Investment Portfolio Manager

Portfolio Manager / Associate Portfolio Manager

(with practice ownership potential)

Who We Are

Kurt Rosentreter and his team of ten leading investment advisors, insurance agents, financial planners and Portfolio Managers are a rapidly growing wealth management team with Manulife Securities in west Toronto. Services include discretionary and non-discretionary investment management, comprehensive financial planning engagements and fee-only planning. Clients are located nationally and offer many opportunities for advanced financial planning. Our environment is entrepreneurial, motivating, sharing and caring and with a desire to win and excel, operating in a independent environment with transparent fees and broad product choice for clients. We encourage and pay for licensing enhancements, getting designations, broad financial learning and want you to excel. Learn more at www.kurtismycfo.com, www.uppercanadacapital.com and www.manulifesecurites.ca.

Who We Are Looking For

We are looking to add an existing IR or RR licensed professional or licensed Portfolio Manager (three years of experience minimum as a licensed PM or RR) to our team to be involved with Investment Portfolio design and management for clients within a portion of the practice.

Candidates with knowledge and skills to get involved with client financial planning (providing advice on retirement topics, tax planning, estate design, real estate and debt advice, insurance consulting, executive compensation, children’s finance, eldercare and more) in detail are an added strength and desirable to the practice. Having your CFP designation is a bonus.

Characteristics We are Seeking in a Team Member

You are motivated to grow and excel in your career, are a great written and verbal communicator, have a deep knowledge of investments, economics, taxation, markets and personal finance, have strong practice management skills and enjoy working with team members and teaching others.

Core responsibilities will include:

· Contributing to the investment strategy and product selection of the team overall on a daily and weekly basis.

· Assisting with construction of portfolio both in model and customized formats.·

Researching and documenting research to support client recommendations and compliance needs.

· Preparing compliance reports, account documentation, client paperwork and dealer forms to support

administration required to maintain portfolio KYC, KYP and more.

· Daily accurate trading of securities in discretionary and non-discretionary formats.

· Client retention, business development and new client pursuit yearly with team support.

· Management and reporting on practice management statistics for your work and the team,

· Written and verbal presentations in client facing meetings several times daily.

Technical Requirements of The Position

· Five years of relevant investment management experience in an IIROC member investment dealer preferred

· Finance, accounting or business degree, undergraduate or graduate level is preferred.

· Existing securities licensing as an IR, RR or PM in Ontario.

· Professional designations CFA or CIM are welcome; also desirable are CFP or RFP.

· Familiarity with investment management trading systems; knowing Dataphile is an asset.

· Strong knowledge of Microsoft software including Dynamics and Sharepoint

• Experience using financial planning software like Naviplan or Conquest.

Soft Skills Requirement of The Position

· An established passion for personal finance and helping people.

· Excellent problem solver and attention to detail in a fast-paced, high volume environment

· Ability to reprioritize work and shift on the fly while meeting project deadlines

· Knowing when working overtime is required without being asked.

· An entrepreneurial spirit, a competitor, a hunger for growth and success.

What We Offer

· Competitive salary and bonus

· The opportunity to move into variable compensation, be directly paid on new business development and buy into practice ownership in the future.

· Health insurance and RRSP match as an employee after one year if desired.

How To Apply

Send your resume and cover letter, addressed to Kurt Rosentreter, CPA, CA at Kurt.Rosentreter@Manulifesecurities.ca

Only some applicants will be contacted. Thank you in advance for applying.

Job Type: Full-time

Salary: $65,000.00-$170,000.00 per year

Supplemental pay types:

• Bonus pay
• Overtime pay

Education:

• Bachelor's Degree (preferred)

Work Location: In person