Client Relationship Portfolio Manager Ontario

Elevate your career as a Client Relationship Portfolio Manager with a leading discretionary firm in Ontario, Canada. Focus on high-touch client service, business development, and building lasting client relationships.

This permanent role offers you the chance to thrive in a dynamic, remote environment. Bring your strong understanding of discretionary portfolios and client relationship management to support high-net-worth clients while working closely with portfolio managers. This opportunity combines exceptional compensation with a collaborative and entrepreneurial culture.

Key Responsibilities:

• Support prospect meetings and client follow-ups

• Lead the onboarding process and compliance coordination

• Build and maintain relationships with high-net-worth clients

• Deliver high-touch client service and portfolio support

• Partner with internal teams to enhance client experience

Requirements:

• CFA Level I or CIM designation required

• Registered or eligible as a Portfolio Manager

• 5+ years in wealth management or client relations

• Strong understanding of discretionary portfolios

• Excellent communication and relationship management skills

Explore a rewarding portfolio management role where client relationships and exceptional service are key.
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