Job Description
Company DescriptionBloomridge is an investment management firm based in Montreal. We provide a wide range of financial services to individuals, families, foundations, and corporations. Our services include investment management, wealth management and consolidated reporting.Role DescriptionWe are looking for an experienced Portfolio Manager / Financial Planner with an existing portfolio of clients to join our team. We are seeking independent thinkers with an entrepreneurial mindset and a strong desire to grow and succeed.We value diversity, equity and inclusion, as we think the best ideas come from a broad range of different individuals with diverse identity, experience and background to create an environment of growth and sucess.QualificationsExisting relationships and a portfolio of clientsAnalytical Skills, Finance, and Portfolio ManagementExperience in Investments and TradingStrong understanding of financial markets and investment strategiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsAttention to detail and strong organizational skillsRelevant professional certifications (e.g., CFA) are a plusBachelor's or Master's degree in Finance, Economics, or related field