Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver .
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do: Manage and grow an established book of high-net-worth clients
Deliver customized portfolio management and wealth planning solutions
Leverage your network to generate new business opportunities
Collaborate with a team of Portfolio Managers, Analysts, and Associates
Build and strengthen relationships with accountants, lawyers, and other professional advisors
Participate in client events, thought leadership initiatives, and business development activities
What you bring: An established and portable book of business
Proven success managing high-net-worth client relationships
Robust expertise in portfolio construction, asset allocation, and capital markets
Exceptional relationship management and business development skills
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
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📌 Client Portfolio Manager (Alberta)
🏢 Guardian Capital Advisors
📍 Alberta
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