Associate Portfolio Manager / Portfolio Manager (Saskatoon)

Q Wealth Partners; Calgary; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

Q Wealth Partners is seeking an experienced Portfolio Manager (or Associate Portfolio Manager) to join our Saskatoon partner network and oversee a growing Calgary practice. You’ll focus on advising clients and managing portfolios, backed by a firm that supports practice growth.

You will lead client meetings, maintain fiduciary standards, and collaborate with planners to align investment strategies. This role offers a path to full PM registration and a future leadership trajectory.

Qualifications

• Registration as an Advising Representative, or eligibility for Associate Advising Representative registration with a clear path to full PM registration (CFA® charter or CIM® designation).
• Fiduciary mindset and a genuine commitment to putting clients first.

Responsibilities

• Lead Know Your Client meetings and set mandates with complete documentation.
• Build long-term relationships and communicate clearly with clients and team.
• Create asset allocations within Mandate/IPS ranges and monitor daily in d1g1t.
• Perform KYC updates and suitability reviews annually, noting exceptions.
• Address client and advisor questions requiring market and portfolio depth.
• Collaborate with Financial Planners to align investment strategy and planning goals.
• Contribute to the investment committee and sub-committees.
• Resolve issues constructively and support Advising Representative duties.

Skills

Client relationships

Investment knowledge

Communication skills

Fiduciary mindset

Education

CFA® charter or CIM® designation

Tools

d1g1t platform

Job description

You've built a book. Now build a practice that grows.
You've earned your clients' trust, and you know how to manage money. What you may not have is the support around you: planners bringing you integrated relationships, an operations team handling the back office, and a firm whose investment approach you'd be proud to put your name to.
Q Wealth is looking for an experienced Portfolio Manager (or an Associate Portfolio Manager) working toward full registration) to join one of our Saskatoon partners. This role is for someone who already has an established client base and wants to spend their time advising clients and managing portfolios, with a firm behind them that helps the practice grow.

Why QWealth

• Fiduciary from the ground up. We're a portfolio management firm, so acting in the client's best interest is the legal standard we work to.
• Planning-led relationships. You'll work alongside our Financial Planners and Wealth Advisors. Investment strategy is built into each client's full financial picture, and that integration brings in new relationships.
• A real investment voice. Our PMs sit on the investment committee and its sub-committees. You'll help shape how the firm invests, not just carry out a model.
• Infrastructure that frees up your time. Portfolio oversight runs on d1g1t, with operations and compliance support behind you, so you spend more of your day with clients and less on administration.
• Transition support. Onboarding support for transitioning clients, dedicated ops help during the move.
• A long-term path. We're building our Saskatoon presence and want someone who can grow into a leadership role as the team expands.

What You'll Do

• Lead Know Your Client meetings, set appropriate mandates and investment policies, and meet all fiduciary obligations, with clear, complete documentation throughout.
• Build long-term, trusting relationships with clients, and communicate clearly with clients, colleagues and the wider team.
• Build asset mixes that fit each client's mandate, needs and restrictions, and keep portfolios within Mandate/IPS ranges through daily oversight in d1g1t.
• Complete KYC updates and suitability reviews for every client at least once every 12 months, documenting any exceptions.
• Answer client and advisor questions that need real analytical depth on markets, the economy, products and portfolio performance.
• Partner with each client's Financial Planner or Wealth Advisor so investment strategy and planning goals work together.
• Contribute to the investment committee and sub-committees.
• Resolve issues constructively when they come up, and take on other duties that call for an Advising Representative.

What You Bring

• Registration as an Advising Representative, or eligibility for Associate Advising Representative registration with a clear path to full PM registration (CFA® charter or CIM® designation
• A fiduciary mindset and a genuine commitment to putting clients first.
• Strong communication skills with clients and colleagues alike.
• Interest in contributing to firm-wide investment decisions.