Client Portfolio Manager

RaeLipskie Partnership; Waterloo; On-site; CAD 80,000 - 120,000; Full time

Job summary

A dynamic wealth management firm seeks an experienced Portfolio Manager to manage client portfolios and develop relationships with high net worth clients. The role requires strong financial analysis skills and the ability to communicate effectively with clients. Join a progressive team focused on exceptional client care and integrity.

Qualifications

• 8+ years in financial analysis of investments.
• 5+ years servicing investment/private clients.

Responsibilities

• Manage existing client portfolios on a discretionary basis.
• Attract high net worth individuals and families.
• Develop relationships with clients' financial advisors.

Skills

Financial Analysis

Client Relationship Management

Communication

Time Management

Education

University degree in business, finance or economics

Job description

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COMPANY DESCRIPTION :

Rae & Lipskie Investment Counsel Inc. (operating as The RaeLipskie Partnership) is a dynamic and rapidly growing wealth management firm with client assets under management in excess of $1.3 billion. Our focus is to provide fee-only discretionary portfolio management helping our clients achieve their long-term wealth, succession, retirement, and charitable giving objectives. We work closely with our clients, along with their taxation, estate planning, and insurance advisors, delivering a holistic solution and client experience. Our people have a passion for the work they do as well as a desire, and the skills, for exceptional client care. We manage our client’s wealth with Authenticity. Integrity. Stability. and Trustworthiness.

JOB STATEMENT :

The RaeLipskie Partnership has an exciting opportunity for a trusted, experienced, and motivated portfolio manager / advising representative who enjoys working in a progressive, team-based, financial services environment. All candidates are encouraged to apply, especially those with established client relationships and the ability to attract new clients.

ESSENTIAL FUNCTIONS :

• Manage existing client portfolios on a discretionary basis within firm guidelines and ensure ongoing implementation of client policies and objectives and maintain regular and direct communication, building strong relationships.
• Providing portfolio management with respect to portfolio construction, overall asset mix, and asset allocation, both within portfolios and amongst a family’s assets;
• Working with and attracting high net worth individuals and families, as well as small private and public foundations;
• Developing meaningful relationships with clients’ financial, legal, accounting and insurance advisors, either individually, or working closely with the team;
• Assisting in key client events, branding and strategic initiatives across the business; and
• Leading business initiatives and / or supporting the President in these efforts.

QUALIFICATIONS :

• University degree – preferred major in business, finance or economics
• Registered in good standing as a Registered Advising Representative with the Ontario Securities Commission
• 8 + years performing research involving the financial analysis of investments
• 5 + years’ experience servicing investment / private clients strongly preferred
• Excellent understanding of financial markets and the ability to communicate the same with clients of varying levels of financial sophistication
• Affinity to cultivating client and business development relationships
• Excellent written and verbal communication skills
• Strong time management and interpersonal skills

COMPENSATION :

• Commensurate with experience

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance, Business Development, and Customer Service

Investment Management

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Portfolio Manager • Waterloo, Region of Waterloo, Canada