Base salary + incentive-based compensation; not sp...
On-site
Acquire new hnw and uhnw clients
Develop deep, long-term client relationships
Holistic wealth advice
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture
Job Summary
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Whether you are a licensed Portfolio Manager, an emerging Associate Portfolio Manager, or a relationship focused Wealth Manager committed towards becoming registered as an APM then PM, we welcome exceptional candidates who are passionate about serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Access to industry leading training, mentorship, and development.
Matching Summary
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Salary
Base salary and incentive-based compensation; Not specified; Not specified
Skills & Requirements
Must-have
Acquire new HNW and UHNW clients
Develop deep, long-term client relationships
Holistic wealth advice
Adherence with regulatory requirements
Client relationship owner and trusted advisor
Nice-to-have
Purpose driven winning team
Inclusive and high-performing culture
Growth oriented team culture
Respect, collaboration, and client excellence
Key Requirements
CFA charter holder or CIM designation required (PM role)
CIM or CFA Level 1 required (APM role)
CSC required; CIM preferred (WM role)
Minimum 5+ years of discretionary portfolio management experience (PM role)
Post-secondary degree in Finance, Business, Economics, or related field
Must meet all regulatory requirements for registration