Job description: Canada RemoteThey will hire in any Canadian province.Flat fee of 16KThis role is commission only they will pay 70/30, the candidate must have a portfolio/book of at least 10 million to make sense.Opal Corporate Connections is partnering with a growing boutique wealth management firm to recruit an experienced Senior Portfolio Manager (CIM). They will also take a Financial Planner (CFP) that will want to get their CIM in the future.This opportunity is designed for an entrepreneurial investment professional who has built an established high-net-worth client base and is looking for a boutique environment that offers greater flexibility, personalized service, and the opportunity to continue growing their practice.Please note: This is not a succession opportunity. The successful candidate will be expected to bring and transition their own book of business, in accordance with all applicable regulatory and contractual obligations.Key ResponsibilitiesManage and grow your existing portfolio of high-net-worth clients.Develop customized investment strategies tailored to each client's financial goals and risk tolerance.Deliver exceptional client service while building long-term trusted relationships.Continue expanding your practice through business development and referrals.Collaborate with internal specialists to provide comprehensive wealth planning solutions.Ensure compliance with all regulatory and industry requirements. They will not sponsor someone to move to Canada, they need to already live in Canada and have an existing portfolio in Canada. They need to be a Canadian Citizen, be a Canadian Permanent Resident or have a Canadian Work Permit. Qualifications: Canadian Investment Manager (CIM) designation or Certified Financial Planner (CFP).Minimum of 5 years of portfolio management or discretionary investment management experience.An established book of high-net-worth clients that you are able to transition in accordance with all regulatory and contractual obligations.Demonstrated success in growing assets under management.Strong business development, relationship management, and client service skills.An entrepreneurial mindset with a passion for delivering exceptional client outcomes.If the candidate is in Quebec, they must speak French. Why is This a Great Opportunity: Work with a respected boutique wealth management firm focused on personalized client service.Competitive compensation with significant earning potential.Flexibility to grow your own practice without the bureaucracy of a large institution.Collaborative culture with access to experienced wealth planning professionals.Administrative and operational support so you can focus on your clients.Opportunity to shape your future in a firm that values autonomy, relationships, and long-term success.
Not specified in the original listing.
Not specified in the original listing.
