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Investment Counsellor / Portfolio Manager

Actively hiringBurlington, OntarioFull-time

Posted 17 days ago

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We are seeking an experienced Portfolio Manager / Client Counsellor to manage relationships with high-net-worth clients and provide discretionary portfolio management services. This role requires at least 5 years of relevant experience and strong skills in portfolio management, financial planning, and client relationship management. The successful candidate will be responsible for building and maintaining trusted client relationships, developing tailored portfolio strategies, and delivering advice and support aligned with client objectives. This is an onsite position. Compensation is expected to be in the range of $120,000 to $170,000, depending on experience and qualifications. The ideal candidate will be professional, client-focused, and capable of working independently while collaborating effectively with internal teams as needed. Experience working with affluent clients and managing portfolios with a high level of care and discretion is strongly preferred.

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