Markham On Wealth manager Jobs – 291 Openings This Week

Portfolio Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Bachelor's
- Dental care
Quick apply
Financial Advisor
GT Wealth —Markham, ON
- From $100,000 a year
- Full-time
- Customer service
- Salesforce
- Financial services
Quick apply
Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
BMO Financial Group —Ontario
- $36,600–$67,500 a year
- Remote
- Customer service
- English
- High school diploma or GED
- Tuition reimbursement
- Life insurance
Manager, AML/ATF Screening Models and Analytics, Global AML
Scotiabank —Toronto, ON
- Computer Science
- SQL
- Analysis skills
Regulatory Compliance Specialist
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- English
- Finance
- Bachelor's
- Dental care
Quick apply
Digital Product Owner, Wealth Mobile
Tangerine Bank —Toronto, ON
- Master's degree
- Bachelor's
- Team management
Senior Oracle Database Administrator
Tangerine Bank —Toronto, ON
- Hybrid work
- Research
- SQL
- Bachelor's
- Tuition reimbursement
Tangerine Advisor, Growth
Tangerine Bank —Toronto, ON
- English
- Business development
- Financial services
Bilingual Private Wealth Advisor
Staffinity Inc. —Toronto, ON
- $50,000–$55,000 a year
- Weekends as needed
- CRM software
- English
- Financial services
- Dental care
- Tuition reimbursement
Quick apply
Data Scientist II
TD Bank —Toronto, ON
- $81,600–$115,200 a year
- Full-time
- Computer science
- SQL
- No university degree
- Paid time off
3d
Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303
Export Development Canada | Exportation et développement Canada —Toronto, ON
- $129,928–$173,235 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Accounting
- Relocation assistance
- Dental care
Quick apply
Relationship Manager - TD Asset Management
TD Bank —Toronto, ON
- $81,600–$115,200 a year
- Full-time
- Customer service
- Business development
- Presentation skills
- Paid time off
4d
Cybersecurity Investigator, International Cybersecurity & Data Investigations
Scotiabank —Toronto, ON
- Spanish
- Customer service
- English
- Tuition reimbursement
Associate/Sr. Associate, Portfolio Management & Impact Analytics - EN-265
Export Development Canada | Exportation et développement Canada —Toronto, ON
- $74,297–$128,743 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Accounting
- Relocation assistance
- Dental care
Quick apply
Data Scientist III
TD Bank —Toronto, ON
- $96,900–$136,800 a year
- Full-time
- Computer science
- Computer Science
- Engineering
- Paid time off
2d
Manager, Business Compliance Oversight, Global Asset Management (5427)
TD Bank —Toronto, ON
- $96,900–$136,800 a year
- Full-time
- Research
- Analysis skills
- Bachelor's
- Paid time off
4d
Wealth Operations Manager
The Successful Investor —North York, ON
- Full-time
- Hybrid work
- Microsoft Word
- English
- Databases
- Dental care
Quick apply
Manager, Production
Entegris —Scarborough, ON
- $114,000–$143,000 a year
- Overtime
- Engineering
- Microsoft Office
- Supervising experience
- Dental care
- Vision care
Relationship Manager, Online FX & CFDs
Questrade Financial Group —Toronto, ON
- $50,000–$55,000 a year
- Full-time
- Hybrid work
- Finance
- SQL
- Financial services
Quick apply
9d
Manager Practice Enablement
Royal Bank of Canada —Markham, ON
- Full-time
- Sales
- Bachelor's
- Mentoring
10d

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Portfolio Manager

The Successful Investor
North York, ON

Quick apply

Job details

Full-time

Qualifications

Investment
Branding
Customer relationship building
Customer retention
Computer literacy
Upselling
Complaint handling
Client relationship development
Cross-selling
Business development
CFP
Bachelor's
Team management
Client services
Customer relationship management
Customer service orientation
Computer skills
Client consultation
Chartered Financial Analyst
Communication skills
Client interaction

Full job description

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management firm with 20+ years’ experience in independent portfolio management with assets under management of $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWM’s investment process and philosophy. Conducting a thorough assessment of each client’s goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWM’s private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
Manage, maintain, and enhance SIWM’s relationships with its clients.
Thoroughly assess each client’s unique circumstances, goals, objectives, risk tolerances and constraint.
Effectively communicate SIWM’s investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
Responsible for Know Your Client and suitability issues.
Conduct all activities within a best-in-class culture of compliance and service.
Seek opportunities to cross-sell or upsell to existing clients.
Grow the business by identifying new sales and business development opportunities.
Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
Provide excellent service to maintain a positive reputation for the business.
Resolve any client complaints promptly and professionally.
Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
Participate in and contribute to SIWM’s overall growth and strategic vision as well as building the firm brand.
Accomplish department objectives.
Planning and evaluating department activities.
Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

University Degree.
Must be currently registered, or eligible for registration with the Ontario Securities Commissions as a Portfolio Manager (“Advising Representative”); CFA preferred.
Experience with suitability determinations for clients and “know-your-product” analysis.
5 years’ experience with at least 3 years in a client-facing role.
The Certified Financial Planner designation or similar credentials would be an asset.
Ability to build, foster and maintain positive professional relationships.
Devotion to high-quality customer service.
A team player with excellent communication skills, computer proficiency and high level of professionalism.
Be able to meet targets and handle a high-pressure environment.
Strong relationship management skills.
Excellent influencing skills.

This role is hybrid—one day remote and four days required in our office located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Additional Information

Benefits

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company. After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.

To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

Other

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment. All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Quick apply

Refine Your Search

wealth manager jobs in markham on

Portfolio Manager

Financial Advisor

Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

Manager, AML/ATF Screening Models and Analytics, Global AML

Regulatory Compliance Specialist

Digital Product Owner, Wealth Mobile

Senior Oracle Database Administrator

Tangerine Advisor, Growth

Bilingual Private Wealth Advisor

Data Scientist II

Portfolio Manager, Portfolio Management & Impact Analytics - Investments EN-303

Relationship Manager - TD Asset Management

Cybersecurity Investigator, International Cybersecurity & Data Investigations

Associate/Sr. Associate, Portfolio Management & Impact Analytics - EN-265

Data Scientist III

Manager, Business Compliance Oversight, Global Asset Management (5427)

Wealth Operations Manager

Manager, Production

Relationship Manager, Online FX & CFDs

Manager Practice Enablement

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