Portfolio Manager

A leading wealth management firm is looking to add an experienced Portfolio Manager to its investment management team.

This is an excellent opportunity for a client-centric investment professional who enjoys combining portfolio management, high-net-worth client relationships, investment strategy and financial planning.

• Manage the firm's proprietary funds and investment strategies across client portfolios
• Conduct annual KYC reviews and work closely with HNW individuals and families
• Develop tailored portfolio strategies based on client objectives, risk tolerance, liquidity needs and time horizons
• Support the onboarding of new advisors and transitioning client relationships
• Integrate investment management with financial planning, tax strategy awareness and long-term wealth goals
• Participate in investment team meetings, contributing market insights and security analysis
• Execute trades, manage cash flows and rebalance discretionary portfolios in accordance with IPS and firm mandates
• Maintain strong compliance, documentation and risk-management standards

• 3-5 years of relevant investment management and financial services experience
• Currently registered as an Advising Representative (AR) with a provincial securities commission preferred/required
• CFA candidates who are not currently registered may also be considered
• Strong understanding of KYC, portfolio construction and investment management
• Excellent communication and presentation skills
• Comfortable working directly with high-net-worth clients
• Collaborative, team-oriented approach

Up to 20% discretionary performance bonus

The role is onsite 5 days/week for the first 3-6 months
, transitioning thereafter to a hybrid model with a minimum of 3 days/week in office
. Attendance is required for Monday morning investment team meetings.

Interested? If you're an experienced investment professional looking for an opportunity to combine portfolio management with meaningful HNW client relationships, we'd love to hear from you.

This position is being recruited on behalf of our client. The firm's name will be shared with qualified candidates.

#Portfolio Manager #Wealth Management #Investment Management #Asset Management #CFA #Investments #Oakville Jobs #Financial Services #Hiring #Ontario Jobs