Senior Wealth Portfolio Manager for HNW Clients

Collins Recruitment Group; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

A leading Canadian investment firm is seeking a Portfolio Manager or Associate Portfolio Manager in Toronto, ON. The successful candidate will manage client relationships, deliver comprehensive wealth planning, and support clients in achieving their financial goals. Ideal applicants will possess at least 5 years of experience with high-net-worth clients and be in good standing with the Ontario Securities Commission. A highly competitive compensation package is offered, and the firm values a collaborative environment.

Qualifications

• Must be in good standing as an Associate Advising Representative or Advising Representative with the Ontario Securities Commission (OSC).
• Minimum of 5 years of experience working as an Investment Advisor or Associate Investment Advisor with high-net-worth individuals and families.

Responsibilities

• Develop and manage client relationships for investment management.
• Provide strategic guidance in wealth management areas like estate planning and tax.
• Conduct regular portfolio review meetings with clients.

Skills

Investment management

Client relationship management

Communication skills

Interpersonal skills

Attention to detail

Networking

Education

Bachelor’s or master’s degree in a business-related field

Professional designations such as CFA, CIM, TEP, or CAIA

Tools

Microsoft Office Suite

Job description

A leading Canadian investment firm is seeking a Portfolio Manager or Associate Portfolio Manager in Toronto, ON. The successful candidate will manage client relationships, deliver comprehensive wealth planning, and support clients in achieving their financial goals. Ideal applicants will possess at least 5 years of experience with high-net-worth clients and be in good standing with the Ontario Securities Commission. A highly competitive compensation package is offered, and the firm values a collaborative environment.