Associate Portfolio Manager - Stenner Wealth Partners+

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 90,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking an Associate Portfolio Manager to join their award-winning team. This position requires a dedicated professional with a strong background in wealth management to provide exceptional service to ultra-high-net-worth clients. The successful candidate will collaborate with a team to oversee portfolio management and achieve strategic growth.

Qualifications

• Minimum 5+ years experience in the financial services industry.
• Experience in associate discretionary portfolio management role or higher.
• IIROC-licensed as a Registered Representative required.

Responsibilities

• Oversee two portfolio models with a six-person investment committee.
• Monitor security prices and execute trades of equities and fixed incomes.
• Create and present investment-related content to clients.

Skills

Fluency in English

Strong understanding of technical analysis

Ability to work in a team environment

High attention to detail

Education

CFA

CFP, CPA, MBA, CIM or similar

Tools

Microsoft Excel VBA

Adobe InDesign

Bloomberg

Dataphile

Job description

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Competitive Total Compensation Range : $90-$100K annually depending on experience & credentials ( inclusive of base salary and monthly discretionary performance-based bonuses).

Stenner Wealth Partners+ (SWP+) is an award-winning team of financial / wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors / households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian / US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.

SWP+ clients range in net worth from $25M CAD to $2.5B+ and we strategically onboard 6-8 new key client relationships every year. It is very important for us to provide a superior client experience. Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings, reviews, research, phone calls, etc.

High performance. Our team wants to be the very best in Canada. We are looking to triple our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance.

What you do counts, so make it count!“ Our team culture is one of mutual respect, a positive / winning mentality for growth, and a high work ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and dedication. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.

We’re growing and looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

Team e-mail : [e-mail]

Team LinkedIn : linkedin.com / company / stenner-wealth-partners

Who We Are :

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry : wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Responsibilities (Time Allotted %) :

• SWP+ PM / Analyst Team (60%);
• Work on a 6 person investment committee overseeing two portfolio models
• Monitor security prices for entry and exit levels
• Evaluation of equity, fixed income, real estate, private asset, and alternative investments
• Sourcing of investment ideas and effective presentation of their potential to the Investment Committee
• Monitor economic and market conditions and provide both insight and opinion to the team and clients
• Execute equity, fixed income, and fx trades
• Presentation of Investment Related Materials and Strategies (20%);
• Create economic and market related and provide both insight and opinion to the team and clients
• Write weekly, monthly, quarterly investment related content
• Update monthly portfolio statistics and related content
• Propose new client-centric solutions with respect to ongoing communications
• Present potentially profitable investment opportunities to clients
• Able to respond to client market enquiries effectively
• Well-balanced view of current market and economic landscape
• Correspond with clients regarding trades, portfolio activity, and market events
• Create / conduct client portfolio reviews and present sophisticated investment solutions
• Coordinate, schedule, execute follow-ups derived from Portfolio Reviews
• Regular client and prospect communication
• Clear, articulate, communication to clients and prospects via e-mail, video conference, and phone calls

Skills & Qualifications :

• Fully fluent in English;
• Proficiency in other languages a plus
• Able to legally work in Canada;
• Minimum 5+ years experience in the financial services industry;
• Wealth Management, Business Development, Banking, Corporate Finance, Accounting, or similar.
• Minimum 3+ years experience in associate discretionary portfolio management role or higher;
• CFA required, CFP, CPA, MBA, CIM or similar professional designation is a plus;
• IIROC-licensed as a Registered Representative;
• Canadian Securities Course and Conduct and Practices Handbook Course
• Experience with Investment Banking an asset;
• Understanding of the Ultra High Net Worth segment as an investment specialization;
• Strong understanding of technical analysis techniques, charting, and pattern recognition;
• Must work effectively in a team environment to jointly service clients;
• Wants to work within a winning team culture which is striving for excellence
• Must be able to work effectively with cross-functional teams within the firm;
• Authentic, Competent, and Trustworthy;
• A sense of humour and a positive, life-long learner attitude;
• High attention to detail;
• Proficient in utilizing Microsoft Excel VBA and Adobe InDesign. Basic coding experience in large positive differentiator (VBA, HTML, PHP, SQL, Python, XML Scraping experience, JQuery / Java);
• Familiarity with Dataphile, Thomson One / Refinitiv Workstation, Bloomberg, and EnvestNet portfolio management software is a plus;

Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.

Protecting your online safety :

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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