Investment Counsellor/Portfolio Manager

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

Job summary

An established industry player is seeking a dedicated Portfolio Manager to join their team of investment professionals. This role offers the opportunity to manage high net worth client portfolios and provide exceptional personal service. The ideal candidate will have extensive experience in discretionary portfolio management, strong client care skills, and a proven ability to develop new client relationships. Join a firm that values both its clients and its team, and be part of a collaborative environment focused on delivering results with integrity and ethics. If you are passionate about investment management and client service, this could be the perfect opportunity for you.

Qualifications

• 8+ years of experience managing discretionary investment portfolios.
• Proven record in investment research and client relationship management.

Responsibilities

• Manage existing client portfolios and ensure implementation of client policies.
• Develop new clients and be part of the investment research committee.

Skills

Client Care

Business Development

Financial Analysis

Investment Research

Portfolio Management

Education

University degree in Business, Accounting, Finance or Economics

CFA or CIM designation

CFP 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.

Rae & Lipskie Investment Counsel Inc. is one of the largest, privately held (non-bank owned) investment counsel firms in southwestern Ontario. With client assets under management of $1 billion, our recent and ongoing growth requires an accomplished Portfolio Manager to join our team of 12 investment professionals. Our firm is a private wealth manager providing “fee-only” discretionary portfolio management for high net worth individuals and their families, corporations, foundations and charitable organizations.

If you are looking to join a team dedicated to providing exceptional personal service to clients, and you have experience in high net worth client relationship & portfolio management this is an excellent opportunity for you. This is a salaried plus bonus position. Preference will be given to those candidates with established client relationships along with a proven record of investment research and an ability to market for new clients.

Position Summary:

Manage existing client portfolios on a discretionary basis within firm guidelines, ensure ongoing implementation of client policies and objectives, develop new clients independently and as part of team presentations, and be an integral part of the investment research and decision making committee.

Education and Skills:

• Minimum of 8 years of experience in managing discretionary investment portfolios for high net worth clients.
• Must have excellent client care, business development and financial analysis skills.
• University degree in Business, Accounting, Finance or Economics.
• Possession of the CFA or CIM designation; CFP designation would be a plus.
• The successful candidate must be registered in good standing as a Registered Advising Representative by the Ontario Securities Commission.
• Must be a high energy individual with a drive for success and results oriented as well as have a deep desire to service their clients with the utmost ethics.