Portfolio Advisor Jobs

Day-to-day bookkeeping and full-cycle accounting

Preparing payroll and accompanying entries

Producing reporting on a monthly and quarterly basis and contributing to ad-hoc financial analysis and special projects

Reviewing and preparing regular government reporting

Coordinating and advising on grants, tax credits and other financing opportunities and working with external partners on the files.

At least three years of relevant portfolio management experience supporting clients in a wealth management team

Delivering exceptional portfolio management support and advice to our existing and growing book of clients.

Collaborating with the customer experience team to ensure that clients are onboarded in a smooth and seamless way;

Certified Financial Planner (CFP) and/or Canadian Investment Manager (CIM) designation would be considered an asset .

Prior experience managing high net worth clients in a servicing/sales capacity

Strong analytical and relationship building skills

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Discretionary portfolio management platform; and

Be fully licensed (securities/mutual funds and US license is an asset).

Work well both independently and in a team environment.

May be at all various stages of one’s career including retiring PM’s and advisors.

A full suite of technology;

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

Modern HQ location within walking distance from Union Station

Flexible & Hybrid Work Program

Employee Share Purchase Program (ESPP)

Demonstrated experience in planning and project management.

Knowledge of project management principles and methodologies.

Knowledge of quality improvement processes and tools.

Demonstrated ability to manage challenging and competing demands within a limited timeframe.

Excellent written and oral communication skills coupled with the ability to write or edit high quality business documents.

Strong planning, critical thinking and analytical skills.

Five years of experience in U.S. equity portfolio management and/or equity research (or similar).

Collaborate with Multi-Asset Advisory & Portfolio Practice Management colleagues to provide holistic portfolio management advice and leverage portfolio analysis tools.

Bachelor's Degree (or higher level education) and CFA Charterholder (or currently working towards obtaining).

Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear, relevant and timely advice.

Current registration as a Portfolio Manager with relevant regulatory bodies.

Experience combining fundamental, quantitative and technical equity analysis techniques.

Strong time-management and interpersonal skills, and the ability to consistently meet deadlines

Being responsible for the management and administration of the existing book of business;

Reviewing tax installments, scheduled contributions/withdrawals, RIF/LIF payments, RESP grants, and management fees;

Advanced skills and experience with Salesforce

Reporting and supporting the portfolio managers and referring advisors;

Preparing regular reports and client presentations to assist the portfolio managers;