Job Title

My Client is seeking for an experienced Portfolio Manager who wants to join a fast-growing Portfolio Management firm servicing high-net-worth clients in Canada! The perfect candidate will oversee clients, provide tailored financial guidance, foster long-term client relationships, and grow the client base over time.Portfolio Manager responsibilities:Manage 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:Is currently licensed as a Portfolio Manager in Canada.3+ years of experience in a similar role.CFA or CIM Designation (CFP is a plus)Demonstrated ability to manage and grow a book of business.Strong knowledge of financial markets and wealth management principles.Excellent communication and relationship-building skills.Attention to Detail & Accuracy: Strong analytical skills with the ability to review work thoroughly, assess compliance risks, and ensure precision in all documentation and filings.Proactive Reporting: Ability to anticipate compliance needs, provide timely updates, and escalate potential issues before they become problems.Organizational Skills: Ability to manage multiple regulatory deadlines, keep detailed records, and ensure timely completion.Ethical Judgment: High level of integrity and discretion in handling sensitive compliance matters.Adaptability & Learning Ability: Strong willingness to learn new regulations, adapt to evolving compliance frameworks, and continuously improve processes.Compensation and benefits:Competitive salary based on experience with bonus and variable compensation.Opportunities for career growth within a dynamic firm.Comprehensive benefits package, including health, dental, and vision care.Professional development support.I would like to thank all the candidates in advance, due to the large volume applicants only the short-listed candidates will be contacted.Please do stay connected on LinkedIn for future opportunities