At a Glance
- Tasks: Grow your practice by managing client portfolios and collaborating with financial experts.
- Company: Join Q Wealth, a supportive and innovative financial firm in Saskatoon.
- Benefits: Robust operational support, tools for success, and a focus on client relationships.
- Other info: Ideal for established professionals looking to transition to full registration.
- Why this job: Elevate your career while making a real impact on clients' financial futures.
- Qualifications: Experience in portfolio management and strong communication skills required.
The predicted salary is between 82800 - 101200 $ per year.
Grow your practice with Q Wealth as an experienced Portfolio Manager in Saskatoon.
Leverage your existing client base while receiving robust operational and planning support to thrive.
This role is ideal for established professionals transitioning to full registration.
At Q Wealth, you will collaborate with Financial Planners and Wealth Advisors, integrating investment strategies into comprehensive financial solutions.
You will spend more time building client relationships, supported by dedicated operations teams and innovative tools.
Key
Responsibilities
- Lead Know Your Client meetings with clear documentation
- Build long-term relationships based on trust and transparency
- Create tailored asset mixes in line with client mandates
- Conduct annual KYC updates and suitability reviews
- Collaborate with Financial Planners on investment strategies
Requirements
- Registration or eligibility for Associate Advising Representative
- Strong focus on fiduciary responsibilities
- Excellent communication skills with clients and colleagues
- Interest in firm-wide investment decision-making
Bring your financial expertise to Q Wealth and enhance your portfolio management career. #J-18808-Ljbffr
Experienced Portfolio Manager in Calgary employer: QWealth Partnership
At Q Wealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment in Saskatoon. Our commitment to employee growth is evident through robust operational support and innovative tools that empower our Portfolio Managers to build meaningful client relationships. Join us to thrive in your career while enjoying a culture of trust, transparency, and professional development.
