Jobs in Richmond

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Within 25 km of Richmond

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Guardian Capital Advisors

Client Portfolio Manager

Vancouver, BC, Canada

Full-time

Within 25 km of Richmond · About 12.5 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posted: Oct 29, 2026

Original job description

Bring your book. Grow your business. Deliver an exceptional client experience.

We are seeking an established Client Portfolio Manager with an existing book of business and a proven track record of serving high-net-worth individuals, families, and foundations to join our team in Toronto, Calgary, or Vancouver.

This is an opportunity to join a collaborative, client-focused team where you'll have the resources, support, and expertise to deepen existing relationships, attract new clients, and deliver sophisticated wealth management solutions.

What you'll do:

Manage and grow an established book of high-net-worth clients
Deliver customized portfolio management and wealth planning solutions
Leverage your network to generate new business opportunities
Collaborate with a team of Portfolio Managers, Analysts, and Associates
Build and strengthen relationships with accountants, lawyers, and other professional advisors
Participate in client events, thought leadership initiatives, and business development activities

What you bring:

An established and portable book of business
Proven success managing high-net-worth client relationships
Strong expertise in portfolio construction, asset allocation, and capital markets
Exceptional relationship management and business development skills
A collaborative, entrepreneurial mindset

Ready to take your practice to the next level? Join a team that empowers you to grow your business while delivering an elite wealth management experience for your clients. Reach out to asambrook@guardiancapital.com for more information.

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More about this job

Responsibilities

Manage and grow an established portfolio of high-net-worth clients by delivering customized portfolio management and wealth planning solutions. Generate new business through professional networks, collaborate with investment colleagues and external advisors, and contribute to client events and business development initiatives.

Requirements

Candidates must bring an established, portable book of business and a proven record of managing high-net-worth client relationships. They should have strong expertise in portfolio construction, asset allocation, and capital markets, along with exceptional relationship management, business development, and collaboration skills.

Skills

Portfolio Management
Wealth Planning
Portfolio Construction
Asset Allocation
Capital Markets
Business Development
High-Net-Worth Client Management
Client Acquisition
Professional Advisor Relationship Building
Team Collaboration
Client Event Participation
Thought Leadership

Visa sponsorship

Not detected in the job text

Hiring contact email

asambrook@guardiancapital.com

Keywords

Wealth Management
High-Net-Worth Individuals
Families
Foundations
Book Of Business
Portfolio Management
Wealth Planning
Portfolio Construction
Asset Allocation
Capital Markets
Client Relationships
Business Development
Client Acquisition
Professional Advisors
Accountants
Lawyers
Portfolio Managers
Analysts
Associates
Client Events
Thought Leadership
Financial Services

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