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.
Salary: Flexible - Commission or Base + Commission
