Publié il y a 13 jours
Client Portfolio Manager
@ Guardian Capital Advisors
Calgary, Alberta
En bref
Guardian Capital Advisors is hiring a Client Portfolio Manager, a full-time role in Toronto, Calgary, or Vancouver. The work is managing and growing an established book of high-net-worth clients, delivering portfolio and wealth planning solutions, and bringing in new business. Candidates must bring a portable book of business and a proven record with high-net-worth clients.
Responsabilités :
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage network to generate new business
- Build relationships with accountants, lawyers and other advisors
Résumé des exigences :
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation and capital markets
- Exceptional relationship management and business development skills
Outils et compétences
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-10-28
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-10
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) |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Guardian Capital Advisors
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do:
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage your network to generate new business opportunities
- Collaborate with a team of Portfolio Managers, Analysts, and Associates
- Build and strengthen relationships with accountants, lawyers, and other professional advisors
- Participate in client events, thought leadership initiatives, and business development activities
What you bring:
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
- A collaborative, entrepreneurial mindset
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients. Reach out to [email protected] for more information.
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