Our client, a highly respected Canadian firm specializing in investment management and multi-family office services, is seeking a Portfolio Manager or Associate Portfolio Manager (depending on registration status) with direct client relationship management experience. The successful candidate will serve as a trusted advisor, delivering comprehensive wealth planning and investment management solutions to support clients in achieving their unique financial goals.
As the firm’s primary point of contact for clients, the successful incumbent will be responsible for developing and managing both new and existing client relationships. The role involves providing strategic guidance across a broad range of wealth management areas, including estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance, and investment management.
Committed to excellence and a personalized appro...