Senior Private Wealth PM — CFA/CIM, 5+ Years

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

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.