Ontario Portfolio Manager – Client Focused

Join a thriving firm as a Client-Focused Portfolio Manager in Ontario, Canada. This permanent position emphasizes client relationships, high-level service, and collaborative growth in a fully remote setting.

As part of a discretionary portfolio management firm, you will leverage your expertise in investment products and relationship management to build and maintain connections with high-net-worth clients. This role allows for career advancement while delivering unparalleled client support and driving business development.

Key Responsibilities:

• Facilitate prospect meetings and investment presentations

• Handle client onboarding and compliance coordination

• Cultivate strong relationships with high-net-worth clients

• Provide exceptional ongoing portfolio support

• Collaborate with portfolio managers to improve client experience

Requirements:

• CFA Level I or CIM designation needed

• Registered as a Portfolio Manager or eligible

• Minimum 5 years in wealth management experience

• Strong grasp of discretionary portfolios and regulations

• Exceptional communication and relational skills

Advance your career with a client-centric approach to portfolio management in a rewarding environment.
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