We strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Role Specifications
Flexible Work Arrangements - Hybrid Work Environment

Providing peace of mind for all of life.

We are a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration. Our team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Growing our clients financial future requires looking beyond the numbers, offering a human approach, and a commitment to relationship building.

The opportunity

We are an organization with an engaged branch network and unique growth opportunity. We provide discretionary portfolio management as well as a range of financial planning, products, and services. Our clients trust us with their financial futures through a thorough understanding of their needs, a focus on providing appropriate solutions, and a dedication to keeping them informed. Our team is highly collaborative, and we pride ourselves on doing what is best for our clients above all else. We are currently in an exciting growth phase and have an exciting path forward with a new digital strategy and brand integration in our future.

Key deliverables

Build relationships. Financial advisement. Client centric execution. United collaboration

· Build and maintain strong long-term relationships with discretionary high net worth clients and small institutional clients through exceptional service and strong communication that ensures customer retention and leads to customer advocacy.

· Continually elevate the client experience through collaboration and input into Client Service Delivery Model and processes to execute consistently.

· Partner with our in-house financial planners, outside experts (legal, accounting, tax) and the clients advisors to provide clients with specialized services for tax, estate, and succession planning.

· Construct and adjust client Investment Policy as necessary to deliver client investment solutions to align with their specific objectives, time horizon, tax considerations, and risk tolerance.

· Provide ongoing, regular, and clear advice and communication regarding client solutions as well as the firms investment strategies and outlook.

· Actively promote our brand and investment beliefs regarding long term investment and commitment to quality companies.

· Achieve individual annual goals and objectives and proactively contribute to our Wealth Management business goals through client referrals, Group referrals, networking, and other means. Actively use defined goals and objectives as guideline to monitor success and identify challenges.

· Conduct all business in professional and ethical manner with integrity and commitment to fiduciary duty. Adhere to regulatory requirements such as "know your client" (KYC) and company specific policies and procedures.

Successful incumbent

The successful incumbent will be an established Portfolio Manager whose focus is dedicated to building, fostering & sustaining meaningful client relationships. Passionate about working with High Net Worth (HNW) clients to set realistic expectations and goals to achieve long-term relationships & results - you are motivated by growing the client-base through authentic communication & genuine care. Your reputation of ethical & professional behavior is well established. A strong self-starter that contributes & collaborates effectively with your team. You demonstrate a high level of emotional intelligence, experience, and confidence to manage wealth clients through the entire market cycle, investing appropriately for client objectives & risk tolerance. You have superior presentation, communications, and interpersonal skills and a demonstrated passion for exceptional client service. You are deeply committed to continuous learning and development in wealth management strategies and industry knowledge. And you have been looking for the right opportunity.

Core knowledge requirements

· CFA or CIM Designation, CFP an asset.

· Relevant work experience for registration as Portfolio Manager with Alberta Securities Commission.

· Confident and deep understanding of capital markets, risk, and wealth management products.

· Expert knowledge in tax, estate, and succession planning.

Demonstrated experience

· 8 years investment industry experience.

· 5 years portfolio management experience.

· Proven experience in business development specific to networking, relationship building and client acquisition.

· Proven track record of building wealth management relationships with clients, meeting objectives while aligning risk tolerance.

Compensation: $125,000 salary + commission (total compensation in first year expected to be at 150k+). Total compensation does go up signficantly year over year. Excellent benefits program.

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