At a Glance
- Tasks: Lead client meetings, build relationships, and manage investment strategies.
- Company: QWealth, a fiduciary portfolio management firm focused on client interests.
- Benefits: Supportive team, growth opportunities, and a clear path to leadership roles.
- Other info: Dynamic environment with strong support for transitioning clients.
- Why this job: Shape investment strategies and make a real impact in clients' financial lives.
- Qualifications: Registration as an Advising Representative or eligibility for Associate registration.
The predicted salary is between 82800 - 101200 $ per year.
You've built a book. Now build a practice that grows. You've earned your clients' trust, and you know how to manage money. What you may not have is the support around you: planners bringing you integrated relationships, an operations team handling the back office, and a firm whose investment approach you'd be proud to put your name to.
Why QWealth
- Fiduciary from the ground up. We're a portfolio management firm, so acting in the client's best interest is the legal standard we work to.
- Planning-led relationships. You'll work alongside our Financial Planners and Wealth Advisors. Investment strategy is built into each client's full financial picture, and that integration brings in new relationships.
- A real investment voice. Our PMs sit on the investment committee and its sub-committees. You'll help shape how the firm invests, not just carry out a model.
- Infrastructure that frees up your time. Portfolio oversight runs on d1g1t, with operations and compliance support behind you, so you spend more of your day with clients and less on administration.
- Transition support. Onboarding support for transitioning clients, dedicated ops help during the move.
- A long-term path. We're building our Saskatoon presence and want someone who can grow into a leadership role as the team expands.
What You'll Do
- Lead Know Your Client meetings, set appropriate mandates and investment policies, and meet all fiduciary obligations, with clear, complete documentation throughout.
- Build long-term, trusting relationships with clients, and communicate clearly with clients, colleagues and the wider team.
- Build asset mixes that fit each client's mandate, needs and restrictions, and keep portfolios within Mandate/IPS ranges through daily oversight in d1g1t.
- Complete KYC updates and suitability reviews for every client at least once every 12 months, documenting any exceptions.
- Answer client and advisor questions that need real analytical depth on markets, the economy, products and portfolio performance.
- Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
- Contribute to the investment committee and sub-committees.
- Resolve issues constructively when they come up, and take on other duties that call for an Advising Representative.
What You Bring
- Registration as an Advising Representative, or eligibility for Associate Advising Representative registration with a clear path to full PM registration (CFA® charter or CIM® designation).
- A fiduciary mindset and a genuine commitment to putting clients first.
- Strong communication skills with clients and colleagues alike.
- Interest in contributing to firm-wide investment decisions.
Associate Portfolio Manager / Portfolio Manager – Saskatoon in Calgary employer: YouPotential
At QWealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment in Saskatoon. Our commitment to fiduciary principles ensures that you can confidently build client relationships while having access to a dedicated operations team and integrated financial planning resources. With ample opportunities for professional growth and a clear path to leadership roles, you'll find a rewarding career where your contributions truly matter.
