Portfolio Manager Wealth Management
Purpose Unlimited
French-speaking Portfolio Manager sought for hybrid work, combining personalised portfolio construction with client-focused investment advisory and growth.Advisor Solutions by Purpose supports independent portfolio management and financial advisory businesses across Canada. This client-facing Portfolio Manager works with Harness Investment Management Inc. to provide discretionary investment management services. The position connects portfolio decisions, partner-firm relationships, service, and business growth.Key Responsibilities:
Serve as advisors’ first call for portfolio and client needsConduct scheduled portfolio reviews and quarterly partner business reviewsBuild personalised portfolios reflecting individual client needsCoordinate trading, product, service, and sales for opportunitiesMeet and exceed growth, retention, and KPI targetsRequirements:
Hold a CFA or CIM designationBring three to five years of client-facing experienceExperience in portfolio management, investment advisory, or wealth managementCommunicate fluently in written and verbal FrenchHold a bachelor’s degree in finance, economics, business, or related fieldApply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.
#J-18808-Ljbffr
Serve as advisors’ first call for portfolio and client needsConduct scheduled portfolio reviews and quarterly partner business reviewsBuild personalised portfolios reflecting individual client needsCoordinate trading, product, service, and sales for opportunitiesMeet and exceed growth, retention, and KPI targetsRequirements:
Hold a CFA or CIM designationBring three to five years of client-facing experienceExperience in portfolio management, investment advisory, or wealth managementCommunicate fluently in written and verbal FrenchHold a bachelor’s degree in finance, economics, business, or related fieldApply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
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