Senior Portfolio Manager
Posted Updated 2
views
Description
This is a remote position.
We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.
Key Responsibilities
- Develop and implement comprehensive investment strategies for high-net-worth clients
- Conduct sophisticated portfolio analysis and risk management
- Build and maintain relationships with institutional investment partners
- Collaborate with clients' other advisors (legal, tax, banking)
- Mentor junior team members and contribute to firm growth
- Stay current with market trends and regulatory changes
Requirements
- CFA or CIM designation or equivalent professional certification
- Minimum 8 years of portfolio management experience
- Experience with high-net-worth clients and complex financial situations
- Strong analytical and communication skills
- Knowledge of Canadian and international investment markets
- Experience with alternative investments and institutional strategies
Benefits
- 100% remote, with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
- Tons of room for growth.