Portfolio Manager (Tactex)

Mogo; Montreal; Remote; CAD 60,000 - 100,000; Full time

Job summary

An innovative company is seeking a passionate Portfolio Manager to join their dynamic team. This role offers the opportunity to work in a hybrid model, providing personalized financial advice while managing investment portfolios. The ideal candidate will be a registered Portfolio Manager with strong communication skills, capable of thriving in a bilingual environment. Enjoy the flexibility of remote work, comprehensive health benefits, and stock options as part of a supportive and inclusive culture. Join a forward-thinking firm dedicated to helping Canadians achieve financial freedom and make a positive impact in their lives.

Benefits

Fully Remote Work

Comprehensive Health and Wellness

Stock Options

Flex Vacation

Innovative and Inclusive Culture

Wellbeing Programs

Qualifications

• Registered Portfolio Manager with relevant investment management experience.
• Strong verbal and written communication skills in a bilingual environment.

Responsibilities

• Provide online advice and communicate with clients to answer questions.
• Advise clients on RRSP rules and manage portfolio adjustments.

Skills

Investment Management

Client Communication

Bilingual Communication (English, French)

Problem Solving

Adaptability to New Technologies

Education

CFA Charter

Canadian Investment Manager Designation

Job description

We are looking for a Portfolio Manager to join our Tactex team! Tactex Asset Management, a wholly-owned subsidiary of Mogo, makes it possible to bring high quality saving, investing and advisory services to users efficiently and at scale. Our talented team of portfolio managers and operations specialists handles investment, identity verification, and financial flows for users and for other clients, and is the centre of excellence for operations globally. Tactex is a registered portfolio manager, investment fund manager and exempt market dealer, and has built a successful track record in this area. Founded in 2011, we have over $300 Million in assets under management and have conducted over $5 Billion in transactions.

Our Portfolio Manager will have a passion for assisting others while working in a fast paced environment, an energetic disposition and the ability to work and solve problems under minimal supervision. This is an excellent opportunity to work on many different projects for a dynamic company.

What you'll do:

• Primarily work in a hybrid model of online advice combined with human service
• Communicate directly with the firm’s clients, mostly electronically, and sometimes over the phone, to collect information and answer questions
• Advise clients about RRSP contribution and withdrawal rules and planning
• Know the products offered in the market, and make recommendations about shifts to be made in various portfolios and funds
• Rebalance accounts and enter trades according to Investment Policy Statement of clients and Term Sheet of investment funds managed by Tactex
• Attractive opportunity for extra compensation from onboarding your own clients
• Stay in touch with other members of the team regarding the status of key projects and processes
• Review new account documentation

What you'll need:

• The ideal candidate is currently registered as a Portfolio Manager with working experience or has the requisite education and experience, either:
• CFA Charter and 12 months of relevant investment management experience in the 36-month period before applying for registration
• OR Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration
• Professional verbal and writing skills
• Ability to communicate effectively in a bilingual office (English, French)
• Willing to take on tasks outside of defined role to help the team succeed
• A willingness and ability to learn new software and technologies

Benefits Of Working With Us:

• ALWAYS FULLY REMOTE WORK - Enjoy the flexibility of remote work, supported by necessary resources
• Comprehensive Health and Wellness - Access medical, dental, and vision coverage plus a Health Spending Account
• Stock Options - Have a stake in the company's success through stock options
• Flex Vacation - Benefit from paid time off, including vacation days, holidays, and personal days
• Innovative and Inclusive Culture - Engage in cutting-edge projects and be part of an inclusive workplace
• Wellbeing Programs - Access counseling services, mental health support, and additional wellness resources

We help make it easy for Canadians to achieve financial freedom while making a positive impact.

We live in the most innovative and technologically advanced era, yet so much struggle exists. Most of us are far from where we want to be financially.

We all want a better future. A better world where reaching financial freedom is a question of when, not if. One that's equitable so that all can prosper. One that's safe from the impact of climate change.

Our money has the power to change the world. It’s up to us to do things differently.

Apply today! Do you know anyone who would be a great fit for this role or other roles on our career page? Please share this job posting with them! Mogo is an inclusive place to spend your work life. We hire team members for their talent and diverse backgrounds. Bring your unique perspective to Mogo and help our customers achieve their best financial lives.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales