Portfolio Manager, Private Client Accounts
Shared by: cmz65105
Categories
Tags
portfolio management, investment management, portfolio manager, private client, wealth management, private clients, private banking, asset management, private client services, client portfolio, investment objectives, portfolio managers, asset allocation, client service, discretionary portfolio management
-
Stats
- views:
- 19
- posted:
- 5/20/2010
- language:
- English
- pages:
- 1
Document Sample


TD Waterhouse Portfolio Manager, Private Investment Counsel Location: TD Waterhouse Private Client Services Private Investment Counsel Saskatchewan TD Waterhouse Private Client Services, Private Investment Counsel is one of Canada’s leading discretionary investment management firms with assets in excess of $14 billion. As a result of growth within the region, we are seeking expressions of interest for the position of Portfolio Manager to join our Saskatchewan team. The Portfolio Manager will initially be responsible for managing a book of approximately 40 high net worth client relationships with assets over $40 million that are managed on a discretionary basis. The PM will be responsible for maintaining and growing the client base and determining the appropriate portfolio structure for clients' asset mix, geographic/currency diversification, equity, fixed income style. The ideal candidate will possess strong interpersonal and business development skills, along with strong technical (investment) skills required to successfully manage high net worth clients. It will be critical for the candidate to work with minimum supervision as well as have the ability to manage support staff. Travel will also be required. The qualified candidate must also have a minimum of 5 years of discretionary money management experience and have or be eligible for SSC registration as a Portfolio Manager. This position is ideal for those seeking a long term career as an Investment Counselor. Academic requirements include an undergraduate degree and a CFA designation. Please reply with cover letter and resume to: TD Waterhouse Private Client Services Private Investment Counsel Attention: Cameron Renaud Regional Vice President - Prairies 3100, 300 – 5th Avenue S. W. Calgary, AB T2P 3C4 Or Email: cameron.renaud@td.com No telephone inquiries please. We thank all applicants for their interest, but advise that only those selected will be contacted. All submissions will be held in strictest confidence.
Related docs
Get documents about "