Business Partner and Portfolio Manager, Private Wealth-HYBRID

Beyond Bilingual Inc.; Mississauga; Hybrid; CAD 200,000 - 230,000; Full time

Job summary

A leading independent wealth management company in Canada is seeking a Business Partner and Portfolio Manager. This full-time role involves managing relationships with high net worth clients, ensuring effective marketing efforts, and preparing investment proposals. The ideal candidate will have a strong financial services background and be passionate about client success.

Benefits

Extended Health Care Benefits

Pension

Share Purchase Plan

Corporate Discount Plans

Social Events

Summer Hours

3 Wellness Days

Industry-leading training support

Community involvement opportunities

Recognition programs

Qualifications

• 5+ years in financial services, particularly in investment management.
• CFA, CIM, or CFP designation is an asset.
• Professional English proficiency required.

Responsibilities

• Build and maintain relationships with high net worth clients.
• Manage client annual review schedule.
• Prepare investment proposals and policy statements.

Skills

Analytical skills

Problem-solving

Communication

Relationship-building

Education

Bachelor’s degree in business or marketing

Tools

Morningstar Direct

Salesforce

Office 365

Job description

Business Partner and Portfolio Manager, Private Wealth-HYBRID

Full-Time, PERM

Location : Mississauga - Working Hybrid 2 times per week in office

Salary : Up to $200K Base Salary $100K + Variable Compensation around $100K + Benefits

Our client is one of the fastest growing independent wealth management companies in Canada.

Our client is currently seeking a Business Partner / Portfolio Manager, Private Wealth, someone who is eager and passionate about transitioning into a Portfolio Manager position. Someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with high net worth clients.

PERKS :

• Extended Health Care Benefits
• Pension
• Share Purchase Plan
• Corporate Discount Plans
• Social Events
• Summer Hours
• 3 Wellness Days
• Excellent support in providing industry-leading training to help you succeed in your role
• Community involvement opportunities
• Great recognition : kudos, all-star program, rising star, and the circle of excellence
• Leadership teams that know your name

Responsibilities

• Build and maintain relationships with high net worth clients
• Manage and maintain client annual review schedule keeping stakeholders informed
• Effectively manage marketing efforts for Private Wealth sales including with Advisor recognition and rewards
• Prepare proposals and accompanying investment policy statements
• Keep internal stakeholders informed of the progress of client’s business and program details
• Facilitate on-site events including Accreditation and Due Diligence for new advisors
• Identify and propose improvements to the Private Wealth program utilizing a continuous improvement approach
• Managing internal department sales, pipeline reporting, and expense filing

Skills Required

• English at a professional level (spoken / written)
• Proven creative problem-solving approach and strong analytical skills
• Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
• Proficiency in Office 365
• Relationship-building skills with a commitment to establishing long-term relationships
• Ability to acknowledge and own inquiries through to resolution
• Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
• Process-driven with ability to use strong organizational skills
• Ability to prioritize and multitask effectively to deal with tight deadlines and competing priorities in a fast-paced environment
• Ability to think critically and use sound judgment

Qualifications

• Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation is an asset

Experience Requirements

• 5+ years financial services experience specifically investment management and / or retail advisor experience with offering managed money

Education Requirements

• Bachelor’s degree, preferably with a specialization in business or marketing or a related field