Job Description

JOB STATEMENT :

Guardian Capital Group Limited (Guardian) is a global investment management company servicing institutional, retail and private clients through its subsidiaries. As of December 31, 2024, Guardian had C$169.0 billion of total client assets while managing a proprietary investment portfolio with a fair market value of C$1.2 billion. Founded in 1962, Guardian’s reputation for steady growth, long-term relationships and its core values of authenticity, integrity, stability and trustworthiness have been key to its success over six decades. Its Common and Class A shares are listed on the Toronto Stock Exchange as GCG and GCG.A, respectively. To learn more about Guardian, visit .

GPI is a multi-family office, often referred to as an Outsourced Chief Investment Officer. The focus at GPI is to work with ultra-high net worth families, endowments and foundations, to achieve their wealth goals. Our clients also include pension plans, ideally related to our client base. GPI’s clients are coast to coast and reside primarily in Canada. The goals of our endowment and foundation clients reach beyond investment returns and include social impact and social and societal good. With assets exceeding $4B and a heritage of over 25 years, GPI offers a unique offering to our client’s and a rewarding career for employees.

Guardian Partners Inc presents a dynamic opportunity for a motivated individual who desires working in a progressive, team-based financial services environment.

ESSENTIAL FUNCTIONS :

• Maintaining regular and direct communication with clients with respect to their portfolios, investment strategies, capital markets and performance, including periodic client meetings;
• Providing portfolio management advice related to portfolio construction, overall asset mix and asset allocation;
• Connecting with, and developing relationships with, private and public foundations, small pensions and related families;
• Working with Boards of Directors, Trustee Boards or Investment Committees overseeing portfolios;
• Keeping current on best practices for Boards, Investment Committees primarily in a non-taxable environment;
• Ensuring clients are kept informed of major developments in the industry and advised on developments that may impact their investment arrangements.
• Assisting in key client events, branding and strategic initiatives across the business;
• Leading business initiatives and/or supporting the team in these efforts as well as those for related entities;
• Providing appropriate guidance, mentoring and training for more junior members of the firm;
• Collaborate with other key internal stakeholders to further the overall performance and culture of the firm.

QUALIFICATIONS :

• Post-secondary degree
• Chartered Financial Analyst
• A minimum of 5 years in the wealth/pension/advisory industry ideally as a lead advisor with UHNW/Endowments/pensions
• Excellent understanding of financial markets and the ability to communicate the same with clients of varying levels of financial sophistication
• Excellent interpersonal and presentation skills coupled with an ability to communicate across all levels and functions
• Affinity for cultivating client and business development relationships
• Strong time management and interpersonal skills project management skills; proven ability to manage simultaneous projects and to meet multiple deadlines
• Understand the team culture, and work to maintain and build the service orientation

COMPENSATION :

Commensurate with experience

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