Lead tailored investment strategies at Bellwether using client relationship management and rigorous KYC reviews in a hybrid office model.
This experienced Portfolio Manager serves affluent individuals and families through Bellwether's investment management team. The role manages proprietary funds, implements tailored strategies, and integrates KYC data with wealth planning. Success requires compliance awareness, communication, and portfolio execution expertise.
Key Responsibilities:
- Conduct annual KYC reviews for high-net-worth individuals and families
- Support advisor onboarding and transitioning client discovery
- Build structured wealth plans using advanced planning software
- Execute trades and rebalance accounts under approved IPS mandates
- Review exceptions and maintain audit-ready client records
Requirements:
- Current Advising Representative registration with a provincial securities commission
- CFA Designation considered for candidates requiring registration review
- Three to five years of relevant investment management experience
- Strong communication and presentation skills with high-net-worth clients
- Collaborative approach to feedback, listening, and team support
Apply portfolio execution, KYC expertise, and client communication skills while shaping tailored wealth strategies at Bellwether.
Senior Wealth Portfolio Manager in Oakville employer: Bellwether Investment Management
At Bellwether, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture, where every Portfolio Manager can thrive. Our commitment to employee growth is evident through collaborative projects and the opportunity to make a meaningful impact on affluent clients' lives. With competitive compensation, a hybrid work model, and a focus on innovation, Bellwether is the ideal place for professionals seeking to advance their careers while contributing to a values-driven organization.
Contact Details:
Bellwether Investment Management Recruitment Team
