Posted 13 days ago
Client Portfolio Manager
@ Guardian Capital Advisors
Calgary, Alberta
Requirements summary:
- Deliver an exceptional client experience.
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
- A collaborative, entrepreneurial mindset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-28
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Guardian Capital Advisors
Bring your book. Grow your business. Deliver an exceptional client experience.
We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.
This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.
What you'll do:
- Manage and grow an established book of high-net-worth clients
- Deliver customized portfolio management and wealth planning solutions
- Leverage your network to generate new business opportunities
- Collaborate with a team of Portfolio Managers, Analysts, and Associates
- Build and strengthen relationships with accountants, lawyers, and other professional advisors
- Participate in client events, thought leadership initiatives, and business development activities
What you bring:
- An established and portable book of business
- Proven success managing high-net-worth client relationships
- Strong expertise in portfolio construction, asset allocation, and capital markets
- Exceptional relationship management and business development skills
- A collaborative, entrepreneurial mindset
Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients. Reach out to [email protected] for more information.
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