Portfolio Manager

Description:

We are currently seeking a Wealth Advisor & Portfolio Manager to join our team in Toronto. You will primarily be providing financial advice to our clients. We have an amazing work culture that is collaborative and supportive with lots of opportunity to grow.

What You Will Do

• Delivering investment advice to our clients through phone, email, and chat
• Collaborating with team members to coordinate and improve delivery of investment and financial advice
• Contributing to various initiatives

What You Will Bring

• At least 3 years of experience providing investment and financial advice
• CFP
• CFA or CIM designation
• Ability to be registered as an Advising Representative under section 3.11 NI 31-103
• Thrive in a dynamic work environment
• Proficient with technology and have a basic understanding of Microsoft Office, Dropbox, Slack, and G Suite