Registered PM – Private Wealth Management (5+ YRS Experience)

Our client, Canada's leading investment firm with over $10B in AUM, is looking to hire a a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.

Our Client

- Track record of delivering low risk growth of capital for more than 60 years.

- Strong fiduciary culture, with long history of advocating for good governance and minority shareholder rights.

- Strong in‐house global equity and fixed income research team.

- Team based approach to growing and building the firm’s client base.

Requirements

- MUST HAVE Registered investment professional designation such as the CFA charter or Chartered Investment Manager (CIM) Designation.

- MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.

- Strong referral network

- Experience in providing legal/accounting/financial planning services to high net worth clients will be considered.

- Experience and contacts in the endowment fund, financial consulting business are considered an asset.

Skills/Competencies/Attributes

- Strong knowledge of global financial markets

- Excellent presentation and communication skills – both verbal and written

- Experience in managing segregated portfolios

- Demonstrated PC literacy Academic/Professional Designation

- Undergraduate or graduate degree in a related field, preferably in Finance