Portfolio Management Consultant

Richardson Wealth Ltd • Vancouver, BC

46d • Hybrid

About The Position

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Reporting to the firms Designated Supervisor of Managed Accounts & Lead Portfolio Management Consultant, the Portfolio Management Consultant will be responsible for practice management and governance oversight of all Associate Portfolio Managers (“APMs”) and Portfolios Managers (“PMs”) at Richardson Wealth Ltd. The ideal candidate will have a strong understanding of investment markets, a strong understanding of portfolio construction methodologies, a client-service mindset, and the ability to work effectively under time constraints.
This is an existing vacancy.

Requirements

• Minimum 10 years’ experience in the financial services industry.
• Strong service orientation, demonstrated through professional client interactions and high-quality service delivery.
• Ability to work independently with minimal supervision.
• Strong attention to detail and accuracy.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Ability to perform effectively under time constraints and high-volume workloads.
• Flexible, proactive, and a strong team player.

Nice To Haves

• CFA/CAIA/CIM or MBA preferred.
• Experience with portfolio management tools or Envestnet is an asset.

Responsibilities

• Articulate and promote standard methodologies with respect to discretionary portfolio management and serve as the Subject Matter Expert of the use of designated portfolio management systems.
• Conduct and document formal reviews of APMs/PMs on a regular basis.
• Review of quarterly Investment Policy Statement violations.
• Practice management best practice recommendations and guidance.
• Upcoming program and/or regulatory changes.
• Contribute to the review of asset allocation mixes and asset class assumptions in Advisor and Firm model portfolios.
• Ensure Portfolio Manager’s trading activities are prudent and fall within established program framework.
• Creation and execution of Portfolio Management training program.
• Review and approval of new APMs and PMs in our discretionary program.
• Support new recruits, APM or PM recruits during onboarding; support in person.
• Participate in a quarterly Managed Accounts Committee meeting to report on Advisor conduct.
• Share knowledge and experience in trading/supervision platform to help aid in enhancement of our technology.
• Ensuring trading activity aligns, at all times, with customer-signed Investment Policy Statements .
• Monitor activity of all APMs and PMs using dedicated portfolio management systems.
• Review, update and create new policies and procedures for oversight of APMs and PMs.
• Perform additional duties as assigned.
• Support dedicated region/branches in the Western provinces.

Benefits

• Richardson offers a competitive total rewards package in addition to the base pay (where applicable), which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed