Investment Counsellor / Portfolio Manager

The RaeLipskie Partnership; Waterloo; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading investment counsel firm in Waterloo is seeking an accomplished Portfolio Manager to manage high net worth client portfolios. The ideal candidate will have extensive experience in client relationship management, investment research, and business development. This role offers a competitive salary plus bonus, with a focus on delivering exceptional client service.

Qualifications

• Minimum of 8 years managing discretionary investment portfolios for high net worth clients.
• Registered Advising Representative by the Ontario Securities Commission.

Responsibilities

• Manage existing client portfolios on a discretionary basis.
• Develop new clients independently and as part of team presentations.
• Be part of the investment research and decision-making committee.

Skills

Client Care

Business Development

Financial Analysis

Education

University degree in Business

CFA designation

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.

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Manager Investment • Waterloo, Region of Waterloo, Canada