Job Description
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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Contributes to the overall success of MD Financial Management and MD Private Investment Counsel in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
The Associate Portfolio Manager (APM) occupies a key role within MD Financial Management. The APM’s primary responsibility is to provide client relationship management for discretionary portfolio management services offered to higher net worth MD clients, in accordance with MD Private Investment Counsel’s (MD PIC) investment counselling process.
On an ongoing basis, the APM is responsible for the day-to-day relationship manage...