Support high-net-worth clients through customized asset allocation, portfolio monitoring, and clear investment presentations at Chronicle Wealth.

As an Associate Portfolio Manager, you will work closely with Financial Advisors to evaluate personal and investment needs. You will translate findings into client-specific recommendations, investment policy statements, and fund allocations. Your work will span research, client review meetings, portfolio compliance, and discretionary portfolio management.

Key Responsibilities:

- Evaluate client financial objectives with Financial Advisors
- Develop customized asset mixes and investment policy statements
- Create presentations explaining recommendations and findings
- Prepare for and participate in client review meetings
- Monitor portfolios and support ongoing client service

Requirements:

- Two to five years of work experience
- Current or previous applicable advising registration
- CFA or CIM designation
- Passion for investing and client goal achievement
- Robust analytical skills and complex strategy knowledge

Use client focus, investment analysis, and portfolio oversight to deliver customized wealth solutions through Chronicle Wealth.

📌 Client Portfolio Manager Wealth Advisory (Toronto)
🏢 Chronicle Wealth
📍 Toronto