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 team-oriented, 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 clientsDeliver customized portfolio management and wealth planning solutionsLeverage your network to generate new business opportunitiesCollaborate with a team of Portfolio Managers, Analysts,
and AssociatesBuild and strengthen relationships with accountants, lawyers, and other professional advisorsParticipate in client events, thought leadership initiatives, and business development activitiesWhat you bring:
An established and portable book of businessProven success managing high-net-worth client relationshipsStrong expertise in portfolio construction, asset allocation, and capital marketsExceptional relationship management and business development skillsReady 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.