Bilingual Associate Portfolio Manager

Manzil; Edmonton; On-site; CAD 70,000 - 90,000; Full time

Job summary

Manzil, une plateforme FinTech islamique leader au Canada, recherche un Bilingual Associate Portfolio Manager. Vous serez chargé de la gestion des portefeuilles clients, du développement commercial et du soutien à l'équipe d'investissement au sein d'une organisation éthique et impactante. C'est une excellente occasion de rejoindre une entreprise en pleine croissance et de contribuer à des solutions financières éthiques pour un marché mal desservi.

Benefits

Competitive compensation

Flexible work environment

Mission-driven culture

Qualifications

• Native proficiency in English and French (oral and written).
• Minimum 2 years of experience in wealth management or investment management.
• Progress towards or completion of financial designations (CFA, CAIA, CFP, CIM, CSC).

Responsibilities

• Develop and maintain strong relationships with retail and institutional clients.
• Support client onboarding and investment discussions.
• Assist with the production of investment reports.

Skills

Interpersonal skills

Communication

Detail-oriented

Client-first mindset

Education

Undergraduate degree in finance, economics, or related field

Tools

CRM tools

Job description

Manzil is Canada’s leading Islamic FinTech platform, dedicated to providing Halal financial solutions that help Canadians build wealth and achieve their financial goals in a faith-based and ethical manner. As we expand our asset management division, we are seeking a talented and mission-aligned Bilingual Associate Portfolio Manager to join our team.

Position Overview :

We are looking for a full-time Bilingual Associate Portfolio Manager to play a key role in our investment management team. The ideal candidate will be responsible for all aspects of client portfolio management and will support functions across business development, client service, marketing, and investment research. This is a unique opportunity to be part of a purpose-driven organization shaping the future of Halal investing in Canada.

Key Responsibilities :

• Develop and maintain strong relationships with retail and institutional clients
• Respond to inquiries from prospective and existing clients regarding our wealth management services
• Support client onboarding, suitability assessments, and investment discussions
• Act as a subject matter expert for our investment team when communicating with clients
• Provide updates on portfolio positioning, capital markets, and relevant financial trends
• Assist with the production of internal and external investment reports
• Contribute to marketing content, social media updates, and help center materials
• Support investment team functions, including economic and market analysis, product research, and portfolio construction
• Participate in investment committee meetings
• Collaborate across teams to improve onboarding and servicing workflows

Qualifications :

• Native / professional proficiency in both English and French (oral and written) — required
• Minimum 2 years of experience in wealth management or investment management
• Undergraduate degree in finance, economics, or a related field
• Strong interpersonal and communication skills, with a client-first mindset
• Proven ability to translate complex financial concepts into clear, understandable language
• Highly detail-oriented with excellent organizational and follow-up skills
• Demonstrated passion for financial markets and ethical investing
• Comfortable using modern technology platforms and CRM tools
• Progress towards or completion of financial designations (CFA, CAIA, CFP, CIM, CSC)
• Registered as an Associate Advising Representative (AAR) with Canadian securities regulators or eligible to register
• Bonus : experience working at a boutique or scale-up asset management firm

Why Join Manzil?

• Be part of a fast-growing, innovative Islamic FinTech in Canada
• Work alongside a team that values faith, purpose, and impact
• Help build ethical wealth solutions that serve an underserved market
• Competitive compensation, flexible work environment, and mission-driven culture

Apply Now

If you’re excited to pioneer the next chapter of Manzil’s investment vision and bring values-based investing to new heights in Canada and beyond, we’d love to hear from you.

Send your resume and cover letter to with subject : PM / IFM Founding Candidate – (Your Name)

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Manzil is an equal opportunity employer. We are committed to fostering an inclusive and accessible environment for all candidates.

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