12 meilleures offres (cfa, waterloo, on) (à pourvoir)

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Canadian Solar SSES (Canada) Inc. —Kitchener, ON
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Gowling WLG —Kitchener, ON
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Descartes —Waterloo, ON
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Senior Manager, Valuations & Modelling
BDO —Kitchener-Waterloo, ON
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Financial Analyst
People Corporation —Cambridge, ON
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MealSuite —Cambridge, ON
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Portfolio Manager

True North HR Consulting
Waterloo, ON

Postuler dès maintenant

Détails du poste

Temps plein
De 125 000 $ à 180 000 $ par an
Il y a 3 jours

Profil recherché

Investissement
Développement des relations avec la clientèle
Amélioration des processus
Développement des relations avec la clientèle
Microsoft Office
Analyse financière
Finance
Maîtrise
Baccalauréat
Prise de décisions
Gestion des risques
Consultation auprès de la clientèle
Intelligence artificielle
Affaires
Analyste financier agréé (CFA)
Comptabilité
Interaction avec les clients
Gestion du temps
Analytique

Description complète du poste

Location: 420 Wes Graham Way Suite 312, Waterloo, ON N2L 0J6

Type: Full-Time | Monday to Friday (8:30AM to 5PM Eastern)

Hybrid Work Schedule - This role follows a hybrid work arrangement, with flexibility to work remotely and an expectation that the successful candidate will attend the Waterloo head office from time to time for meetings, collaboration, training, and other business needs.

Compensation: $125,000-$180,000 (commensurate with experience)

Vacancy Status: New role due to company growth

TriCert Investment Counsel is an independent Canadian portfolio management firm based in Waterloo, Ontario managing approximately $4.5 billion in client assets. We work closely with our clients' accountants and financial planners to provide an integrated wealth management experience, helping ensure investment decisions are informed by a broader understanding of each client's financial, tax, and planning circumstances.

We are growing and looking for a junior Portfolio Manager to join our Client Portfolio Management team. This is an opportunity for an investment professional to manage discretionary portfolios, build trusted client relationships, and contribute to investment decision-making within a disciplined, client-focused portfolio management firm.

The successful candidate is client-facing and will work closely with new and existing clients, Portfolio Managers, advisors, and CPAs across the TriCert Group. This role is well suited to someone who combines sound investment judgment with strong communication skills, a compliance-minded approach, and a commitment to delivering thoughtful, integrated advice.

This is a full-time role based out of our Waterloo head office. TriCert operates in a hybrid work environment that combines in-office collaboration with the flexibility of remote work, in accordance with the firm's hybrid work practices.

What we offer

Flexible hybrid work environment
Competitive compensation with profit-sharing opportunity
Choice of comprehensive benefit packages
A high degree of autonomy in managing client portfolios and contributing to investment strategy
A collaborative team environment with experienced investment professionals

Key Responsibilities

Construct and maintain discretionary client portfolios in line with TriCert's investment philosophy, strategies, and guidelines
Build and strengthen relationships with clients and collaborate with advisors and CPAs across the TriCert Group
Understand each client's investment objectives and communicate portfolio strategy, performance, market developments, and recommendations clearly
Carry out registerable activity in accordance with applicable securities laws, regulatory requirements, and TriCert policies and procedures
Liase with our Investment Management & Strategy reseach team to obtain the required security-specific knowledge to construct client portfolios
Maintain awareness of economic conditions, financial markets, investment risks, opportunities, and new products that may affect client portfolios
Collaborate with the Portfolio Management team on portfolio construction, security selection, risk management, and investment process improvements
Proactively identify opportunities to improve processes and create efficiencies within the Portfolio Management practice
Participate in projects, committees, and other assignments as required

Required Qualifications

A bachelor's degree in finance, accounting, business, economics, or a related field
At least 1-3 years of relevant investment and portfolio management experience, including experience delivering discretionary investment management services to high-net-worth clients
Registered, or immediately eligible for registration, as an Advising Representative with the appropriate provincial securities commission
Strong knowledge of macroeconomics, capital markets, portfolio construction, and their potential impact on client portfolios
Ability to explain market views, portfolio strategy, and complex investment concepts clearly to clients and other stakeholders
Strong presentation, writing, interpersonal, analytical, and problem-solving skills
Ability to build trusted client relationships and effectively manage expectations across a diverse client base
A compliance-minded approach to client, investment, and regulatory matters
Experience using financial analysis software and proficiency with Microsoft Office programs
Strong organizational and time-management skills, with a high level of ownership and accountability
Ability to work independently as well as collaboratively within a team

The following experience/credentials would be considered strong assets:

A Chartered Financial Analyst (CFA) charter
A Chartered Investment Manager (CIM) designation combined with significant relevant investment industry experience
A master's degree in finance or a related field
Familiarity with AI tools and their practical application in investment research, analysis, and workflow improvement

Growth & Development

We invest in our people by supporting their learning, professional development, and long-term career growth. This role offers the opportunity to deepen your expertise, take meaningful ownership of client relationships and portfolio strategy, and contribute directly to the evolution of the firm's investment approach as part of a growing Portfolio Management team.

If you are interested in joining a successful and growing organization, we encourage you to submit your resume for consideration. Candidates selected for an interview will be contacted within legislated timelines.

We are committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We are committed to providing a barrier-free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We do not use artificial intelligence systems to screen, assess, or select applicants - all hiring decisions are made through human review.

While we appreciate all interest, only those candidates selected for an interview will be contacted.

Pay: $125,000.00-$180,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
Paid time off
Profit sharing
Vision care

Work Location: Hybrid remote in Waterloo, ON

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cfa emplois - waterloo, on

Portfolio Manager

Manager, FP&A

Investment Analyst

Senior Director, Relationship Management, Corporate Client Group

Investment Advisor

Manager, Valuations & Modelling

FP&A Manager

Pricing & Legal Project Management Analyst

Director, Corporate Development

Senior Manager, Valuations & Modelling

Financial Analyst

CFO (Chief Financial Officer)

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