Client Portfolio Manager

The RaeLipskie Partnership; Waterloo; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a motivated portfolio manager to join their dynamic team. This role involves managing high-net-worth client portfolios, developing new client relationships, and contributing to investment research. The firm prides itself on exceptional client care and seeks individuals who thrive in a collaborative environment. With a focus on integrity and trust, this opportunity allows you to make a meaningful impact while working with a dedicated team. If you have a passion for financial services and a proven track record, this position could be your next career step.

Qualifications

• 5+ years of experience managing discretionary investment portfolios.
• Strong client care and financial analysis skills are essential.

Responsibilities

• Manage client portfolios and ensure implementation of client policies.
• Develop new client relationships and contribute to research.

Skills

Client Care

Business Development

Financial Analysis

Communication Skills

Time Management

Interpersonal Skills

Education

University Degree in Business, Finance, or Economics

Certified Financial Planner designation

Job description

At The RaeLipskie Partnership, we make a difference in people’s lives; both in our clients and our team. In order to have happy and satisfied clients we believe we must have happy and satisfied people working here. Our people have a passion for the work they do and a desire and skills for client care.

Reporting To: President & Chief Operating Officer, Brian Lipskie

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 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 focus on Trust. Experience. Integrity.

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. Preference will be given to candidates with established client relationships along with a proven record of investment research and an ability to market for new clients.

Position Summary/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.
• Independently, and as part of our team, develop new client relationships.
• Contribute to the firm’s research and decision-making process.
• Support and lead business initiatives and assist in strategic and key client events across the business.

Education/Job Specifications:

• Strong client care, business development, and financial analysis skills.
• Certified Financial Planner designation would be an asset.
• University Degree with a major in Business, Finance or Economics.
• Registered in good standing as a Registered Advising Representative with the Ontario Securities Commission.
• 5 + years’ experience managing discretionary investment portfolios for high-net-worth clients.
• 5 + years performing research involving the financial analysis of investments.
• Excellent understanding of financial markets and the ability to communicate the same with clients of varying levels of financial sophistication.
• Strong written and verbal communication skills, as well as time management and interpersonal skills.
• Understand and support the importance of team culture.
• High energy & positive individual with a drive for success and results, while possessing a desire to service clients with the utmost of ethics and integrity.

We Will Only Consider Applications That Apply As Directed:

The RaeLipskie Partnership is committed to accessibility in employment and ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, The RaeLipskie Partnership will endeavor to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.