Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do:
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage your network to generate new business opportunities
- Collaborate with a team of Portfolio Managers, Analysts, and Associates
- Build and strengthen relationships with accountants, lawyers, and other professional advisors
- Participate in client events, thought leadership initiatives, and business development activities
What you bring:
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
- A collaborative, entrepreneurial mindset
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients. Reach out to asambrook@guardiancapital.com for more information.
