Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM).
This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique workplace that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.
Please note: This is not a succession prospect. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations.
Key Responsibilities
- Manage and grow your existing portfolio of high-net-worth clients.
- Develop customized investment strategies tailored to each client's financial goals and risk tolerance.
- Deliver exceptional client service while building long-term trusted relationships.
- Continue expanding your practice through business development and referrals.
- Collaborate with internal specialists to provide comprehensive wealth planning solutions.
- Ensure compliance with all regulatory and industry requirements.
What You'll Bring
- Canadian Investment Manager (CIM) designation.
- Minimum of 8 years of portfolio management or discretionary investment management experience.
- An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.
- Demonstrated success in growing assets under management.
- Strong business development, relationship management, and client service skills.
- An entrepreneurial mindset with a passion for delivering exceptional client outcomes.
Why Join
- Work with a respected boutique wealth management firm focused on personalized client service.
- Competitive compensation with significant earning potential.
- Flexibility to grow your own practice without the bureaucracy of a large institution.
- Collaborative culture with access to experienced wealth planning professionals.
- Administrative and operational support so you can focus on your clients.
- Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success.
Location
Anywhere in Canada (Hybrid/Remote)
If you're an experienced Portfolio Manager with an established high-net-worth client base and are looking for a boutique firm where you can continue growing your practice, we'd love to speak with you.
Apply in confidence today or contact Opal Corporate Connections for a confidential discussion.