VP Portfolio Manager FTCC
Calgary, AB, Canada
Fiduciary Trust Company of Canada (“FTCC”), a nationally regulated Trust Company, and its predecessors have been successfully providing customized discretionary wealth management solutions to affluent Canadians for over 35 years. We are investment counselors and estate planning experts who help clients preserve, grow and transfer their wealth. A trusted and proven private wealth boutique, FTCC is backed by the strength and expertise of a global investment leader, Franklin Templeton, whose roots are well established in the Canadian market and date back to 1954. Since then, we have been committed to one goal: delivering exceptional asset management services to Canadian investors.
The unique combination of Investment Counseling, Investment Management and Personal Trust expertise offered by FTCC, combined with the global scale and expertise of the asset management firms that comprise Franklin Templeton Investments sets us apart from our competitors in our ability to deliver highly customized wealth management solutions to clients and their third-party advisors. Our collective global investment teams bring specialized expertise across diverse asset classes and serve institutional, retail, and high-net-worth clients. We are driven by a determination to Reach for Better and to always Put our Clients First. In formalizing this business channel, key component businesses and infrastructure are already in place. location: Calgary or Vancouver What are the ongoing responsibilities of a VP/Portfolio Manager?.
FTCC is recruiting for a client focused Vice-President/Portfolio Manager (“PM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to high-net-worth Canadian investors and institutions. Your role will be to service, support and grow a portfolio of private wealth clients. This will involve creating and conducting client review presentations talking about macro events, portfolio performance, strategic and tactical portfolio changes, working with the support teams to review monthly compliance reports, preparing rebalancing trades and raising cash to meet remittance requests. In addition, you will work on preparing customized proposals designed to best achieve both client and prospect objectives and wealth management needs.
Responsibilities: Reporting to the Head of Private Wealth, Canada, the PM will be responsible for: Delivering exceptional portfolio management support and advice to our existing and growing book of clients. Conducting phone calls and in person portfolio reviews and responding to emails with both existing and prospective FTCC clients. Collaborating with the customer experience team to ensure that clients are onboarded in a smooth and seamless way. Working with the FTCC Private Wealth Counselor to prepare customized investment proposals; and Growing the private wealth client and asset base through consolidation and referral activities.
What ideal qualifications, skills and experience would help someone to be successful?. At least three years of relevant portfolio management experience supporting clients in a wealth management team. Completed the Certified Investment Management Analyst (CIMA) and/or Chartered Financial Analyst (CFA) designations (must be eligible for licensing as an Associate Portfolio Manager with provincial Securities Commissions) Certified Financial Planner (CFP) and/or Canadian Investment Manager (CIM) designation would be considered an asset. Proficiency with word processing, spreadsheet and presentation software Prior experience managing high net worth clients in a servicing/sales capacity.
Strong analytical and relationship building skills. Demonstrated sales success in the high net worth or private client market. Related work experience or course work in the Personal Trust field
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