Portfolio Manager

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 to provide 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 STORY

Our Clients Trust Us with Their Unique Financial Needs and Aspirations

We believe that individuals and families are more than the sum of their financial assets. We each have our own goals, values and emotions – all of which should be considered when taking the next step to obtaining clarity, contentment and freedom in both our personal and professional lives.

As our clients’ financial successes increase, so do the complexities of establishing a plan that protects them and their families for years to come. Therefore, every member of our multi-disciplinary team brings their own expertise to the table, allowing our clients to take advantage of a holistic and comprehensive approach to their families’ wealth and wellbeing.

As high-net-worth families, our clients’ situations are not cookie-cutter, and neither should their financial solutions be. Our diverse team of professionals helps our clients take the first step toward achieving their goals, reducing risks and harnessing new and exciting opportunities.

 

 

TRINITY FAMILY WEALTH ADVISORS & CAPSTONE ASSET MANAGEMENT

Some Trinity Family Wealth Advisors staff are registered by Capstone Asset Management Inc. (CAM). CAM provides investment products and service from which Trinity staff can construct investment solutions. Trinity provides holistic planning services including financial & estate planning, family business succession, legacy & philanthropic planning and wisdom for life.

 

 

OUR VALUES

Integrity – Our actions are consistent with our words; we are who we say we are. We are transparent. Our integrity cannot be bought.

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.

Unshakable Values – Our values are our guiding compass. We make decisions consistent with our values.

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.

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
Portfolio Manager registration in good standing or possesses the proficiency and experience requirements necessary to be registered.
Minimum of 5 years’ experience in a similar client facing role.
Knowledge of investment review processes, typical portfolio allocations for various risk tolerances and client objectives and Kingdom Advisors client counsel priorities.
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.
Commitment to obtain a Certified Kingdom Advisor (CKA) designation (and preferably CFP designations).
Commitment to gain experience as a Kingdom Advisor and able to apply Kingdom Advisor principles and priorities with clients.
Varied knowledge/experience in the Exempt Market Dealer investment structure, processes, procedures, compliance, needed entities and their roles.
Basic understanding of financial planning.
Basic knowledge of CRA/regulators’ policies and procedures as it relates to investments and financial affairs.
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.