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Kinsted Wealth: Associate Portfolio Manager

Kinsted Wealth

This is a Contract position in Montreal, QC posted March 21, 2021.

Associate Portfolio Manager Kinsted Wealth is an independent Calgary-based discretionary portfolio management firm for high net worth private clients, institutions and foundations.

We have developed a boutique client experience providing individual counsel utilizing our globally diversified investment platform.

Our vision is to provide wealth counselling better than it’s ever been done before.Due to the growth of our firm we are seeking an Associate Portfolio Manager (APM) to join our team.The ideal candidate will need to be well-rounded with strong interpersonal and technical skills (investment research and utilizing software systems) to contribute to the multiple functions within Kinsted.

An existing book of business is an asset, but not required.GENERAL RESPONSIBILITIESThe candidate will be responsible for opening new client accounts, servicing and managing client portfolios, research, portfolio monitoring and trade execution.

The candidate will receive most of their client relationships from established referral sources.

However, developing their own client relationships and networks will accelerate their development as a Portfolio Manager.

The candidate will work within a team environment with the other 8 Portfolio Managers at the firm.Compensation will be a base salary plus individual and team objectives.The qualified candidate needs to be registered immediately as an Associate Advising Representative (AAR), at a minimum, with the Alberta Securities Commission.

If not already acquired, the successful candidate will be expected to work towards achieving their CFA designation while employed at Kinsted.

Please email: with your resume.For more information on our firm visit our website kinsted.Com We thank all applicants for their interest and all submissions will be held in strictest confidence; only those selected forinterviews will be contacted.