Experienced Portfolio Manager Driving Client-Centric WealthSolutions

Drive impactful wealth management solutions as an

experienced Portfolio Manager. Utilize your skills to manage

high-net-worth portfolios and provide holistic financial advice in

a high-performing culture.

This role involves

guiding client relationships with a focus on business development

and compliance. You will develop strategies to acquire and deepen

client relationships while delivering tailored solutions that

integrate investments and planning. Strong integrity and a growth

mindset are essential.

Key Responsibilities : •

Acquire new clients through networking and referrals • Foster

long-term relationships with an understanding of client goals •

Provide integrated wealth advice and client solutions • Maintain

ongoing compliance with relevant regulations • Collaborate across

teams to enhance the client

experience

Requirements : • 5+ years of

discretionary portfolio management experience • CFA charter holder

or CIM designation is required • Must meet Portfolio Manager

registration requirements • Post-secondary degree in Finance,

Business, or Economics • Excellent relationship management and

communication skills

Leverage your expertise

to deliver exceptional wealth solutions while cultivating strong

client relationships. #J-18808-Ljbffr