Portfolio Manager

Achieve Wealth Management Inc.; Vancouver; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player in financial management is seeking a dynamic Portfolio Manager to lead investment strategies and enhance client relationships. In this pivotal role, you will oversee client portfolios, conduct financial analysis, and collaborate with fund managers to drive optimal outcomes. The firm prides itself on a supportive culture that encourages professional growth and innovation. If you are passionate about wealth management and eager to make a significant impact, this opportunity offers a collaborative environment and the chance to shape the future of client investment strategies. Join a team that values expertise and client success!

Benefits

Competitive salary and benefits package

Opportunities for career growth

Dynamic team culture

Flexible work options

Modern office in Vancouver

Qualifications

• 4+ years of experience in portfolio management or investment analysis.
• CFA or CIM designation preferred, with strong experience considered.

Responsibilities

• Develop and monitor investment strategies tailored to client goals.
• Manage portfolios ensuring risk alignment and client objectives.

Skills

Portfolio Management

Investment Analysis

Client Advisory

Financial Modeling

Communication Skills

Education

University degree in Finance

CFA or CIM designation

Tools

Investment Management Tools

Job description

Achieve Wealth Management Inc. Vancouver, British Columbia, Canada

Investment Portfolio Manager (CFA & CIM Preferred)

Location: Vancouver, BC

Are you an investment professional looking for a dynamic and growth-oriented environment? Join our expanding financial management firm as a Portfolio Manager and play a key role in shaping the future of wealth management.

About Us

We are a forward-thinking financial management firm dedicated to providing customized investment strategies and superior client service. Our team works closely with clients and fund managers to drive financial success, build lasting relationships, and deliver tailored wealth solutions.

Position Overview

As a Portfolio Manager, you will oversee client portfolios, develop and execute investment strategies, and collaborate with fund managers to maximize client outcomes. You will play a key role in client relationship management, ensuring investment objectives align with financial goals and market conditions.

Key Responsibilities

1. Develop, implement, and monitor investment strategies tailored to clients’ financial goals.
2. Manage investment portfolios, ensuring risk alignment and adherence to client objectives.
3. Conduct financial analysis, market research, and asset allocation modeling.
4. Build and maintain strong relationships with clients through proactive communication.
5. Stay updated on market trends, economic developments, and regulatory changes.
6. Identify new business opportunities through client referrals and industry networks.
7. Utilize KYC and IPS processes to determine optimal asset allocation models.
8. Provide outstanding customer service, addressing client inquiries promptly.
9. Contribute to a collaborative and innovative team environment.

Qualifications & Experience

1. 4+ years of proven experience in portfolio management, investment analysis, or client advisory.
2. CFA or CIM designation preferred, but candidates with strong experience will be considered.
3. University degree in Finance, Economics, or a related field.
4. Strong knowledge of individual investment account types (RRSP, LIRA, TFSA, Taxable, Corporate, FHSA).
5. Excellent interpersonal, communication, and client management skills.
6. Proficiency in financial modeling and investment management tools.
7. Self-motivated, disciplined, and committed to executing with integrity.

What We Offer

1. Competitive salary and benefits package.
2. Opportunities for career growth and professional development.
3. A collaborative, supportive, and dynamic team culture.
4. Modern office in the heart of Vancouver with flexible work options.

Join Us!

If you're passionate about wealth management, investment strategy, and client success, we’d love to hear from you! Apply now and be part of a firm that values expertise, innovation, and long-term financial empowerment.