Description
Business Partner and Portfolio Manager, Private Wealth-HYBRID
Full-Time, PERM
Location : Mississauga - Working Hybrid 2 times per week in office
Hours : Monday-Friday 8 : 30am-5 : 00pm
Salary : Up to $200K Base Salary $100K + Variable Compensation around $100K + Benefits
Our client is one of the fastest growing independent wealth management companies in Canada.
Our client is currently seeking a Business Partner / Portfolio Manager, Private Wealth, someone who is eager and passionate about transitioning into a Portfolio Manager position.
Someone who is solution focused, knowledgeable in the investment industry, motivated to cultivate and manage relationships with high net worth clients.
PERKS :
- Extended Health Care Benefits
- Pension
- Share Purchase Plan
- Corporate Discount Plans
- Social Events
- Summer Hours
- 3 Weeks Vacation
- 3 Wellness Days
- Hybrid Working Environment
- Excellent support in providing industry-leading training to help you succeed in your role
- Community involvement opportunities
- Great recognition : kudos, all-star program, rising star, and the circle of excellence
- Leadership teams that know your name
Responsibilities
- Build and maintain relationships with high net worth clients
- Manage and maintain client annual review schedule keeping stakeholders informed
- Effectively manage marketing efforts for Private Wealth sales including with Advisor recognition and rewards
- Prepare proposals and accompanying investment policy statements
- Keep internal stakeholders informed of the progress of client’s business and program details
- Facilitate on-site events including Accreditation and Due Diligence for new advisors
- Identify and propose improvements to the Private Wealth program utilizing a continuous improvement approach
- Managing internal department sales, pipeline reporting, and expense filing
Skills Required
- English at a professional level (spoken / written)
- Proven creative problem-solving approach and strong analytical skills
- Proficiency with Morningstar Direct, Salesforce or other CRM software is an asset
- Proficiency in Office 365
- Relationship-building skills with a commitment to establishing long-term relationships
- Ability to acknowledge and own inquiries through to resolution
- Exceptional verbal and written communication skills with ability to effectively communicate with various audiences at all levels of the organization
- Process-driven with ability to use strong organizational skills
- Ability to prioritize and multitask effectively to deal with tight deadlines and competing priorities in a fast-paced environment
- Ability to think critically and use sound judgment
Qualifications
Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP) designation is an asset
Experience Requirements
5+ years financial services experience specifically investment management and / or retail advisor experience with offering managed money
Education Requirements
- Bachelor’s degree, preferably with a specialization in business or marketing or a related field
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