Portfolio Management Consultant
- Calgary, AB
- Permanent
- Temps-plein
- Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
- Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) and their teams within Dominion Securities.
- Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc. to assist in streamlining their investment process and operations.
- Help set up the advisors book to prepare for portfolio modeling and also discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes.
- Assist new employees /competitive recruits in becoming familiar with trading and modeling platforms (TradeLink, ClientLink, A+ Desktop, TAC).
- Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
- Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
- Specific to ClientLink modeling for discretionary and advisory teams, assist with various aspects of portfolio management: creating models and attaching portfolios, running trade lists, walking through exceptions that need to be built into the system, and running through exceptions in client accounts.
- Outline how to move forward and deal with every day transactions; withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
- A minimum of 5 years in the financial services industry, preferably with Dominion Securities
- Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills. Comfortable meeting new people, engaging with them, and building those relationships.
- Driven, eager to learn and thrives in a high-performance environment.
- CFA Level 1 or CIM, or, strong and proven understanding of discretionary money management.
- Willingness to travel (mix of either day trips or flights) for a combined total average of two weeks per month, often for one to four days at a time, with some overnight travel required.
- Advanced computer skills, with emphasis on Excel.
- Fluency in French (spoken and written).
- Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred.
- Ability to analyze, prioritize and adjust to multiple demands. Good problem-solving skills and client-service focus.
- Must thrive at managing change in both a team and independent environment.
- Enjoys traveling for work.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.