Portfolio Manager

This is a pure portfolio management + client advisory role

You’ll manage a book of clients across mass affluent, HNW, and UHNW segments, own the onboarding experience, and run portfolios on a fully discretionary basis in partnership with the CIO.

If you’re looking to step into a high-trust, high-impact seat with real client ownership — this is it.

What You’ll Do

• Own and deepen relationships with a portfolio of clients
• Manage discretionary portfolios (active + passive strategies) alongside the CIO office
• Deliver clear, high-quality portfolio reviews and ongoing client communication
• Collaborate with planning, investments, and operations teams
• Contribute to investment discussions and portfolio strategy
• Ensure full compliance with regulatory and internal standards

Must-Haves (Non-Negotiable)

• 3–5 years in portfolio management, investment counsel, or senior wealth advisory
• Licensed (or eligible) as a Portfolio Manager with the OSC
• CFA or CIM designation
• Strong foundation across active and passive investment strategies
• Proven ability to manage client relationships and communicate complex ideas simply

What Stands Out

• High emotional intelligence — clients trust you quickly
• Detail-oriented with strong analytical rigor
• Comfortable working with modern tools and leveraging AI to improve efficiency
• Collaborative — you elevate the team around you

Why This Role

• No book required — focus on managing and growing client relationships
• Direct exposure to CIO and investment decision-making
• Real ownership, real impact, real seat at the table
• Competitive base + bonus
• Full benefits

Candidates must be eligible to work in Canada

If you’re a Portfolio Manager ready to step into a true advisory + discretionary mandate role , let’s connect.