Publié le mois dernier
Associate Portfolio Manager / Portfolio Manager (Saskatoon)
@ Quintessence Wealth
Calgary, Alberta
En bref
Quintessence Wealth is hiring an Associate Portfolio Manager or Portfolio Manager for its Saskatoon partner office. The role is to advise clients and manage portfolios within a planning-led firm, with investment committee input, operations and compliance support, and a path to leadership. Registration as an Advising Representative or eligibility for Associate Advising Representative registration with a path to full PM registration is expected.
Responsabilités :
- Lead KYC meetings and set client mandates and investment policies
- Build asset mixes and oversee portfolios within Mandate/IPS ranges
- Complete KYC updates and suitability reviews at least every 12 months
- Partner with Financial Planners and Wealth Advisors on client goals
- Contribute to the investment committee and sub-committees
Résumé des exigences :
- Registration as an Advising Representative or eligibility for Associate Advising Representative
- Established client base and portfolio management experience
- Pathway to full PM registration (CFA or CIM)
- Strong client and colleague communication skills
- Fiduciary mindset and commitment to clients
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2026-10-07
- Première détection par notre source
- 2026-10-11
- Mise à jour du dossier source
- 2026-10-11
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Finance et comptabilité |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Advising Representative, Associate Advising Representative, CFA, CIM |
| Avantages mentionnés | Aide au transport en commun |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Quintessence Wealth
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 9 |
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.
Q Wealth is looking for an experienced Portfolio Manager (or an Associate Portfolio Manager) working toward full registration) to join one of our Saskatoon partners. This role is for someone who already has an established client base and wants to spend their time advising clients and managing portfolios, with a firm behind them that helps the practice grow.
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.
Journal
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