Wealth Advisor & Portfolio Manager

Are you a CFP professional who loves to meet with clients, analyze their goals and objectives, helping them plan their path to success while also actively managing their portfolio as a discretionary portfolio manager? Do you have experience in working with higher net worth clients? Are you looking for a new opportunity to join a collaborative, dynamic and growing wealth management team? If so, then the Nelson Financial team may be right for you.

Nelson Financial Consultants (https://nelsonfinancial.ca/) is a wholly owned subsidiary of BCV Asset Management Inc. which provides financial planning, portfolio management and insurance services to high-net-worth families. The Nelson Financial Consultants team is comprised of four Certified Financial Planners, one registered portfolio manager and 3 licensed insurance advisors. We provide fee-for-service financial planning, custom discretionary portfolio management and insurance products.

Together with BCV we are a growing investment firm, based in Winnipeg, that collectively manages over $6 billion in client assets. Our firm is built around an award-winning culture, investment strategy, excellence in client service, and long-term business relationships.

Educational Requirement:

Post-secondary education, particularly the Certified Financial Planner (CFP) designation as well as a Chartered Investment Manager (CIM) designation, or are currently a CFA Charterholder, or a CFA Level II or Level III Candidate.

Tasks, Role & Responsibilities

Ideally you will have some experience in each of the following areas;

  • Financial Planning:

    • Passionately committed to success and the best interests of the client.

    • Assess clients’ current financial picture and provide direction on the ideal path forward.

    • Delegate to the financial planning team more complex financial analysis where needed.

    • Solid understanding of tax, cross-boarder issues, corporations and trusts is beneficial.

  • Portfolio Management:

    • Review and assess the risk profile of a client portfolio.

    • Communicate effectively to clients their portfolio holdings and risk profile.

    • Construct and implement new portfolios based on a client’s objectives and risk profile.

    • Maintain compliance requirements while also providing a high level of proactive service.

    • Manage the cash needs of the portfolio, making buy and sell decisions as needed.

    • Monitoring portfolio suitability and performance over time.

  • Securities Analysis:

    • Working with the senior portfolio manager assessing investment product options for tax-efficiency purposes.

    • Familiarity with Alternative investments and exchange traded funds.

    • Knowledge in Fundamental, Technical and Quantitative research on individual securities.

Critical Knowledge, Skills and Abilities:

  • Ethical grounding with an understanding of fiduciary responsibility.

  • Forward thinking, solution-oriented mindset.

  • Strong sense of accountability to colleagues and clients.

  • Entrepreneurial spirit with a willingness to take initiative.

  • Open-minded, willing to learn and commitment to improving the team culturally.

  • Exceptional communication and interpersonal skills.

  • Tech savvy, advanced proficiency in Microsoft Office and investment management applications.

  • Commitment to ongoing education and professional development.

  • 10+ years of related work experience in the financial services industry, with an unblemished record of regulatory compliance.

Just the start of what BCV can offer:

  • A comprehensive suite of Health Care & Wellness benefits.

  • Strong educational support and professional development.

  • Highly competitive compensation and profit sharing.

  • Benefit plan, pension plan, weekly chef, and much more..

Not checking every box?

Sounds like the job for you but you don’t think you have what it takes on paper? Reach out to us anyway!

We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations.

If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity. Please submit your resume and cover letter in confidence to Kimberly Wallace, Manager, People and Culture at kwallace@bcvfinancial.com

If you require accommodation for the recruitment process, please let us know when you submit your application.

We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.