Id : 62813
Category : Finance
Location/City : AB – Edmonton
Region : Edmonton Area
Job Type : Permanent
Recruiter Name : Stephanie Rodenkirchen

To apply, please submit your resume, in Word format, directly to Stephanie Rodenkirchen at srodenkirchen@executrade.com or call Stephanie at 780-732-3892.


Portfolio Manager


Our client is seeking an experienced CFA with at least two to five years of post designated experience in the Private Capital Market. This professional can look forward to joining a high end, unique and leading Premier Client in Edmonton AB for the long run. With an expanding business and solid foundation built on the Exempt Market, the new Associate will be welcomed into a leading group, with a blended opportunity of existing clients and new clients opportunity to carve out excellence in a culture that embraces success and work/life balance.


Responsibilities:

  • Meet directly with clients to discuss their financial circumstances, investment plans and goals.
  • Recommend portfolios appropriate for client’s unique needs and risk profile.
  • Contribute as a key member of the Investment Committee.
  • Assist in the preparation and oversight of client reporting.
  • Help clients navigate various aspects of wealth management, e.g. tax and estate planning.
  • Assist with trade execution, rebalancing and investment oversight.
  • Support Financial Solutions advisors and help drive referrals.

Required Skills and Qualifications

  • 5+ years investment/wealth management experience dealing directly with clients.
  • You are qualified as, or qualified to become, an associate portfolio manager:
    • CFA Level I completed, plus 2 years relevant experience
    • CIM designation completed, plus 2 years relevant experience
  • CFA designation will be considered an asset.
  • Strong relationship building skills and attention to detail.
  • Strong communication, presentation and organization skills.

Compensation and Benefits

  • $80-120K base plus commissions to accompany a comprehensive benefits package that will be provided.

Please quote Job Reference # 62813


To apply, please submit your resume, in Word format, directly to Stephanie Rodenkirchen at srodenkirchen@executrade.com or call Stephanie at 780-732-3892.


Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton, Calgary, and Vancouver. We have over 40 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.


Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from
http://www.cic.gc.ca

Apply Online Here