Manage high-net-worth portfolios in Toronto, Calgary, or Vancouver using portfolio construction and wealth planning expertise.
This Client Portfolio
Manager position suits an established qualified serving high-net-worth individuals, families, and foundations. You will manage client relationships, deliver customized solutions, and pursue new business through your network. Collaboration with Portfolio Managers, Analysts, and Associates supports client service and growth.
Manage and grow an established high-net-worth client book
Deliver customized portfolio management and wealth planning solutions
Generate new business opportunities through your network
Collaborate with Portfolio Managers, Analysts, and Associates