Client Portfolio Manager

At The RaeLipskie Partnership, we make a difference in people’s lives; both in our clients and our team. In order to have happy and satisfied clients we believe we must have happy and satisfied people working here. Our people have a passion for the work they do and a desire and skills for client care.

Reporting To : President & Chief Operating Officer, Brian Lipskie

Rae & Lipskie Investment Counsel Inc. (operating as The RaeLipskie Partnership) is a dynamic and rapidly growing wealth management firm with client assets under management in excess of $1 billion. Our focus is to provide fee-only discretionary portfolio management helping our clients achieve their long-term wealth, succession, retirement, and charitable giving objectives. We work closely with our clients, along with their taxation, estate planning, and insurance advisors, delivering a holistic solution and client experience. Our people have a passion for the work they do as well as a desire, and the skills, for exceptional client care. We focus on Trust. Experience. Integrity.

The RaeLipskie Partnership has an exciting opportunity for a trusted, experienced, and motivated portfolio manager / advising representative who enjoys working in a progressive, team-based, financial services environment. Preference will be given to candidates with established client relationships along with a proven record of investment research and an ability to market for new clients.

Position Summary / Essential Functions :

• Manage existing client portfolios on a discretionary basis within firm guidelines and ensure ongoing implementation of client policies and objectives and maintain regular and direct communication, building strong relationships.
• Independently, and as part of our team, develop new client relationships.
• Contribute to the firm’s research and decision-making process.
• Support and lead business initiatives and assist in strategic and key client events across the business.

Education / Job Specifications :

We Will Only Consider Applications That Apply As Directed :

The RaeLipskie Partnership is committed to accessibility in employment and ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, The RaeLipskie Partnership will endeavor to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.

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