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 prospect 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 current 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 Solid 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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