Remote Client Relationships & Onboarding Manager
Aplin
Toronto
Job Description
A growing investment firm in Ontario and Alberta is seeking a Portfolio Manager – Client Relationship Manager to join their team. The ideal candidate will focus on onboarding new clients and managing relationships, all while delivering high-touch service to high-net-worth clients. A minimum of 5 years in wealth management and CFA Level I or CIM designation is required. This role offers competitive compensation and opportunities for growth within an entrepreneurial environment.#J-18808-Ljbffr
How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Aplin in Toronto.
Is this a remote position?▼
This appears to be an on-site role in Toronto.
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After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
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