Registered PM – Private Wealth Management (5+ YRS Experience)
Toronto, Canada
Full Time
Our client, Canada's leading investment firm with over $10B in AUM, is looking to hire a Registered PM – Private Wealth Management to join their Downtown Toronto office. The successful candidate would work in a team based environment, with a focus on expanding our high net worth clientele in Ontario.
Our Client
- Track record of delivering low risk growth of capital for more than 60 years.
- Strong fiduciary culture, with long history of advocating for good governance and minority shareholder rights.
- Strong in‐house global equity and fixed income research team.
- Team based approach to growing and building the firm’s client base.
Requirements
- MUST HAVE Registered investment professional designation such as the CFA charter or Chartered Investment Manager (CIM) Designation.
- MUST HAVE Qualified investment industry experience, with a minimum of 5 years of experience delivering investment management services to high net worth clients.
- Strong referral network
- Experience in providing legal/accounting/financial planning services to high net worth clients will be considered.
- Experience and contacts in the endowment fund, financial consulting business are considered an asset.
- Strong knowledge of global financial markets
- Excellent presentation and communication skills – both verbal and written
- Experience in managing segregated portfolios
- Demonstrated PC literacy Academic/Professional Designation
- Undergraduate or graduate degree in a related field, preferably in Finance
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Registered PM – Private Wealth Management (5+ YRS Experience) in Toronto employer: Taylor Staffing Group
Join a dynamic and client-focused accounting firm in New Glasgow, NS, where you will thrive in a supportive work culture that prioritizes professional development and career advancement. As a Staff Accountant, you'll benefit from competitive compensation, mentorship opportunities, and the chance to work alongside experienced professionals dedicated to helping you achieve your CPA designation. This is an excellent opportunity for those seeking meaningful and rewarding employment in a collaborative environment.
