Client Portfolio Manager
Guardian Capital Advisors
Bring your book. Grow your business. Deliver an exceptional client experience.We are seeking an established
Client Portfolio Manager
with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations
to join our team in Toronto, Calgary, or Vancouver .This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.What you'll do:
Manage and grow an established book of high-net-worth clientsDeliver customized portfolio management and wealth planning solutionsLeverage your network to generate new business opportunitiesCollaborate with a team of Portfolio Managers, Analysts, and AssociatesBuild and strengthen relationships with accountants, lawyers, and other professional advisorsParticipate in client events, thought leadership initiatives, and business development activitiesWhat you bring:
An established and portable book of businessProven success managing high-net-worth client relationshipsStrong expertise in portfolio construction, asset allocation, and capital marketsExceptional relationship management and business development skillsReady to take your practice to the next level?
Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
#J-18808-Ljbffr
Client Portfolio Manager
with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations
to join our team in Toronto, Calgary, or Vancouver .This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.What you'll do:
Manage and grow an established book of high-net-worth clientsDeliver customized portfolio management and wealth planning solutionsLeverage your network to generate new business opportunitiesCollaborate with a team of Portfolio Managers, Analysts, and AssociatesBuild and strengthen relationships with accountants, lawyers, and other professional advisorsParticipate in client events, thought leadership initiatives, and business development activitiesWhat you bring:
An established and portable book of businessProven success managing high-net-worth client relationshipsStrong expertise in portfolio construction, asset allocation, and capital marketsExceptional relationship management and business development skillsReady to take your practice to the next level?
Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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