Senior Portfolio Wealth Advisor - Toronto - beBeePortfolioManager

    beBeePortfolioManager
    beBeePortfolioManager Toronto

    3 weeks ago

    $900,000 - $1,200,000 (CAD) per year

    Job title: PIC Portfolio Manager

    Description

    Job Description


    Our organization seeks a seasoned portfolio manager to join our team of trusted advisors. As a PIC Portfolio Manager, you will be responsible for developing client relationships and providing investment counselling integrated into life-based wealth advice and solutions.



    Key Responsibilities:


    • Developing a professional, mutually beneficial relationship between the client and Private Investment Counsel;
    • Closely monitoring client portfolios to ensure optimal profitability is maintained in each relationship (compliance, fees, investment structure within parameters outlined in clients' Investment Policy Statements);
    • >Working with Regional Directors/Market Leads to analyze market opportunities and develop appropriate business development strategies;


    Investment Management:


    greater than
    Taking into account current economic conditions, recommend an asset allocation model based on needs, risk tolerance, short- and long-term objectives;

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