Portfolio Manager - North York, Canada - The Successful Investor

The Successful Investor

Verified Company

North York, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.

Successful Investor Wealth Management ('SIWM') is currently seeking a Portfolio Manager who specializes in
Client
Relationship Management and Portfolio Management Administrative Support.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

KEY RESPONSIBILITIES

Daily monitoring of cash movements and transactions for client portfolios.
Organize and build trade lists, rebalance of client portfolios when required.
Consistent followup in relation to client transactions, to ensure proper processing and minimization of errors.
Provide investment research support to Portfolio Managers.
Develop a relationship of trust with existing and future clients of SIWM, especially our Pooled Fund clients, and be a point of contact.
Manage, maintain, and enhance SIWM's relationships with its clients.
Thoroughly assess each client's unique circumstances, goals, objectives, risk tolerances and constraint.
Effectively communicate SIWM's investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Responsible for Know Your Client and suitability issues.
Conduct all activities within a bestinclass culture of compliance and service.
Seek opportunities to crosssell or upsell to existing clients.
Grow the business by identifying new sales and business development opportunities.
Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
Provide excellent service to maintain a positive reputation for the business.
Resolve any client complaints promptly and professionally.
Participate in and contribute to SIWM's overall growth and strategic vision as well as building the firm brand.
Accomplish department objectives.

REQUIREMENTS (Qualifications, Experience & Skills)

CFA charter holder required.
University Degree.
3 years' portfolio management experience with at least 2 years in a client facing role.
Experience with suitability determinations for clients and "knowyourproduct" analysis.
Registered with Securities Commissions as a Portfolio Manager ("Advising Representative") an asset.
Previous exposure to and experience with Compliance filings and requirements (nice to have).
Familiar with FATCA, FINTRAC, and CASL (nice to have).
Ability to build, foster and maintain positive professional relationships.
Devoted to delivering highquality customer service.
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Able to meet targets and handle a highpressure environment.
Strong relationship management skills.
Excellent influencing skills.
Must possess initiative, be proactive and able to set priorities.

Office is located near Yonge St. and Sheppard Ave. in North York, Toronto.

We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.

Pre-employment reference, credit and criminal background checks are required.