Wealth Advisor
Palos Wealth Management • montreal, Canada
Role Description
Summary of the role
Lead client relationship, understand client objectives, develop Investment Policy Statements (IPS), and implement the firm’s portfolio framework.
Qualifications
Portfolio Manager registration (or eligibility for registration) required.
About Palos
Palos Wealth Management Inc. is an independent investment firm rooted in disciplined portfolio management and a commitment to delivering a modern wealth management experience. We partner with individuals, families, and institutions to build portfolios designed to support long-term outcomes, combining public and private market investment opportunities with a personalized, technology-enabled approach.
The Opportunity
Palos is seeking a bilingual (English/French), client-focused Wealth Advisor to lead client relationships and deliver a high-quality wealth management experience. This role focuses on servicing and expanding an exis...