Client Portfolio Manager

Guardian Capital Advisors; Toronto; On-site; CAD 120,000 - 190,000; Full time

Job summary

Guardian Capital Advisors, LLC in Toronto, Calgary, or Vancouver is seeking an established Client Portfolio Manager to serve an existing book of high-net-worth clients and foundations. You will deepen relationships and deliver sophisticated portfolio management and wealth planning solutions.

Join a collaborative team and leverage your network to generate new business opportunities, while aligning with professionals such as accountants, lawyers, and other advisors to provide elite wealth

Qualifications

• Established and portable book of business
• Proven success managing high-net-worth client relationships
• Strong expertise in portfolio construction, asset allocation and capital markets
• Exceptional relationship management and business development skills

Responsibilities

• Manage and grow an established book of high-net-worth clients
• Deliver customized portfolio management and wealth planning solutions
• Generate new business opportunities through your network
• Collaborate with a team of Portfolio Managers, Analysts, and Associates
• Build and strengthen relationships with accountants, lawyers, and other professional advisors
• Participate in client events, thought leadership initiatives, and business development activities

Skills

Portable book

HNW relationships

Portfolio construction

Business development

Job description

Bring your book. Grow your business. Deliver an exceptional client experience.

We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.

This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.

What you'll do:

• Manage and grow an established book of high-net-worth clients
• Deliver customized portfolio management and wealth planning solutions
• Leverage your network to generate new business opportunities
• Collaborate with a team of Portfolio Managers, Analysts, and Associates
• Build and strengthen relationships with accountants, lawyers, and other professional advisors
• Participate in client events, thought leadership initiatives, and business development activities

What you bring:

• An established and portable book of business
• Proven success managing high-net-worth client relationships
• Strong expertise in portfolio construction, asset allocation, and capital markets
• Exceptional relationship management and business development skills

Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.