Publié il y a 6 jours
Portfolio Manager, Private Client (Established Book of Business)
@ Goodreid Investment Counsel
Toronto, Ontario
En bref
Goodreid Investment Counsel is hiring a Client Portfolio Manager to take over an established book of business and continue as lead relationship manager for those clients. The role involves managing discretionary private client portfolios with the firm's investment team and support functions. Full-time, hybrid, based in Toronto; the posting offers payment for the book, possible stock options, and a payout on ongoing revenue.
Responsabilités :
- Manage an established book of private client discretionary portfolios
- Serve as lead relationship manager for transitioned clients
- Work with the firm's investment team and process
- Grow client assets through referrals and firm marketing
Résumé des exigences :
- Registered or eligible as an Advising Representative
- CFA or CIM designation
- At least 10 years managing private client portfolios
- Established book of at least $50M in discretionary or fee-based assets
- Clean regulatory record
- Long-term disciplined investment philosophy
Outils et compétences
Avantages mentionnés
Source et dates
Type de source non vérifié · apify-linkedin
- Date publiée par l’employeur
- 2026-11-05
- 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 | Développement des affaires |
| Expérience | 10 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Permis et certifications | Advising Representative, CFA, CIM |
| Avantages mentionnés | Actions ou participation |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Goodreid Investment Counsel
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 1 |
Goodreid Investment Counsel | Toronto (179 John Street) | Full-time Hydrid
About Goodreid
Goodreid is an independent, employee-owned investment management firm, founded in 1986, managing more than $1 billion in client assets. For nearly 40 years, we have managed discretionary portfolios for families, individuals and institutions with a consistent approach: calm, clarity, discipline.
The opportunity
We are looking for an experienced Client Portfolio Manager who already serves a loyal client base and wants a better long-term home for those clients and their own career. This role is designed for someone who wants independence and a long-term stake in the firm’s success, without having to build a firm from scratch.
We will acquire your book of business on fair, transparent terms, and you will continue as the lead relationship manager for your clients.
What we offer
- Payment for your book, structured around the client relationships that move with you
- Potential participation in our stock option plan, at the firm’s discretion
- A competitive payout on ongoing revenue
- No cold calling or outbound prospecting. Our established marketing program brings qualified prospects to you
- Full investment, operations, compliance and administrative support, so you can focus on your clients
- An investment team and process you can stand behind
- A succession solution for advisors planning their next chapter
What you bring
- Registered, or eligible to register, as an Advising Representative (CFA or CIM designation, plus relevant experience)
- At least 10 years of experience managing private client portfolios
- An established book of at least $50M in discretionary or fee-based assets
- A clean regulatory record
- A long-term, disciplined investment philosophy that aligns with ours
- Deep, trusted relationships with clients
Who this is for
- Portfolio managers at bank-owned or independent dealers who want more independence
- PMs at boutique firms going through change
- Established advisors looking for a thoughtful succession partner
Confidentiality
All conversations are strictly confidential. If you would rather not apply through LinkedIn, email us directly at [email protected].
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