Canada | Remote
They will hire in any Canadian province.
Flat fee of 16K
This role is commission only they will pay 70/30, the candidate must have a portfolio/book of at least 10 million to make sense.
Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM). They will also take a Financial Planner (CFP) that will want to get their CIM in the future.
This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique environment that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.
Please note: This is not a succession opportunity. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations.
Key Responsibilities
** They will not sponsor someone to move to Canada, they need to already live in Canada and have an existing portfolio in Canada.
** They need to be a Canadian Citizen, be a Canadian Permanent Resident or have a Canadian Work Permit.
Senior Portfolio Manager • Toronto, Ontario, Canada
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