Portfolio Manager

<h3>Job Description</h3><div>Job Description<div><p>We are seeking an experienced and strategic <strong>Portfolio Manager</strong> to join our team of 1–3 members. In this role, you will oversee client investment portfolios, analyze market trends, and implement tailored financial strategies to preserve and grow wealth for high-net-worth individuals and families.</p><p>If you currently live in a major city center, and are looking to transition your senior portfolio management career to a vibrant outdoor region with a lower cost of living and better quality of life, <strong>we will help facilitate your relocation to Owen Sound.</strong></p><p><strong>Key Responsibilities</strong></p><ul><li><p>Manage and monitor high-net-worth client investment portfolios to align with overall wealth management, tax, and estate strategies.</p></li><li><p>Develop and execute strategic, risk-managed investment plans tailored to each client's unique financial goals.</p></li><li><p>Conduct continuous market analysis to optimize asset allocation decisions and portfolio performance.</p></li><li><p>Build and nurture long-term, high-trust client relationships through regular reviews and clear communication.</p></li><li><p>Work collaboratively within our tight-knit team to deliver comprehensive financial solutions.</p></li><li><p>Ensure all portfolio management activities adhere to strict industry regulations and firm standards.</p></li></ul><p><strong>Qualifications &amp; Requirements</strong></p><ul><li><p>Work Preference<strong>:</strong> Must be fully committed to working <strong>in-person</strong> at our Owen Sound office.</p></li><li><p>Licensing &amp; Certifications:</p><ul><li><p><strong>Canadian Securities License</strong> <em>(Required )</em></p></li><li><p>Professional designations such as <strong>CIM (Chartered Investment Manager)</strong> or <strong>CFP (Certified Financial Planner)</strong> are strongly preferred.</p></li><li><p>Life License Qualification Program (<strong>LLQP</strong>) or Mutual Funds background is an asset.</p></li></ul></li><li><p>Experience: Proven track record in portfolio management and client relationship management within wealth management or private banking (10+ years preferred).</p></li><li><p>Education: Bachelor’s degree in Finance, Economics, or a related field.</p></li><li><p>Strong strategic decision-making, analytical ability, and executive-level communication skills.</p></li></ul><p><strong>What We Offer</strong></p><ul><li><p>Competitive compensation and incentive package.</p></li><li><p><strong>Relocation Assistance:</strong> We will actively assist the right candidate in moving to the Owen Sound community.</p></li><li><p>Long-term career stability in an established, independent financial management firm.</p></li><li><p>An extraordinary lifestyle location surrounded by Georgian Bay and the Niagara Escarpment, ideal for outdoor enthusiasts.</p></li></ul></div>\nCompany Description<div><p>Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.</p></div></div><h3>Company Description</h3><div>Based in Owen Sound, Walker Family Financial is an independent wealth advisory firm with a 45+ year legacy of serving high-net-worth individuals, business owners, and families. Partnered with Q Wealth Partners, we deliver comprehensive investment management, tax, insurance, and estate planning with a client-first mission to amaze people by giving them more than they ever expected. We are a firm built on strong personal relationships, teamwork, and an in-office culture that values both professional excellence and local lifestyle.</div>