Private Wealth Manager

Treegrove Investment Management Inc.; Toronto; Remote; CAD 80,000 - 120,000; Full time

Job summary

A leading company in investment management is seeking a Private Wealth Manager to develop financial plans and manage investments for high net worth clients. This full-time remote role offers the opportunity to run your own business while achieving clients' financial goals. Ideal candidates will have relevant qualifications and a proven track record in wealth management.

Qualifications

• Experience in Investment Management and Finance required.
• Ability to work independently and remotely.
• Proven track record managing wealth for high net worth clients is a plus.

Responsibilities

• Develop and implement financial plans for clients.
• Manage investments and provide estate planning services.
• Regularly interact with clients to help achieve their financial objectives.

Skills

Analytical skills

Communication skills

Financial Planning

Investment Management

Education

Bachelor's degree in Finance, Accounting, or related field

CIM or Level 1 CFA

Certified Financial Planner

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Treegrove Investment Management Inc.

Vice President and Portfolio Manager at Treegrove Investment Management Inc.

Company Description

Treegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to provide discretionary investment management and financial planning services. Catering to high net worth individuals, charities, and foundations, Treegrove Investment Management offers tailored solutions to meet the unique financial goals and needs of their clients.

Role Description

Looking for a change? Working at a bank under pressure? This is a full-time remote role for a Private Wealth Manager at Treegrove Investment Management Inc. The Private Wealth Manager will be responsible for developing and implementing financial plans, managing investments, and providing estate planning services. The role involves regular client interactions to help clients achieve their financial objectives. Run your own business at your own pace.

Qualifications

• CIM or Level 1 CFA
• Book of business
• Certified Financial Planner and Financial Planning skills
• Experience in Investment Management and Finance
• Excellent analytical and communication skills
• Ability to work independently and remotely
• Proven track record in managing wealth for high net worth individuals, charities, or foundations is a plus
• Bachelor's degree in Finance, Accounting, or related field; advanced degrees or certifications are advantageous

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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