Job Description
Take on a key role as a Portfolio Manager at a boutique wealth management firm in Toronto. Drive the client experience and manage portfolios with discretion and expertise.
This firm prioritizes a client-first ethos, ideal for candidates looking to contribute to meaningful investment decisions. As a Portfolio Manager, you'll manage portfolios for mass affluent, HNW, and UHNW clients while actively engaging in investment strategies with the CIO. You'll oversee the complete onboarding process and ensure thorough communication throughout the investment cycle.
Key Responsibilities:
• Build lasting relationships with a diverse client base
• Manage portfolios using both active and passive strategies
• Guide clients through the onboarding journey and reviews
• Provide clear communication and portfolio updates
• Collaborate with other teams for cohesive financial planning
Requirements:
• 3–5 years in investment counsel o...
This firm prioritizes a client-first ethos, ideal for candidates looking to contribute to meaningful investment decisions. As a Portfolio Manager, you'll manage portfolios for mass affluent, HNW, and UHNW clients while actively engaging in investment strategies with the CIO. You'll oversee the complete onboarding process and ensure thorough communication throughout the investment cycle.
Key Responsibilities:
• Build lasting relationships with a diverse client base
• Manage portfolios using both active and passive strategies
• Guide clients through the onboarding journey and reviews
• Provide clear communication and portfolio updates
• Collaborate with other teams for cohesive financial planning
Requirements:
• 3–5 years in investment counsel o...