Experienced Portfolio Manager With Q Wealth
QWealth Partnership
Grow your practice with Q Wealth as an experienced Portfolio Manager in Saskatoon. Leverage your existing client base while receiving robust operational and planning support to thrive.
This role is ideal for established professionals transitioning to full registration. At Q Wealth, you will collaborate with Financial Planners and Wealth Advisors, integrating investment strategies into comprehensive financial solutions. You will spend more time building client relationships, supported by dedicated operations teams and innovative tools.
Key Responsibilities: - Lead Know Your Client meetings with clear documentation - Build long-term relationships based on trust and transparency - Create tailored asset mixes in line with client mandates - Conduct annual KYC updates and suitability reviews - Collaborate with Financial Planners on investment strategies
Requirements: - Registration or eligibility for Associate Advising Representative - Strong focus on fiduciary responsibilities - Excellent communication skills with clients and colleagues - Interest in firm-wide investment decision-making
Bring your financial expertise to Q Wealth and enhance your portfolio management career.#J-18808-Ljbffr
This role is ideal for established professionals transitioning to full registration. At Q Wealth, you will collaborate with Financial Planners and Wealth Advisors, integrating investment strategies into comprehensive financial solutions. You will spend more time building client relationships, supported by dedicated operations teams and innovative tools.
Key Responsibilities: - Lead Know Your Client meetings with clear documentation - Build long-term relationships based on trust and transparency - Create tailored asset mixes in line with client mandates - Conduct annual KYC updates and suitability reviews - Collaborate with Financial Planners on investment strategies
Requirements: - Registration or eligibility for Associate Advising Representative - Strong focus on fiduciary responsibilities - Excellent communication skills with clients and colleagues - Interest in firm-wide investment decision-making
Bring your financial expertise to Q Wealth and enhance your portfolio management career.#J-18808-Ljbffr
Vacancy posted 5 hours ago
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