Role details

Associate Portfolio Manager

Halifax   •  Permanent

Bullet points

  • Associate Portfolio Manager or Portfolio Manager
  • Wealth Management

About Our Client

One of the leading actor in Wealth Management

Job Description

In direct collaboration with a team of experts, you will have to:

  • Maintain and develop strong relationships with existing client
  • Understand their needs on their life based objectives
  • Develop investment activities and strategies in order to enhance investment opportunities in collaboration with a team of experts
  • Manage the client's Financial Plan and strategy and participate in the monitoring of his asset
  • Develop and manage the organization's business plan : sales targets for future and existing clients
  • Have an exceptional knowledge of finance and wealth management
  • Offer an outstanding experience to your clients

The Successful Applicant

  • Master's degree in Commerce, Business Administration, Finance or Economics
  • Strong oral and written communication skills
  • Very high level of attention to detail and accuracy
  • CFA or CIM
  • CSC
  • Need to be registered on the Manitoba Securities Commission

What's on Offer

  • Competitive Base, Bonus & Benefits
  • High experienced support team
  • High potential growth opportunity

Apply for this job

Click the Apply or LinkedIn button below or contact Thomas Blondel quoting job reference 1187950
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