Portfolio Manager / Wealth Manager 19000
The Headhunters & TempsAhead
We’re looking for experienced Portfolio Managers / Wealth Managers who can bring their own book of business to a growing financial services firm in Calgary and Saskatchewan.
Our client is a dynamic firm with a strong reputation for delivering exceptional wealth management services. They also manage diversified portfolios for families and high-net-worth investors through their portfolio management arm. The ideal candidate will be responsible for expanding and managing their book of business, offering customized financial advice, and building lasting client relationships.
Portfolio Manager / Wealth Manager responsibilities: Manage and grow a portfolio of high-net-worth clients, providing tailored financial planning and investment management services. Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance. Build strong client relationships, ensuring ongoing satisfaction and trust. Stay up-to-date with market trends to offer expert investment advice. Collaborate with internal teams, including investment research and compliance. Proactively seek new business opportunities to grow your book of business. Maintain compliance with regulatory requirements and uphold high ethical standards.
The successful candidate has: A well-established book of business to bring to the firm. 5+ years of experience in a similar role, such as Portfolio Manager, Wealth Manager, or Wealth Planner. A relevant degree in finance, economics, or a related field. CFA, CFP, CIM, or equivalent certifications. Demonstrated ability to grow and manage a book of business. Strong knowledge of financial markets and wealth management principles. Excellent communication and relationship-building skills. Ability to work independently and collaboratively as part of a team.
Compensation and benefits: Competitive salary based on experience. Opportunities for career growth within a dynamic firm. Comprehensive benefits package, including health, dental, and vision care. Professional development support.
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
Our client is a dynamic firm with a strong reputation for delivering exceptional wealth management services. They also manage diversified portfolios for families and high-net-worth investors through their portfolio management arm. The ideal candidate will be responsible for expanding and managing their book of business, offering customized financial advice, and building lasting client relationships.
Portfolio Manager / Wealth Manager responsibilities: Manage and grow a portfolio of high-net-worth clients, providing tailored financial planning and investment management services. Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance. Build strong client relationships, ensuring ongoing satisfaction and trust. Stay up-to-date with market trends to offer expert investment advice. Collaborate with internal teams, including investment research and compliance. Proactively seek new business opportunities to grow your book of business. Maintain compliance with regulatory requirements and uphold high ethical standards.
The successful candidate has: A well-established book of business to bring to the firm. 5+ years of experience in a similar role, such as Portfolio Manager, Wealth Manager, or Wealth Planner. A relevant degree in finance, economics, or a related field. CFA, CFP, CIM, or equivalent certifications. Demonstrated ability to grow and manage a book of business. Strong knowledge of financial markets and wealth management principles. Excellent communication and relationship-building skills. Ability to work independently and collaboratively as part of a team.
Compensation and benefits: Competitive salary based on experience. Opportunities for career growth within a dynamic firm. Comprehensive benefits package, including health, dental, and vision care. Professional development support.
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
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