Senior Portfolio Manager

Job description:

Canada Remote

They will hire in any province.

Flat fee of 16K

This role is commission only they will pay 70/30, the candidate must have a portfolio/book of at least 10 million to make sense.

Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM). They will also take a Financial Planner (CFP) that will want to get their CIM in the future.

This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique environment that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.

Please note: This is not a succession opportunity. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations.

Key Responsibilities

• Manage and grow your existing portfolio of high-net-worth clients.
• Develop customized investment strategies tailored to each client's financial goals and risk tolerance.
• Deliver exceptional client service while building long-term trusted relationships.
• Continue expanding your practice through business development and referrals.
• Collaborate with internal specialists to provide comprehensive wealth planning solutions.
• Ensure compliance with all regulatory and industry requirements.

Qualifications:

• Canadian Investment Manager (CIM) designation or Certified Financial Planner (CFP).
• Minimum of 5 years of portfolio management or discretionary investment management experience.
• An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.
• Demonstrated success in growing assets under management.
• Strong business development, relationship management, and client service skills.
• An entrepreneurial mindset with a passion for delivering exceptional client outcomes.
• If the candidate is in Quebec, they must speak French.

Why is This a Great Opportunity:

• Work with a respected boutique wealth management firm focused on personalized client service.
• Competitive compensation with significant earning potential.
• Flexibility to grow your own practice without the bureaucracy of a large institution.
• Collaborative culture with access to experienced wealth planning professionals.
• Administrative and operational support so you can focus on your clients.
• Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success.