Associate Investment Counsellor / Senior Manager, Private Clients

Hillsdale Investment Management Inc.; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Hillsdale Investment Management Inc. is seeking an Associate Investment Counsellor/Senior Manager for its Private Client Investment Services to build and manage relationships with high-net-worth clients. The ideal candidate will have a strong background in investment management, excellent communication skills, and a passion for providing tailored financial advice. This role offers an opportunity for professional growth within a recognized firm committed to client service excellence.

Benefits

Flexible compensation structure including discretionary bonuses

Professional development and ongoing mentorship

Employee appreciation events and catered lunches

Commuting reimbursement

Qualifications

• 4-6 years of experience in investment management.
• Strong knowledge of financial markets and investment products.
• Preferred registration as Associate Portfolio Manager or Client Relationship Manager.

Responsibilities

• Manage a client base of high-net-worth individuals and families.
• Conduct comprehensive client discovery and planning (KYC).
• Regular communication with clients to review investment performance.

Skills

Investment management

Sales

Client relationship management

Negotiation

Financial analysis

Education

Bachelor’s degree in Finance, Business, Economics

Chartered Financial Analyst (CFA)

Certified Financial Planner (CFP)

Tools

Microsoft Office Suite

Excel

Job description

Associate Investment Counsellor / Senior Manager, Private Clients

Associate Investment Counsellor / Senior Manager, Private Clients

3 days ago Be among the first 25 applicants

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Vice President, Talent Acquisition and Development @ Hillsdale Investment Management Inc. We're hiring! Guest Speaker

ASSOCIATE INVESTMENT COUNSELLOR / SENIOR MANAGER, PRIVATE CLIENTS

ABOUT HILLSDALE

Hillsdale Investment Management Inc. (Hillsdale) is an independent, employee-controlled, and client-aligned investment boutique managing more than $6 billion on behalf of a select group of sophisticated institutional and private wealth investors. We are renowned for designing systematic, bespoke investment strategies across diverse objectives, including over 15 investment strategies focusing on high alpha, ESG, customized, and smart beta. We are committed to producing the highest quality equity investment strategies and delivering client service excellence. Hillsdale is recognized for investment and service excellence – a reflection of our relentless pursuit of research and development and the dedication of our employees who invest alongside our clients.

Hillsdale is recognized as a Great Place to Work for our industry and across Canada.

ABOUT THE ROLE

Hillsdale is expanding with an exciting opportunity to join our Private Client Investment Services as an Associate Investment Counsellor (AIC) / Senior Manager, Private Clients, reporting to the Head of Private Client Investment Services. The successful candidate will be vital to Hillsdale’s continued and profitable growth plans.

Do you excel at managing and building lasting client relationships? If so, join us in this newly created position and work directly with an investment manager, gaining access to cutting-edge research and investment expertise. At Hillsdale, we provide a full range of investment solutions and wealth advice to high-net-worth clients on a discretionary basis. We act as fiduciaries for our clients, conducting in- depth reviews of their unique investment goals and risk tolerance to develop and deliver highly personalized investment strategies.

WHAT WILL YOU DO?

• Manage and develop a client base of high-net-worth individuals, professionals, families and business owners with financial net worth ranging from $1 million to $10 million.
• Develop a business pipeline by identifying and cultivating relationships with current clients and referral sources to grow the client base.
• Act as a fiduciary and foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• Provide clients with access to Hillsdale's investment strategies and customized wealth management and investment services.
• Conduct comprehensive client discovery and planning (KYC) to define and execute appropriate investment policy.
• Regular communication with clients to review investment performance, goals and asset mix, providing recommendations for adjustments.
• Support the Head of Private Clients with on-going sales, service and communication with clients and prospects.
• Play an essential role in contributing to sales collateral and thought leadership.
• Adherence to the compliance framework by consistently following internal policies and external regulatory procedures.

WHAT WILL YOU BRING?

This career opportunity requires proven investment management, sales and service capabilities. We welcome passionate, open- minded individuals with diverse academic backgrounds, work experiences, perspectives, thinking styles, and expertise to apply to this position. Your qualifications include :

• 4-6 years of experience within the investment industry, with at least 2 years of portfolio management or investment management experience.
• Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation.
• Certified Financial Planner (CFP) is good to have.
• Bachelor’s degree in Finance, Business, Economics or another related field.
• Strong preference for registered Associate Portfolio Management (APM / AAR) or Client Relationship Manager (CRM) in the jurisdiction where operating.
• An entrepreneurial results-driven mindset to design and execute business development plans, identify market opportunities, and drive growth.
• Demonstrated success in nurturing and building relationships, including a track record of expanding business with clients and prospects.
• Excellent negotiation, influencing, and relationship-building capabilities.
• Strong knowledge of economic trends, financial markets and investment products and services.
• An aptitude for dealing with people positively and enthusiastically.
• Strong knowledge of Excel and experience with Microsoft Office Suite.

WHAT’S IN IT FOR YOU?

• Base Salary along with a flexible compensation structure aligned with your business plan, including discretionary bonus, commissions, trailers and paid time off.
• Access to tools to ensure your success, such as institutional-grade global investment solutions encompassing more than 25 countries and more than ten currencies, a team of in-house Portfolio Managers and advanced investment research.
• A purpose-built product line with proven track record in line with the needs of high-net-worth individuals.
• Opportunity to graduate towards a Portfolio Manager (PM) designation to advance your professional registration.
• Professional Development, ongoing mentorship and growth opportunities / defined career pathing.
• Employee appreciation services include a kitchen stocked with food, catered lunches, gym membership, ergonomic home office setup, monthly employee appreciation events, and annual retreats.
• Charitable giving program and support for your volunteer interests.
• Flexible work environment and commuting reimbursement when you do work in the office.
• Centrally located office at King and Bay with remarkable views of Toronto and Lake Ontario.

Application Deadline : Applications will be accepted until the position is filled.

NEXT STEPS : Please submit a resume.

Hillsdale is an equal opportunity employer and, as such does not discriminate based on race, colour, religion, sex, national origins, age, sexual orientation, disability, or any other characteristic protected by applicable laws. We encourage applications from people of all abilities and will provide reasonable accommodations upon request.

Still trying to determine if you qualify? Apply anyway! Our workforce comes from diverse backgrounds and industries. We thank all interested applicants; however, only those selected for an interview will be contacted.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales, Finance, and Business Development

Financial Services and Investment Management

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