Senior Portfolio Consultant Managed Accounts
Canada Life Group
Portfolio suitability and approval expertise define this Senior Portfolio Consultant role with Canada Life in Toronto, Ontario. Support advisors across IPC programs.As a Senior Portfolio Consultant, you will support IPC Private Wealth and IPC One managed account programs. You will advise securities advisors, review proposed portfolios, and help meet regulatory requirements. The work emphasizes discretionary wealth management solutions without independently selecting securities.Key Responsibilities:
Build trusted relationships with IPC securities advisorsReview, approve, modify, or decline proposed portfoliosAssess suitability, IPS alignment, diversification, and riskSupport governance activities, monitoring, and committee reportingImprove program effectiveness and advisor support processesRequirements:
Minimum five years’ relevant wealth management experienceKnowledge of portfolio construction and asset allocationExperience assessing suitability, IPS, and regulatory standardsBachelor’s degree and CFA or CIM designationCIRO Portfolio Manager approval or eligibility requiredBring portfolio analysis, sound judgment, and advisor communication skills to Canada Life’s IPC Private Wealth and IPC One programs.
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Build trusted relationships with IPC securities advisorsReview, approve, modify, or decline proposed portfoliosAssess suitability, IPS alignment, diversification, and riskSupport governance activities, monitoring, and committee reportingImprove program effectiveness and advisor support processesRequirements:
Minimum five years’ relevant wealth management experienceKnowledge of portfolio construction and asset allocationExperience assessing suitability, IPS, and regulatory standardsBachelor’s degree and CFA or CIM designationCIRO Portfolio Manager approval or eligibility requiredBring portfolio analysis, sound judgment, and advisor communication skills to Canada Life’s IPC Private Wealth and IPC One programs.
#J-18808-Ljbffr
Vacancy posted 7 hours ago
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