Salary Range: $100,000 - $140,000
We are looking for a proactive, detail-oriented, and analytical professional who thrives in a fast-paced, investment-focused environment. The ideal candidate takes ownership and accountability for day-to-day portfolio needs, executes trades with precision, ensures alignment with portfolio mandates, and contributes to process improvements and being a team player. Strong communication, relationship-building, and organizational skills, along with a collaborative and client-focused mindset, are essential.
Responsibilities:
- Execute equity, fixed income, and FX trades across client accounts, monitoring security prices to support timely entry and exit decisions aligned with Portfolio Manager direction.
- Invest incoming funds and rebalance portfolios while analyzing diversification and identifying allocation drift.
- Perform equity analysis to support portfolio strategy and investment decision-making.
- Manage day-to-day portfolio administration, including onboarding support for new and transferring clients.
- Prepare customized client reports, portfolio reviews, market updates, and financial summaries.
- Assist in the development and presentation of investment proposals for prospective clients.
- Communicate with clients regarding trades, portfolio activity, and market developments.
- Participate in special projects such as large-scale account transfers, tax-loss selling, and mandate reviews.
- Provide ad hoc support to Portfolio Managers as needed.
Skills & Qualifications:
- Licensed as a Registered Representative under CIRO.
- Minimum of 5 years of relevant investment or wealth management experience.
- Strong understanding of portfolio management, market fundamentals, and risk management.
- Excellent communication and interpersonal skills;
- Excellent organizational skills, with a strong attention to detail;
- Positive, proactive attitude and ability to work both independently and collaboratively with team members and clients at different levels.
- Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
- Strong organizational skills with the ability to multi-task and work under pressure.
- Knowledge of Dataphile, netx360, Envestnet, Maximizer or Salesforce is an asset.
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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
