Related skills
compliance portfolio management cfa client relationship management investment advisory📋 Description
- Lead a team of licensed portfolio managers supporting clients we manage.
- Coach and develop entry-level portfolio managers.
- Oversee digital portfolio management systems and related processes.
- Manage high-value client relationships and complex situations.
- Supervise and approve exceptions to policies and advisor requests.
- Collaborate with investment research, product, and compliance on projects.
🎯 Requirements
- Licensing: Unrestricted Portfolio Manager license; CFA or CIM designation.
- 4+ years discretionary client experience.
- At least 2 years people management experience.
- Strong leadership, client relationship, and communication skills.
🎁 Benefits
- Top-tier health benefits and life insurance
- Long-term savings with employer match
- 20 vacation days + 4 wellness days per year
- 90 days away program: work outside Canada up to 90 days
- Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
- Remote-first team across North America
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