Portfolio Manager

We seek bright and ambitious investment professionals to join our growing team. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing organization. The candidate will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process. The successful hire will gain valuable experience in ensuring client investment objectives are met and their portfolio reflects their values. The portfolio manager also establishes a business growth strategy that attracts new clients.Qualified candidates must have the following:An aptitude for business development, sales, and entrepreneurial thinkingDemonstrated success in building and managing a large client baseExcellent interpersonal skills and emotional intelligenceNatural relationship building and networking skillsGreat communicator with excellent presentation abilitiesMinimum five years’ investment industry experienceUndergraduate degree; CIM or CFA (Level 1) requiredAdvising Representative (AR) status within CanadaWe value the following attributes across our team:Positive and energetic approach to workDemonstrates a high level of integrityFlexible, innovative, and open to changeProfessional, organized, reliable, and committed to excellenceTeam oriented, respectful of others, and adds to successProblem solving, sound decision making, and good judgment