Associate Portfolio Manager

Step into a hybrid role as an Associate Portfolio Manager at Q Wealth in Toronto, Ontario. This position demands detail-oriented professionals focused on client needs and investment strategies.

Q Wealth is seeking an Associate Portfolio Manager to join their Core PM Services team. This full-time role will allow you to engage with clients and assist in the portfolio management process. You'll collaborate with Portfolio Managers and use a digital platform for communication and trade approvals, offering a path toward becoming an unrestricted Advising Representative.

Key Responsibilities:

• Use digital platforms for client interactions

• Collaborate with Portfolio Managers on client goals

• Support trade approvals for pre-approved advice

• Maintain client profiles within CRM systems

• Analyze client inquiries regarding investment products

Requirements:

• Eligible for Associate Advising Representative registration

• Experience using AI tools for efficiency

• Strong analytical skills with attention to detail

• Familiarity with investment products

• CRM and portfolio management database experience

Enhance client relationships and investment strategies at Q Wealth as you grow in your finance career.
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