Portfolio Manager Wealth Management

French-speaking Portfolio Manager sought for hybrid work, combining personalised portfolio construction with client-focused investment advisory and growth.

Advisor Solutions by Purpose supports independent portfolio management and financial advisory businesses across Canada. This client-facing Portfolio Manager works with Harness Investment Management Inc. to provide discretionary investment management services. The position connects portfolio decisions, partner-firm relationships, service, and business growth.

• Serve as advisors’ first call for portfolio and client needs
• Conduct scheduled portfolio reviews and quarterly partner business reviews
• Build personalised portfolios reflecting individual client needs
• Coordinate trading, product, service, and sales for opportunities
• Meet and exceed growth, retention, and KPI targets

• Hold a CFA or CIM designation
• Bring three to five years of client-facing experience
• Experience in portfolio management, investment advisory, or wealth management
• Communicate fluently in written and verbal French
• Hold a bachelor’s degree in finance, economics, business, or related field

Apply portfolio management, French communication, and relationship-building skills to support Purpose’s growing partner network.