Senior Portfolio Manager

Job Description

This is a remote position.

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

Requirements

• 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

Benefits

- 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.

Requirements
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