tsinetwork

Portfolio Manager

North York, Ontario

Sponsorship not specifiedDetected 20 days ago

ExpressBusiness DevelopmentCustomer SupportCommunicationAdaptability

About the role

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.
Successful Investor Wealth Management ('SIWM') is currently seeking a Portfolio Manager who specializes in Client Relationship Management.
With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWM's investment process and philosophy.

Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
Manage, maintain, and enhance SIWM's relationships with its clients.
Provide excellent service to maintain a positive reputation for the business.
Manage daily operations of a small customer service team.
Ability to build, foster and maintain positive professional relationships.
The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWM's private clientele.

University Degree.
Completion of the Canadian Securities Course required.
Experience with suitability determinations for clients and "know-your-product" analysis.
5 years' experience with at least 3 years in a client-facing role.
A team player with excellent communication skills, computer proficiency and high level of professionalism.

Registered with Securities Commissions as a Portfolio Manager ("Advising Representative")

After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.
As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.
Participate in and contribute to SIWM's overall growth and strategic vision as well as building the firm brand.

To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.
We are an established wealth management firm with 20+ years' experience in independent portfolio management with assets under management of $1 billion and growing.

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