Job Description

A leading recruitment agency is seeking a Portfolio Manager – Client Relationship Manager to join a discretionary portfolio management firm in Downtown Toronto. This permanent role involves onboarding new clients, managing their relationships, and supporting business development. The ideal candidate will have 5+ years in wealth management, possess a CFA Level I or CIM designation, and excel in communication and client-first service. Competitive compensation is offered, with the possibility of remote work for candidates in Ontario or Alberta.
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