Senior Private Wealth Manager/Portfolio Manager - Team Lead
Toronto, ONTélétravailTemps plein
C.P. Services
5+ ansCandidates need at least 5 years managing a book of business, a bachelor's degree, and CFA or CIM. Full Canadian licensing is expected, and US or cross-border licensing and financial planning experience are assets.
Team leadership, Financial planning, Client relationship management, Lead a team, Know your customer, Anti-money laundering