisory without the burden of cold calling or rigid sales quotas. Supported by a robust investment team, you will handle KYC, investment approvals, and model portfolio assignments, all in an unbiased fiduciary setting.
Key Responsibilities:
• Approve KYC and Investor Profiles with thorough assessments • Evaluate and sign off on client investment strategies • Conduct advice sessions on retirement and investment alignment • Assign model portfolios that align with client needs • Ensure adherence to securities regulations with detailed recordkeeping
Requirements: • Must qualify for Advising Representative registration in Ontario • Relevant Investment Management Experience (RIME) necessary • Knowledge of KYC/KYP compliance and asset allocation • Experience with retirement and HNW planning beneficial • Strong communication skills essential for client interactions
Join a role that empowers you to bring your CIM® skills to life and prioritize client engagement. #J-18808-Ljbffr