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Our client, a leading independent asset management firm, is growing their Private Client Investment Team in Downtown Toronto, ON. This is an excellent opportunity for an experienced investment professional who is passionate about the markets, excels at building client relationships, and wants to help drive business growth in the private wealth space.
Benefits & Perks
- Competitive base salary plus annual bonus
- Deferred Profit-Sharing Plan (DPSP) with employer contribution
- Comprehensive medical, dental, life, and disability coverage
- Hybrid work model (Downtown Toronto office)
- Collaborative culture with strong ethical and client-first values
Responsibilities
- Develop and grow relationships with private clients and family offices across Central Canada (Ontario and Manitoba)
- Prospect and identify new opportunities, executing tailored business development strategies
- Act as a trusted investment advisor, communicating portfolio decisions, market outlooks, and asset allocation recommendations
- Collaborate with internal teams including portfolio management, client service, and compliance to ensure high-quality client experience
- Represent the firm at client meetings, conferences, and industry events
- Maintain ongoing engagement and retention of existing clients through proactive communication and strategic portfolio reviews
Qualifications
- 10+ years of experience in investment management, private wealth, or a related field (e.g., portfolio management, client relationship management, investment banking, consulting)
- Strong understanding of financial markets and ability to speak credibly about investment strategies and portfolio construction
- Proven track record in business development or managing high-net-worth client relationships
- CFA charterholder and/or CIM designation required (must meet OSC registration requirements)
- University degree in Finance, Economics, or a related discipline (MBA/MS an asset)
- Bilingual in English and French is an asset
- Self-starter with strong interpersonal and presentation skills; driven, professional, and client-focused
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.