Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. We offer holistic financial planning services and disciplined, prudent portfolio management all in one place—an approach that inspires confidence and minimizes the organizational burden on busy families. For advisors: Partnering with a team of dedicated investment managers will provide a professional experience for your clients while unburdening you of the cash-raising and portfolio re-balancing processes. Our Portfolio Managers look after your clients' portfolios, so you can look after your clients.
Hybrid · Oakville
The Portfolio Manager is responsible for managing proprietary funds and implementing tailored investment strategies across high-net-worth client portfolios. Key duties include conducting annual KYC reviews, executing trades, and ensuring strict adherence to compliance and regulatory guidelines.
Hybrid · Peterborough
Manage the full client lifecycle from onboarding to relationship maintenance while providing analytical support for financial strategies. Act as the operational hub for the office, handling premises logistics and internal communications.
Hybrid · Oakville
The Portfolio Administrator provides operational support to portfolio managers and clients, managing the end-to-end account lifecycle from opening to closing. Key duties include processing financial transactions, performing account reconciliations, and handling daily client and advisor requests.
On-site
Who We Are Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and act…
On-site
Who We Are Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and acti…
Hybrid · Oakville
The Associate Portfolio Administrator supports Portfolio Managers and Relationship Managers by providing timely and accurate information and service support in the administration of client accounts. Key responsibilities include managing client communications, facilitating account administration, and improving operational processes.
On-site
Who We Are Bellwether Investment Management Inc. is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise. At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and c…
