Portfolio Manager

TriCert Investment Counsel Inc.

Ontario

Hybrid work

Permanent, Full-time

Full Job Description

TriCert Investment Counsel, formerly Independent Accountants’ Investment Counsel Inc. (IAIC) is a registered portfolio management firm founded in 1999, managing over $2.

5 billion in assets under management (AUM) for thousands of households across all ten Canadian provinces and the Yukon Territory.

At TriCert Investment Counsel, we are investors, not traders. Our QSect approach utilizes a quality, sector-based methodology, matching a client’s risk tolerance with a tailored portfolio to meet goals while aiming to provide comfort to clients through volatile markets.

Taking a holistic view of our clients’ financial affairs, together with the tax plan, financial plan, and broader financial landscape, we tailor solutions unique to our clients.

The financial plan’s goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency, and deliver results.

Note : This role works primarily from home, with frequent travel to client locations in Ontario. Periodic travel to TriCert’s office in Waterloo may also be required.

Duties and Responsibilities :

As Portfolio Managers, TriCert Investment Counsel manages investment portfolios for families, individuals, private companies, estates, and trusts.

As a result of ongoing growth, we are seeking a Portfolio Manager to perform the following tasks :

Evaluate client objectives and risk tolerance, formulate investment solutions based on client circumstances, and develop and execute appropriate Investment Policy Statements.

This involves collecting client personal information, determining asset allocation, and addressing special needs and liquidity requirements.

Assess securities for in-kind transfer due to capital gain / loss reasons, evaluate segregated stocks and bonds for classification, suitability, and implementation strategies.

Review credit quality and duration of fixed income investments, and analyze industry, sector, and country allocation concerning equity investments.

• Communicate and elucidate our investment strategy to clients, covering management styles, TriCert’s strategic and tactical views on markets and the economy, and overall portfolio performance.
• Perform ongoing client reviews including discussion of portfolio performance, periodic reviews of appropriateness of objectives, tax situations and cash flow needs.
• Examine and assess economic and market trends, earnings prospects, financial statements, and various other indicators and factors to determine suitable investment strategies.
• Monitor financial media and keep track of market trends, opportunities, risks, and new investment products.
• Responsible for understanding and applying all TriCert Investment Counsel’s policies and procedures.
• Proactive in identifying opportunities to improve processes or creating efficiencies related to the Portfolio Management practice.
• Champion a high-performance environment and contribute to an inclusive work environment.

Requirements :

• Hold a bachelor’s degree in finance / accounting or a related field. A master’s degree in finance is advantageous, but not required.
• Possess 5+ years of experience in Investment and Portfolio Management, specifically delivering discretionary investment management services to high-net-worth clients.
• Must be registered or could become immediately registered with the appropriate provincial securities commission as an Advising Representative.
• CFA charter is ideal.
• CIM coupled with several years of quality investment industry experience may be acceptable.
• Have broad-based business experience, supporting and collaborating in the wealth space and delivering services to external clients.
• Possess knowledge and understanding of macro-economics and their potential financial impact on clients’ investment portfolios.
• Ability to articulate the firm’s macro view of the economy, markets, and global issues, incorporating this perspective into the firm’s capital market return assumptions and advice regarding clients’ investment goals and strategies.
• Demonstrate strong presentation, writing, and interpersonal skills, with the ability to communicate complex portfolio concepts to diverse audiences.
• Effectively manage the expectations of a diverse and demanding client base.
• Have experience using financial analysis software.
• Exhibit outstanding analytical and problem-solving skills.
• Demonstrate excellent time management attributes.
• Display a high level of ownership and accountability.

Why work for us?

• Competitive wage
• Opportunity to grow in the role, with the team, and within the organization.
• Rewarding career with a growing organization.
• Flexible hybrid work environment.
• Extended health, dental and vision care.
• Profit sharing.
• Training opportunities.
• Paid professional designations.

If you are interested in a position with a successful and growing organization, please submit your resume to [email protected].

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request.

This job posting is available in an accessible format upon request.

We thank all candidates for their interest; however only those candidates selected for further screening will be contacted.

Job Types : Full-time, Permanent

Benefits :

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Paid time off
• Profit sharing
• Vision care
• Work from home

Flexible Language Requirement : French not required.

Schedule :

• 8 hour shift
• Day shift
• Monday to Friday
• Overtime

Application question(s) :

• Are you registered or have the ability to become immediately registered with the appropriate provincial securities commission as an Advising Representative?
• What is your annual salary expectation?
• Are you available to travel to client sites as needed?

Education : Bachelor’s Degree (required)

Experience : Investment and Portfolio Management : 5 years (required)

Work Location : On the road

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