PORTFOLIO MANAGER FULL-TIME CANADA Multiple roles available! First year salary from $100K-$200K! Uncapped earning potential! Are you driven, ambitious, and charismatic? Do you want to take home a bigger cut from your hard work? Do you have a loyal client base that will follow you? The Company Our client is a strong and steady firm in investment management services with a reputation for their tailored solutions with personalized portfolios. Looking to expand, they want to grow the team and bring into investment professionals to drive long-term success. If you want to own your book of business, work independently but still have weekly collaboration and administrative tasks covered, this is a great opportunity for you. Company Perks and Rewards Fair and Competitive compensation Uncapped earning potential Own your own book of business No annual quota, set your own targets Registration and education costs covered Choose your own work model Remote, hybrid, or in-office Extensive health benefits Growth opportunities Potential equity ownership Independence and collaboration Back office/admin support Fantastic company culture And more! The Job! As a Portfolio Manager, you act as an independent entity under the firms banner, and you will: Manage book of business consisting of client portfolios Create personalized solutions for each client based on their needs Handle day-to-day activities and working plans Maintain consistent and professional communications with clients Conduct business with discretion and good judgment Provide sound advice to clients on their wealth management options Optimize tax and estate planning to enhance and maintain wealth Develop financial plans tailored to clients goals Review and analyze data and metrics, providing reports and updates to clients Facilitate meetings as required to discuss portfolio performance Advise on investment opportunities and products Collaborate with assistant(s) to manage information and documents Prospect new clients to grow your book of business Maintain strong relationships with clients What you bring to the job You are smart, respectful, friendly, and ambitious with equipped with integrity. You thrive as a professional in financial services with a consistent, proactive and self-motivated approach. You can set targets and achieve them without prompting. You enjoy challenging yourself and striving to do better and better. You also have: Post-secondary education in finance or a similar field Certification as Certified Financial Planner (CFP) Registered or close to registration with OSC or CIRO Experience managing investment portfolios and transactions Knowledge of securities, insurance, mutual fund industries, etc. Effective research skills and knowledge of market news and insights An established book of business with loyal clients Experienced and proficient with financial planning tools/software Strong communication skills, both written and verbal Excellent interpersonal and relationship-building skills Qualified job seekers are asked to apply with attention to Rhiannon Bodman. Reference #13275 I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role! Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability. You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram and Facebook for job searching tips and other updates.
Job Title
Portfolio Manager