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Job Title: Director, Client Management/ Associate Portfolio Manager - Institutional ( ID: C8498 )
Career Category: Business Development, Capital Markets, Client Development, Finance, Financial Services, Investments, Wealth Management
Posted Date: 2019-04-17
Location: Toronto
Our client, one of Canada’s leading independent investment firms, is seeking a Director, Client Management/ Associate Portfolio Manager - Institutional to join their Toronto office. The role will be within the Institutional Management group.

In this role the successful candidate would work in a team based environment, with a focus on expanding the client’s institutional clientele in the GTA and Ontario area. Using your relationship building and business development skills, you will be responsible for identifying and developing new clients. You will service those clients and demonstrate your commitment to growing and developing these clients.


You are the ideal candidate if you:
• Have an entrepreneurial spirit
• Have a gift for relationship building
• Have proven business development and sales skills
• Have a strong referral network
• Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services.
• Experience in providing legal (tax, estate planning)/accounting/financial planning services will be considered.
• Experience and contacts in the endowment fund, financial consulting business are considered an asset.
• Knowledge of foundations, religious congregations and endowments would be an asset

If this describes you, and you are interested in embarking on a new, exciting career, and joining a prestigious organization that provides an extremely lucrative compensation package, send us your details.



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