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Portfolio Manager / Wealth Manager 19000
Calgary, AB T CA | Work from home flexibility TELECOMMUTE CA
Job Description
Our client is a dynamic firm with a strong reputation for delivering exceptional wealth management services. They also manage diversified portfolios for families and high-net-worth investors through their portfolio management arm. The ideal candidate will be responsible for expanding and managing their book of business, offering customized financial advice, and building lasting client relationships.
Portfolio Manager / Wealth Manager responsibilities:
- Manage and grow a portfolio of high-net-worth clients, providing tailored financial planning and investment management services.
- Develop personalized wealth management strategies based on clients' goals, needs, and risk tolerance.
- Build strong client relationships, ensuring ongoing satisfaction and trust.
- Stay up-to-date with market trends to offer expert investment advice.
- Collaborate with internal teams, including investment research and compliance.
- Proactively seek new business opportunities to grow your book of business.
- Maintain compliance with regulatory requirements and uphold high ethical standards.
The successful candidate has:
- A well-established book of business to bring to the firm.
- 5+ years of experience in a similar role, such as Portfolio Manager, Wealth Manager, or Wealth Planner.
- A relevant degree in finance, economics, or a related field.
- CFA, CFP, CIM, or equivalent certifications.
- Demonstrated ability to grow and manage a book of business.
- Strong knowledge of financial markets and wealth management principles.
- Excellent communication and relationship-building skills.
- Ability to work independently and collaboratively as part of a team.
Compensation and benefits:
- Competitive salary based on experience.
- Opportunities for career growth within a dynamic firm.
- Comprehensive benefits package, including health, dental, and vision care.
- Professional development support.
Only candidates already eligible to work in Canada will be reviewed. Only qualified candidates will be contacted.
Meet Your Recruiter
Cam Macmillan
Managing Director & Co-Founder
Recruiting Specialty: Executive Search & Operations
Cam is passionate about developing world-class teams. That is what he has done as Managing Director and Co-Founder at The Headhunters, and that is what he helps others to do. Cam's clients—a range of Fortune 500 through to owner-managed companies—know him as a strong leader, someone with an extensive network of top talent who delivers on his promises.
Throughout his far-reaching career, Cam has managed manufacturing teams in North America, retail crews, government teams with an international scope, and professional services organizations in Western Canada. Because he understands that great enterprises are made up of people who strive to reach their own full potential every day, his mission is to inspire people to achieve excellence. As an expression of that commitment, Cam sits on the board for the ThresholdImpact Venture Mentoring Service at the University of Alberta and actively mentors entrepreneurs inspired by those who came before him.
Cam is active in the entrepreneurial community throughout Western Canada and has been a member of the Entrepreneurs’ Organization in Vancouver. He is passionate about giving back, and in-line with this value he co-founded ClubNeed, an organization focused on creating unique adventure travel experiences while giving back to communities in Central America. He also volunteers with the Northern Alberta YMCA. Cam is the proud father of three, and is an active cyclist, runner and skier. He has completed a number of marathons, Gran Fondos and triathlons, including Ironman Florida.
