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Portfolio Manager / Wealth Manager with Existing Book of Business - 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
Shelley Emmett
Senior Recruitment Consultant
Sales
With an impressive 23+ years of experience, Shelley is a seasoned recruiter specializing in the placement of sales professionals in Alberta. She thrives in the fast-paced world of full-cycle recruitment, and has filled all levels of positions, from entry-level to executive. As the former General Manager of a recruitment agency with a national footprint, she brings a wealth of hands-on experience, including building and managing cohesive teams for her own growing business.
Shelley is known for being calm and efficient under pressure—she understands the urgency of her client’s hiring needs and guides them to effective talent solutions. A confident communicator, she builds strong relationships and is dedicated to delivering high-quality service. She is motivated by the satisfaction of making that perfect match and contributing to the success of employers and candidates.
Originally from South Africa, Shelley moved to Canada in 2023. Outside of work, she spends time with her husband and two children, participating in sports and enjoying outdoor activities.
