Senior Portfolio Manager
Listed on 2026-06-05
-
Finance & Banking
Wealth Management -
Management
Wealth Management
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OPAL Corporate Connections provided pay rangeThis range is provided by OPAL Corporate Connections. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
CA $50,000.00/yr - CA $80,000.00/yr
Direct message the job poster from OPAL Corporate Connections
Over 20 years in Bilingual & Financial Recruitment, I help C-level executives and HR identify and attract top talent through strategic recruitment…We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.
Key Responsibilities- Develop and implement comprehensive investment strategies for high-net-worth clients
- Conduct sophisticated portfolio analysis and risk management
- Build and maintain relationships with institutional investment partners
- Collaborate with clients' other advisors (legal, tax, banking)
- Mentor junior team members and contribute to firm growth
- Stay current with market trends and regulatory changes
- CFA or CIM designation or equivalent professional certification
- Minimum 8 years of portfolio management experience
- Experience with high-net-worth clients and complex financial situations
- Strong analytical and communication skills
- Knowledge of Canadian and international investment markets
- Experience with alternative investments and institutional strategies
- 100% remote, with a downtown Toronto office available if you prefer to work on-site.
- Benefits start on day one.
- Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
- Tons of room for growth.
Mid-Senior level
Employment typeFull-time
Job functionBusiness Development and Finance
Recruiter ContactApply BELOW
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