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Job Title: Registered Portfolio Manager- Private Wealth Management NEW ( ID: C8607 )
Career Category: Business Development, Estates, Investment, Relationship Management, Tax, Wealth Management
Posted Date: 2018-04-23
Location: Toronto
Description:  
Our client, one of Canada’s leading independent investment firms, is seeking a Registered Portfolio Manager- Private Wealth Management to join their Toronto office. Candidates with legal backgrounds in related areas are of particular interest to our client, as are current Portfolio Managers looking for a change.

In this role the successful candidate would work in a team based environment, with a focus on expanding the client’s high net worth clientele in Ontario. Using your relationship building and business development skills, you will be responsible for identifying and developing new clients. You will service those clients and demonstrate your commitment to growing and preserving your clients’ wealth by constructing high performing portfolios.

Requirements:

You are the ideal candidate if you:
• Have an entrepreneurial spirit
• Have a gift for relationship building
• Have proven business development and sales skills
• Have a strong referral network
• Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.
• Experience in providing legal (tax, estate planning)/accounting/financial planning services to high net worth clients (LLB or CPA designation) will be considered.
• Experience and contacts in the endowment fund, financial consulting business are considered an asset.

If this describes you, and you are interested in embarking on a new, exciting career, and joining a prestigious organization that provides an extremely lucrative compensation package, send us your details.

        

 

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