Senior Wealth & Portfolio Manager – Client Growth Lead

A leading financial institution in Canada is seeking experienced investment professionals for various wealth management roles focused on HNW and UHNW clients. Candidates must possess a CFA charter or CIM designation, along with a minimum of 5 years in discretionary portfolio management. Key responsibilities include developing client acquisition strategies, delivering comprehensive wealth advice, and maintaining deep client relationships. This role offers competitive compensation and opportunities for professional growth in a collaborative culture.
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