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Portfolio Manager

Leith Wheeler Investment Counsel
Vancouver, British Columbia (CA)
Highly competitive salary, in alignment with overall experience
Closing date
Mar 7, 2024

View more

Job Function
Wealth Management
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time

Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $25 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for a Portfolio Manager to join the Private Client and Foundation team in our Vancouver head office. This is a wonderful opportunity for an experienced professional to assume a key position within the team and play an instrumental role in the ongoing success of the firm. It is expected that this position will provide the opportunity for share ownership in the firm.

Responsibility Areas:

  • Play a role in the business development of the firm's Private Client and Foundation products.
  • Take on long term clients as part of the ongoing succession planning in the practice.
  • Provide client service consistent with the highest service standards in the industry.
  • Communicate effectively with a wide variety of clients.
  • Work with the Research, Trading, Compliance and Operations area to ensure ongoing knowledge of all our products, services and systems.
  • Contribute to the advancement of other business objectives of the firm.
  • Develop suitable investment policy statements by determining acceptable risk levels for clients based on their time frames, risk preferences, return expectations, and market conditions.
  • Maintain new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
  • Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations. Maintain current client information on the system to ensure client history is accurate and complete.
  • Develop an effective external network to support the identification of new and increased client development opportunities.
  • Enhance the firm’s brand and reputation by engaging with the professional service community.

Qualifications and Experience:

  • 5-10 years of experience within the investment industry
  • Prior experience with Private Clients and Foundations
  • In-depth knowledge of the Canadian marketplace
  • A thorough understanding of financial markets
  • The highest degree of ethics and integrity
  • Demonstrated client relationship skills
  • Chartered Financial Analyst (CFA) designation preferred
  • Licensable as a Portfolio Manager under the BC Securities Commission

Attributes for success:

  • Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • Highly proficient at influencing, collaboration, and team development

Thank you in advance for your interest and please submit your application with a cover letter at before February 23, 2024. If your profile meets our requirement, we will reach out to you.

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