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Vp Portfolio Manager Ftcc Jobs

Vp/Portfolio Mgmt Ftcc
By Franklin Templeton At Toronto, Ontario, Canada
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
Vp Portfolio Manager Ftcc
By Franklin Templeton At Toronto, Ontario, Canada
At least three years of relevant portfolio management experience supporting clients in a wealth management team.
What ideal qualifications, skills and experience would help someone to be successful?
Delivering exceptional portfolio management support and advice to our existing and growing book of clients.
What are the ongoing responsibilities of a VP/Portfolio Manager?
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.