Senior Portfolio Manager
- Permanent
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
- Manage and grow your existing portfolio of high-net-worth clients.
- Develop customized investment strategies tailored to each client's financial goals and risk tolerance.
- Deliver exceptional client service while building long-term trusted relationships.
- Continue expanding your practice through business development and referrals.
- Collaborate with internal specialists to provide comprehensive wealth planning solutions.
- Ensure compliance with all regulatory and industry requirements.
** 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.
CIM qualified,Wealth Management
- Canadian Investment Manager (CIM) designation or Certified Financial Planner (CFP).
- Minimum of 5 years of portfolio management or discretionary investment management experience.
- An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.
- Demonstrated success in growing assets under management.
- Strong business development, relationship management, and client service skills.
- An entrepreneurial mindset with a passion for delivering exceptional client outcomes.
- If the candidate is in Quebec, they must speak French.