Portfolio Manager
Location: This position will be based TD Canada Trust Tower office in Calgary.
Application Deadline: November 30, 2022
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With approximately $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.
The Team:
West Oak Family Office is a multi-family office located in Calgary Alberta with over $1 Billion in Assets Under Administration (AUA). More than a traditional wealth management offering, West Oak Family Office provides a platform for high and ultra-high-net-worth families which is fully integrated, independent, and dedicated to the families they serve, with a long-term focus on each family’s success.
In addition to Wellington-Altus’ total rewards program, the West Oak team is pleased to offer benefits to their team such as maternity top-up, paid volunteer days, and a flexible remote-work program.
The opportunity:
Reporting to the Senior Investment Advisors, the Portfolio Manager will provide a comprehensive range of wealth management services to clients.
The Portfolio Manager leads business development and client origination, and participates in the investment and financial planning process for clients. They may also be responsible for supervising and mentoring junior staff.
Key responsibilities include:
The ideal candidate will possess:
Conditions of employment:
Wellington-Altus is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply For This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
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