We’re looking for our next Portfolio Manager. Could It Be You?
The purpose of the Portfolio Manager is to manage assets and client relationships to maximize the results of Questrade Wealth Management’s (QWM) business. The Portfolio Manager will engage in suitability assessment for new and existing clients and deliver discretionary investment management services. The Portfolio Manager will work closely with technology, trade desk, compliance, sales and operations departments to ensure regulatory compliance, to minimize risk, and to maximize overall operational efficiency.
Need more details? Keep reading...
Reporting to the Director & Senior Portfolio Manager, the Portfolio Manager is responsible for managing assets, daily trading and advising Questwealth Portfolios clients. The Portfolio Manager will assist the Senior Portfolio Manager to conduct Know Your Product (KYP) and Know Your Client (KYC). The Portfolio Manager will oversee daily operational activities, stay up to date with capital markets. The Portfolio Manager will also supervise the Associate Portfolio Manager.
Additional responsibilities include:
Support Senior Portfolio Managers with client interactions and follow-up processes
Build relationships with clients and ensure the top-notch client experience
Collect and analyze customer information to determine investment suitability
Prepare daily trades
Conduct a suitability assessment for clients
Gain expert knowledge of Questwealth Portfolios
Head day-to-day operations of Questwealth Portfolios
Conduct performance calculations of portfolios
Gain a thorough understanding of the capital markets and trading
Participate in business development projects and initiatives
Keep current on QWM’s policies and procedures
Presentation proficiency and develop presentations
So are YOU our next Portfolio Manager? You are if…
You have successfully completed your CFA or CIM and have 24 months of relevant investment management experience
You are registered or meet the requirement to become immediately registered with the OSC as Portfolio Manager (Advising Representative)
You have extensive understanding of IIROC and OSC regulations and how they impact operational processes and policies
You have expertise in financial planning and managing portfolios using ETFs would be an asset
You have strong communication skills and ability to build and manage client relationships
You have strong analytical skills to analyze data as well as understand and interpret client needs
You have the ability to work in a challenging and fast-paced environment
Sounds like you? Click below to apply!
Questrade is committed to providing reasonable accommodation for people with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.