Associate Portfolio Manager

Q Wealth Partners; Old Toronto; Hybrid; CAD 65,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a dedicated Associate Portfolio Manager to join their dynamic team. This full-time hybrid role focuses on delivering exceptional client experiences and supporting impactful investment strategies. Ideal candidates will possess strong communication skills, relevant professional designations like CFA or CIM, and a minimum of five years in investment management. Join a collaborative environment that values innovation and excellence, and make a meaningful impact in the world of finance. If you are passionate about client-centric service and financial planning, this opportunity is perfect for you.

Benefits

Professional development opportunities

Collaborative team culture

Flexible work environment

Supportive team

Impactful investment strategies

Qualifications

• Bachelor’s degree in Finance or related field required.
• CFA or CIM designation is mandatory; CFP preferred.

Responsibilities

• Manage client experiences, ensuring satisfaction and trust.
• Conduct financial analysis and support decision-making.

Skills

Client-Centric Approach

Strong Communication Skills

Multi-Tasking Excellence

Dedication to Excellence

Education

Bachelor’s degree in Finance

CFA or CIM

CFP, QAFP, or PFP (preferred)

Tools

Microsoft Excel

YCharts

Conquest

Job description

Q Wealth Partners is seeking a dedicated Associate Portfolio Manager to join one of our GTA Partners in a full-time hybrid role. This position focuses on delivering exceptional client experiences, supporting portfolio management and financial planning processes, and contributing to impactful investment strategies. Ideal candidates bring strong communication skills, a client-centric mindset, relevant professional designations (CFA or CIM), and at least five years of industry experience. The role offers a collaborative work environment, opportunities for growth, and the chance to make a meaningful impact in a dynamic, forward-thinking firm.

What You Will Do

• Manage all aspects of an exceptional client experience, ensuring high levels of satisfaction and trust through proactive communication and tailored solutions.
• Prepare and present materials for clients with varied levels of investment understanding, ensuring clarity and professionalism.
• Conduct detailed financial analysis and market research to support Portfolio Manager’s decision-making.
• Monitor and evaluate portfolio performance, making recommendations for adjustments as needed.
• Operate collaboratively with the organization’s support teams to enhance the firm’s client service responsibilities.
• Allocate mandates and trade positions to manage cash flow and new client deposits.
• Support financial planning processes, including completing and updating financial plans with Conquest software.
• Maintain up-to-date knowledge of financial markets, economic trends, and industry developments.
• Ensure adherence to regulatory requirements and internal policies.

What You Bring

• Client-Centric Approach: Proven success in building exceptional, long-term client relationships with a focus on delivering a seamless and personalized client experience.
• Strong Communication Skills: Excellent verbal and written communication skills, with the ability to connect effectively with clients of varied investment knowledge.
• Collaborative Spirit: Demonstrated ability to work cohesively in a flexible and dynamic environment.
• Multi-Tasking Excellence: Ability to prioritize and manage a wide range of dynamic responsibilities while maintaining attention to detail.
• Dedication to Excellence: A self-motivated investment professional with a strong reputation for excellence, work ethic, and commitment to delivering results.

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Designations: CFA or CIM required; CFP, QAFP, or PFP designations preferred.
• Experience:
• Minimum 5 years of experience in investment management, financial analysis, or a related field.
• Registration as an Associate Portfolio Manager or Portfolio Manager required.
• Technology Proficiency:
• Advanced Microsoft Excel skills for financial modeling and data analysis.
• Experience with YCharts for investment research.
• Proficiency in Conquest financial planning software is required.

What We Offer

• A hybrid work environment (3 days in-office after 3-month probation).
• Opportunities for professional development and growth.
• A collaborative and supportive team culture that values innovation and excellence.
• A chance to work on impactful investment strategies in a dynamic and fast-paced environment.

If you’re ready to take the next step in your career and contribute to a forward-thinking team, we’d love to hear from you.