Remote Partner — Wealth Management & Planning

Treegrove Investment Management Inc. is seeking a full-time remote Partner to lead client relationships, provide strategic investment and financial planning advice, and help grow the firm’s client base.

Day-to-day duties include managing and reviewing client portfolios, developing and presenting financial plans, and monitoring market developments relevant to client strategies. The Partner will collaborate on firm-wide investment decisions, contribute to research and due diligence, and support