French Portfolio Manager Client Advisory
Purpose Unlimited
French-speaking portfolio management professional needed for hybrid work, delivering advisor service, discretionary investing, and measurable relationship growth.At Advisor Solutions by Purpose, the Portfolio Manager supports independent advisory businesses and their clients across Canada. The position combines client-facing investment advisory with proactive partner-firm service and personalised portfolio construction. Success includes coordinating internal resources while meeting growth, retention, and KPI expectations.Key Responsibilities:
Provide proactive check-ins for advisors and partner firmsReview portfolios with clients and conduct quarterly business reviewsPersonalise portfolios rather than relying on templated allocationsPull together teams to win and grow complex mandatesResolve complaints and protect partner relationshipsRequirements:
CFA or CIM designation requiredThree to five years in client-facing wealth managementPortfolio management or investment advisory experienceFluent written and verbal French communication skillsDemonstrated record of exceeding KPIs and bachelor’s degreeBring French fluency, investment advisory experience, and proactive service skills to strengthen Purpose partner-firm relationships.
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Provide proactive check-ins for advisors and partner firmsReview portfolios with clients and conduct quarterly business reviewsPersonalise portfolios rather than relying on templated allocationsPull together teams to win and grow complex mandatesResolve complaints and protect partner relationshipsRequirements:
CFA or CIM designation requiredThree to five years in client-facing wealth managementPortfolio management or investment advisory experienceFluent written and verbal French communication skillsDemonstrated record of exceeding KPIs and bachelor’s degreeBring French fluency, investment advisory experience, and proactive service skills to strengthen Purpose partner-firm relationships.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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