Associate, Portfolio Manager (Wealth Management)

Location: Winnipeg, MB — MB-Winnipeg, 1 Lombard Place, 10th Floor. The proportion of on-site and remote work will be discussed during the interview.

Company

hirify.global is a relationship-oriented bank providing private investment counsel and wealth management services to high-net-worth clients.

What you will do

• Support Investment Counsellors and Portfolio Managers in servicing complex, sophisticated, high-net-worth clients.
• Analyze portfolios, conduct investment research, support asset allocation, and prepare client relationship materials.
• Help develop and execute investment strategies, portfolio recommendations, trade recommendations, and efficient trade execution.
• Monitor portfolios against investment objectives, risk tolerance, mandates, performance, and Investment Policy Statements.
• Support business development, identify opportunities, and contribute to winning new Private Investment Counsel clients.
• Partner with Wealth Management, Private Banking, hirify.global Trust, Imperial Service, and internal colleagues while maintaining compliance with policies, regulations, and legislation.

Requirements

• Degree or diploma in Business or Economics; a master’s degree is an asset.
• 4–6 years of experience in client servicing within a financial institution, preferably with high-net-worth clients.
• Either commitment to the Chartered Financial Analyst program, completion of Level 1, and 12 months of relevant investment management experience, or a Canadian Investment Manager designation with 24 months of relevant investment management experience.
• Excellent verbal and written communication skills, including the ability to explain complex conceptual information involving extensive interpretation and opinion.
• Strong relationship-building, networking, financial analysis, investment, and market knowledge sufficient to address detailed and complex inquiries from sophisticated high-net-worth clients.
• Sales management skills, including knowledge of sales models, principles, and techniques sufficient to execute sales strategies and sell tailored CPIC solutions.
• Legally eligible to work at the specified location and, where applicable, holding a valid work or study permit is required.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours; the work arrangement will define the proportion of on-site and remote work.
• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to plan terms.
• Access to personalized recognition through MomentMakers and a paid Purpose Day for growth and development.
• Inclusive and accessible candidate and employee environment with opportunities for professional development.

Hiring process

• Applicants may be asked to complete an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.