PORTFOLIO MANAGER

Recruiting in Motion is a successful and dynamic professional employment agency that has become deeply integrated into Metro Vancouver’s business sector as the go-to agency for the recruitment and placement of outstanding employees. BC-owned and operated, we ensure all our candidates — temporary, contract, permanent, or executive — are provided with exciting and impressive employment opportunities. In fact, we are ranked as one of Growth 500 Canada's fastest-growing companies and we represent BC's TOP Employers!


Our Client

Our client is one of the elite and well-known financial firms in Vancouver. With over 70 years of experience behind them, this firm continues to grow! Our client is looking for a self-driven and determined Portfolio Manager to join the impressive team. If you have a right experience and looking to join an amazing team, then this for you. APPLY TODAY!

Responsibilities

- Increase the high-net-worth individuals, families, and business owners who make up our clientele through current clients and personal networks
- Communicate and assist the company's current clientele actively through written, verbal, and in-person engagements
- Analyze, evaluate, and report on market and economic conditions, as well as portfolio performance
- Develop and uphold dependable, lasting connections with customers and regularly attend client meetings
- Preparing the marketing and business development presentations
- Actively seek out new wealth management prospects for current clients by conducting client discovery
- Grow the firm's Wealth reputation and take part in client appreciation activities


Qualifications

- Ability to be registered as a portfolio manager – advising representative with provincial securities regulators is required
- Minimum 5 years of industry experience, and a minimum of 3 years in a client-facing role
- Completion of the CFA or CIM designations is essential
- University degree (preferable in Business or Economics)
- Proficiency in Toogood portfolio management software is a bonus
- Impressive communicational skills both written and verbal and has an exceptional level of customer service
- Self-starter and can identify and provide solutions to problems
- Displays a passionate and friendly demeanor

How to Apply

All applicants must have legal permission to work in Canada and require a valid Work Permit and Social Insurance Number.

Good jobs go fast. Don't wait apply today!

Visit our website www.recruitinginmotion.com for a complete listing of all our exciting job opportunities. There is no fee to job seekers.

We are Vancouver's #1 Employment Agency and represent BC's top employers!

Category

Accounting Banking, Finance and Insurance