Registered PM – Private Wealth Management (5+ YRS Experience)

Uniting Holding; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading investment firm in Toronto is seeking a Registered PM – Private Wealth Management with over 5 years of experience to join their team. The successful candidate will focus on expanding high net worth clientele and collaborate with an in-house research team. A CFA or CIM designation and strong knowledge of global financial markets are critical. This is a full-time position offering the opportunity to work in a dynamic financial environment.

Qualifications

• Must have 5+ years experience in delivering investment management services to high net worth clients.
• Strong referral network is essential.
• Experience in providing financial planning services for high net worth clients is a plus.

Responsibilities

• Work in a team-based environment to expand high net worth clientele.
• Deliver low-risk growth of capital.
• Collaborate with the in-house global equity and fixed income research team.

Skills

Registered investment professional designation

Investment management services experience

Strong knowledge of global financial markets

Excellent presentation and communication skills

Experience in managing segregated portfolios

Education

Undergraduate or graduate degree in Finance

Job description

Registered PM – Private Wealth Management (5+ YRS Experience)

Toronto, Canada

Full Time

Our client, Canada's leading investment firm with over $10B in AUM, is looking to hire a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.

Our Client

• Track record of delivering low risk growth of capital for more than 60 years.
• Strong fiduciary culture, with long history of advocating for good governance and minority shareholder rights.
• Strong in‐house global equity and fixed income research team.
• Team based approach to growing and building the firm’s client base.

Requirements

• MUST HAVE Registered investment professional designation such as the CFA charter or Chartered Investment Manager (CIM) Designation.
• MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.
• Strong referral network
• Experience in providing legal/accounting/financial planning services to high net worth clients will be considered.
• Experience and contacts in the endowment fund, financial consulting business are considered an asset.
• Strong knowledge of global financial markets
• Excellent presentation and communication skills – both verbal and written
• Experience in managing segregated portfolios
• Demonstrated PC literacy Academic/Professional Designation
• Undergraduate or graduate degree in a related field, preferably in Finance