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- Employment type
- Full-time
- Experience level
- Senior · 5+ years
- Minimum education
- Professional degree
- Apply by
- Mar 25, 2027
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Apply on LinkedIn (LinkedIn sign-in required)
Job summary
Support client portfolio management, take direct responsibility for client relationships, and participate in the firm’s asset allocation process. Help ensure portfolios meet clients’ investment objectives and reflect their values, while developing a business growth strategy to attract new clients.
Job details
We seek bright and ambitious investment professionals to join our growing team. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing organization. The candidate will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process. The successful hire will gain valuable experience in ensuring client investment objectives are met and their portfolio reflects their values. The portfolio manager also establishes a business growth strategy that attracts new clients. Qualified candidates must have the following: An aptitude for business development, sales, and entrepreneurial thinking Demonstrated success in building and managing a large client base Excellent interpersonal skills and emotional intelligence Natural relationship building and networking skills Great communicator with excellent presentation abilities Minimum five years’ investment industry experience Undergraduate degree; CIM or CFA (Level 1) required Advising Representative (AR) status within Canada We value the following attributes across our team: Positive and energetic approach to work Demonstrates a high level of integrity Flexible, innovative, and open to change Professional, organized, reliable, and committed to excellence Team oriented, respectful of others, and adds to success Problem solving, sound decision making, and good judgment
What you’ll do
Support client portfolio management, take direct responsibility for client relationships, and participate in the firm’s asset allocation process. Help ensure portfolios meet clients’ investment objectives and reflect their values, while developing a business growth strategy to attract new clients.
Requirements
Requires at least five years of investment industry experience, an undergraduate degree, and CIM or CFA Level 1 credentials, as well as Advising Representative status in Canada. Candidates should demonstrate business development and client-base management success, strong relationship-building and communication skills, and sound judgment.
Listed skills
- Business development · Preferred
- Sales · Preferred
- interpersonal skills · Preferred
- Communication · Preferred
- Problem solving · Preferred
- Decision Making · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Business Development
- Sales
- Entrepreneurial Thinking
- Client Portfolio Management
- Asset Allocation
- Investment Management
- Client Relationship Building
- Networking
- Interpersonal Skills
- Emotional Intelligence
- Communication
- Presentation Skills
- Integrity
- Problem Solving
- Decision Making
- Judgment
Job areas
- Finance & Accounting
- Sales
- Management & Leadership