Portfolio Manager, WAPC

Wellington-Altus Financial Inc.; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading financial firm is seeking a Portfolio Manager to oversee strategic activities within their Private Counsel division. The role involves advising clients, collaborating with management, and ensuring compliance while promoting growth and efficiency. Ideal candidates will have a strong background in finance and securities, with excellent communication and problem-solving skills.

Qualifications

• At least 5 years of securities industry experience.
• Current licensing as a Registered Representative or Advising Representative.

Responsibilities

• Providing advice and excellent service as a registered Advising Representative.
• Collaborating with management to align operational goals with company strategy.
• Supervising and coaching investment advisors.

Skills

Interpersonal Skills

Communication Skills

Problem-Solving Skills

Education

Bachelor’s or higher degree in finance, business, economics, or related

Tools

MS Office

Morningstar

Bloomberg

Job description

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Location: This in-office position will be located at our Winnipeg or Toronto office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus serves successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

The opportunity

Reporting to the VP, Investments & Lead Portfolio Manager, the Portfolio Manager, WAPC will be responsible for strategic input and oversight of activities within the Wellington-Altus Private Counsel division. The role involves promoting growth, client outcomes, efficiency, and best practices, aligned with company objectives.

Key responsibilities include

• Providing advice and excellent service as a registered Advising Representative for the firm’s US division.
• Collaborating with management to align operational goals with company strategy.
• Implementing and monitoring strategy, policies, and key performance indicators.
• Building partnerships with service providers to ensure accountability and efficiency.
• Supporting recruitment and transition of new advisors.
• Developing guidance on programs and solutions to optimize client outcomes.
• Providing training and development for advisors and staff.
• Supervising and coaching investment advisors, ensuring compliance with regulations.
• Supporting marketing, training, and internal communications.
• Participating in projects and initiatives for growth and efficiency.
• Managing advisor inquiries and communication.
• Assisting in forecasting and budgeting activities.
• Performing other duties as assigned.

The ideal candidate will possess

• Bachelor’s or higher degree in finance, business, economics, or related.
• At least 5 years of securities industry experience.
• Experience working with Investment Advisors, Portfolio Managers, and clients.
• Deep understanding of securities products, markets, and strategies.
• Current licensing as a Registered Representative or Advising Representative.
• Completion of securities courses (Canadian Securities Course, Conducts and Practices Handbook).
• Optional: CFA or CIM designation.
• Knowledge of relevant regulations and systems like Morningstar, Bloomberg, etc.
• Proficiency with MS Office and communication tools.
• Strong interpersonal, communication, and problem-solving skills.
• High attention to detail and ability to manage multiple priorities.
• Professionalism, adaptability, and high accountability.

Conditions of employment

• Legally eligible to work in Canada.
• Background check may be required.

Wellington-Altus promotes diversity and encourages applications from all qualified individuals. Accommodations available upon request.

To apply, click the Apply for This Job button to submit your resume, cover letter, and salary expectations. Visit our website for more info: www.wellington-altus.com