Grow an established wealth management practice in Toronto, Calgary, or Vancouver through client relationships, capital markets expertise, and business development.
As a Client Portfolio Manager, you will serve high-net-worth individuals, families, and foundations. The work combines customized portfolio management, wealth planning, and network-driven business development. You will collaborate with Portfolio Managers, Analysts, and Associates while strengthening connections with accountants, lawyers, and other professional advisors.
Key Responsibilities
Grow an established book of high-net-worth clients
Use your network to generate current business opportunities
Deliver customized wealth planning solutions
Build relationships with accountants, lawyers, and advisors
Participate in client events and thought leadership initiatives
Strong portfolio construction and asset allocation expertise
Knowledge of capital markets
Exceptional business development skills
Bring an established client book, wealth planning knowledge, and business development strength to expand sophisticated wealth management relationships.
📌 Wealth Management Business Development Manager (Winnipeg)
🏢 Guardian Capital Advisors
📍 Winnipeg
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