Wealth Management Portfolio Manager Toronto

Elevate your career with a growing wealth management firm in Toronto as a Portfolio Manager. Focus on building trusted client relationships across affluent wealth segments.

This independent firm operates without the conflicts often found in larger institutions, allowing for a truly client-first approach. As a Portfolio Manager, you will handle portfolios on a fully discretionary basis, integrating financial planning and investment strategies seamlessly. Your role will encompass managing client expectations and ensuring compliance with industry standards.

Key Responsibilities:
• Cultivate deep client relationships across various segments
• Discretionary management of diverse investment portfolios
• Lead onboarding from initial meeting to follow-up review
• Convey portfolio insights and updates during market changes
• Collaborate on financial planning within the team

Requirements:
• 3-5 years experience in a clien...

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Submit your application today and join our talented team at Oakbridge Search Partners.

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