Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do:
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage your network to generate new business opportunities
- Collaborate with a team of Portfolio Managers, Analysts, and Associates
- Build and strengthen relationships with accountants, lawyers, and other professional advisors
- Participate in client events, thought leadership initiatives, and business development activities
What you bring:
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients.
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Client Portfolio Manager in Toronto employer: Guardian Capital Advisors
Guardian Capital Group Limited is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the financial services sector. With a strong commitment to employee development, Guardian offers numerous opportunities for advancement and skill enhancement, particularly for those in roles like Portfolio Administration Analyst. Located in Toronto, employees benefit from a vibrant city atmosphere while being part of a global organization that values diversity and inclusion.
