Drive impactful wealth management solutions as an experienced Portfolio Manager. Utilize your skills to manage high-net-worth portfolios and provide holistic financial advice in a high-performing culture.This role involves guiding client relationships with a focus on business development and compliance. You will develop strategies to acquire and deepen client relationships while delivering tailored solutions that integrate investments and planning. Strong integrity and a growth mindset are essential.Key Responsibilities:• Acquire new clients through networking and referrals• Foster long-term relationships with an understanding of client goals• Provide integrated wealth advice and client solutions• Maintain ongoing compliance with relevant regulations• Collaborate across teams to enhance the client experienceRequirements:• 5+ years of discretionary portfolio management experience• CFA charter holder or CIM designation is required• Must meet Portfolio Manager registration requirements • Post-secondary degree in Finance, Business, or Economics• Excellent relationship management and communication skillsLeverage your expertise to deliver exceptional wealth solutions while cultivating strong client relationships.#J-18808-Ljbffr
Experienced Portfolio Manager Driving Client-Centric Wealth Solutions
SCOTIA WEALTH MANAGEMENT
oakville, oakville
Published 27 days ago
Report job