Company Description

Treegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to provide discretionary investment management and financial planning services. Catering to high net worth individuals, charities, and foundations, Treegrove Investment Management offers tailored solutions to meet the unique financial goals and needs of their clients.

Role Description

Looking for a change? Working at a bank under pressure? This is a full-time remote role for a Private Wealth Manager at Treegrove Investment Management Inc. The Private Wealth Manager will be responsible for day-to-day tasks such as developing and implementing financial plans, managing investments, and providing estate planning services. This role will also involve regular client interactions to help them achieve their financial objectives. Run your own business at your own pace.

Qualifications

• CIM or Level 1 CFA
• book of business
• Certified Financial Planner and Financial Planning skills
• Experience in Investment Management and Finance
• Proficiency in Estate Planning
• Excellent analytical and communication skills
• Ability to work independently and remotely
• Proven track record in managing wealth for high net worth individuals, charities, or foundations is a plus
• Bachelor's degree in Finance, Accounting, or related field; advanced degrees or certifications are advantageous