Portfolio Manager – Trinity Family Wealth Advisors
This executive search is conducted by Nelson/Kraft & Associates on behalf of Trinity Family Wealth Advisors
EXECUTIVE SUMMARY
Trinity Family Wealth Advisors (Trinity) is searching for a seasoned Portfolio Manager (PM) who wants to be part of a team that helps clients find clarity, contentment, and freedom in their financial decisions and generosity.
The PM is responsible for providing excellent service to Trinity’s clients that receive investment products and services from Trinity’s strategic partner, Capstone Asset Management Inc. (CAM) and will manage the duties of other Trinity team members in the context of providing investment liaison and support services.
The PM will be registered under securities legislation by CAM in the necessary categories and jurisdictions and will be required to comply with all CAM policies, procedures, and ethical standards. The PM’s activities with Trinity will be an Outside Activity as defined by National Instrument 31-103 and will be subject to CAM’s supervision.
If you are a motivated and relational Portfolio Manager who wants to use your skills to positively impact the lives of others, we would love to connect with you.
OUR VALUES
1. Integrity – Our actions are consistent with our words; we are who we say we are. We are transparent. Our integrity cannot be bought.
2. Relationships of Trust – Our word is our bond; it has more value than a contract. Trust is the foundation of our relationships. We earn it and keep it paramount.
3. Unshakable Values – Our values are our guiding compass. We make decisions consistent with our values.
4. Wealth Beyond Money – Money is only one component of true wealth. We define wealth as intellectual, social, spiritual, emotional, and financial. True wealth is a multiplication of all five.
5. Continuous Improvement – Our specialty is a quickly evolving field. We are a thought leader on the cutting edge. We are passionate about continuously advancing our expertise.
QUALIFICATIONS
1. Portfolio Manager registration in good standing or possesses the proficiency and experience requirements necessary to be registered.
2. Minimum of 5 years’ experience in a similar client-facing role.
3. Knowledge of investment review processes, typical portfolio allocations for various risk tolerances and client objectives, and Kingdom Advisors client counsel priorities.
4. Strong knowledge of investment account types, tax implications for various accounts, SWP/PAC processes, tax optimization strategies for investment portfolios, Harmony, and sales software and procedures.
5. Commitment to obtain a Certified Kingdom Advisor (CKA) designation (and preferably CFP designations).
6. Commitment to gain experience as a Kingdom Advisor and able to apply Kingdom Advisor principles and priorities with clients.
7. Varied knowledge/experience in the Exempt Market Dealer investment structure, processes, procedures, compliance, needed entities, and their roles.
8. Basic understanding of financial planning.
9. Basic knowledge of CRA/regulators’ policies and procedures as it relates to investments and financial affairs.
10. Demonstrates the following core competencies: client service, servant leadership, team management skills, strong organizational skills, team player attitude, excellent communication skills, interpersonal intelligence, composure, missional focus, ownership focus, fun, and lifelong learning commitment.
Location: Peterborough, ON
Application Deadline: March 21, 2025
Start Date: TBD
APPLY online at nelsonandkraft.com/jobs with your cover letter and resume. You must be eligible to work in Canada.
ABOUT US
Nelson/Kraft & Associates Inc. is an executive consulting firm that specializes in working with not-for-profits and for-profit businesses across Canada, assisting them in the placement of senior executives and directors.
Nelson/Kraft & Associates Inc. welcomes and encourages all interested applicants to apply for this position. Nelson/Kraft & Associates Inc. is committed to the principles of diversity and inclusion in its hiring practices, and will only make distinctions among interested applicants in accordance with the applicable Human Rights legislation.
Nelson/Kraft & Associates Inc. also welcomes and encourages applications from candidates with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require disability-related accommodation during the recruitment process, please contact us.
#J-18808-Ljbffr