Portfolio Manager

Bellwether Investment Management Inc.; Oakville; On-site; CAD 85,000 - 115,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Employer matching contributions

Hybrid work model

Job summary

Bellwether Investment Management Inc. is seeking an experienced Portfolio Manager who focuses on client relationships, KYC reviews and compliance. The role reports to the CIO and manages proprietary funds and tailored strategies across client portfolios.

Responsibilities include KYC lifecycle management, onboarding integration, and investment policy-driven rebalancing. Qualifications include AR registration or CFA consideration, with 3–5 years in investment management.

Qualifications

• Must be currently registered as an Advising Representative (AR) with a provincial securities commission.
• CFA designation will be considered, subject to rapid registration review.
• 3–5 years of investment management experience.
• Strong communication and presentation skills, with ability to interact with high-net-worth clients and the investment team.

Responsibilities

• KYC lifecycle management and annual reviews for high-net-worth individuals and families.
• Onboarding integration: articulate offerings and value proposition; lead initial discovery and KYC for transitioning clients.
• Utilize wealth planning software to build tailored plans integrating KYC data with tax strategy and goals.
• Participate in investment team meetings to contribute market insights and shape core portfolio mandates.
• Discretionary portfolio execution and rebalancing per IPS and firm mandates.
• Ensure files, policy updates and logs adhere to provincial guidelines and internal compliance; conduct exception reviews.

Skills

KYC

Client relationships

Communication

Team collaboration

Job description

The Portfolio Manager is an experienced, client-centric professional joining our investment management team, with a strong track record in managing client relationships, conducting Know-Your-Client (KYC) reviews, and navigating compliance requirements. Reporting to the Chief Investment Officer, the Portfolio Manager will be accountable to manage our proprietary funds and strategies as well as implementing these tailored strategies across client portfolios.

What will you bring to the team?

Key Responsibilities

Key Responsibilities

• KYC Lifecycle Management & Annual Reviews: Conduct comprehensive annual reviews for high-net-worth individuals and families. This includes thoroughly assessing and documenting the client’s KYC profile, investment objectives, time horizons, liquidity needs, and risk tolerance to ensure portfolio suitability. Serve as a proactive touchpoint for clients during market volatility, reinforcing how their long-term strategic plans continue to match their risk profiles.
• Advisor & Client Onboarding Integration: Support the seamless onboarding of new advisors joining Bellwether by clearly articulating our investment offerings and value proposition. Actively lead the initial discovery and KYC documentation process for their transitioning clients to establish suitable asset mix strategies.
• Financial Planning Integration: Utilize advanced wealth planning software to build tailored, structured wealth plans that integrate a client’s KYC data with basic financial planning, tax strategy awareness, and long-term financial goals.
• Proactive Engagement & Committee Collaboration: Actively participate in investment team meetings to contribute market insights, security analysis and help shape core portfolio mandates.
• Discretionary Portfolio Execution & Rebalancing: Manage cash flows, execute trades, and actively rebalance client accounts in strict accordance with established Investment Policy Statements (IPS) and core firm mandates, ensuring portfolios stay aligned with their verified KYC parameters.
• Compliance, Audit Readiness & Risk Mitigation: Ensure all client account files, investment policy updates, and communication logs strictly adhere to provincial securities commission guidelines and internal compliance standards. Conduct regular exception reporting reviews to identify and correct any portfolio drifts outside of approved KYC mandates.

Qualifications

• Registration Status (Required/Preferred): Must be currently registered as an Advising Representative (AR) with a provincial securities commission.
• Alternative Credentialing: Candidates who are not currently registered but hold the CFA Designation will be considered, subject to an internal review to determine their timeline for rapid registration.
• Experience: 3–5 years of relevant investment management and industry experience.
• Core Competencies: Strong communication and presentation skills, with the ability to interact effectively with high-net-worth clients and members of the investment team.
• Team Dynamics: Thrives in a collaborative environment by openly sharing feedback, listening to the opinions of colleagues, and actively supporting the broader team.

Compensation & Working conditions

• Salary Range (Base): This role offers a competitive annual base salary ranging from $85,000 to $115,000, depending on relevant qualifications and overall fit.
• Bonus & Benefits: Eligible for a discretionary performance bonus of up to 20% of base salary, plus a competitive group benefits program and employer-matched savings plan.
• First 3 to 6 months: On-site in our Oakville office 5 days per week. Thereafter: Hybrid work model, with a minimum of 3 days per week in the office.
• In-office presence is mandatory for our regular Monday morning investment team meetings.

AI Statement

Bellwether's hiring process may include AI screening for keywords and minimum qualifications. Trained staff review all results and make final decisions.

Bellwether Investment Management Inc. is an equal opportunity employer committed to diversity and inclusion. Disability-related accommodation during the application process is available upon request.