Portfolio Management Consultant

About Us

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 firm's 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 Portfolio 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.

T...