Registered PM – Private Wealth Management (5+ YRS Experience)

Registered PM – Private Wealth Management (5+ YRS Experience)

Toronto, Canada

Full Time

Our client, Canada's leading investment firm with over $10B in AUM, is looking to hire a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.

Our Client

• Track record of delivering low risk growth of capital for more than 60 years.
• Strong fiduciary culture, with long history of advocating for good governance and minority shareholder rights.
• Strong in‐house global equity and fixed income research team.
• Team based approach to growing and building the firm’s client base.

Requirements

• MUST HAVE Registered investment professional designation such as the CFA charter or Chartered Investment Manager (CIM) Designation.
• MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.
• Strong referral network
• Experience in providing legal/accounting/financial planning services to high net worth clients will be considered.
• Experience and contacts in the endowment fund, financial consulting business are considered an asset.
• Strong knowledge of global financial markets
• Excellent presentation and communication skills – both verbal and written
• Experience in managing segregated portfolios
• Demonstrated PC literacy Academic/Professional Designation
• Undergraduate or graduate degree in a related field, preferably in Finance

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