Bilingual Portfolio Manager, Multi-Asset Strategies

Worldsource Wealth Management; Markham; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Canada seeks a Registered Portfolio Manager to design, build, and manage multi-asset portfolios. The ideal candidate will have over 5 years of experience, be a CFA charter holder, and be fluent in both French and English. This role involves monitoring portfolio performance, collaborating with advisors, and supporting product approval processes. Competitive compensation based on experience is offered.

Qualifications

• 5+ years as a Portfolio Manager or Strategist focusing on multi-asset solutions.
• Proven experience supporting retail advisors.

Responsibilities

• Build and manage multi-asset model portfolios.
• Monitor portfolio and strategy performance.
• Provide portfolio construction guidance to advisor teams.
• Support product approval process through due diligence.
• Contribute to presentations and client meetings.

Skills

Bilingual in French and English

Strong communication skills

Collaborative team player

Education

CFA charter holder

Job description

A leading wealth management firm in Canada seeks a Registered Portfolio Manager to design, build, and manage multi-asset portfolios. The ideal candidate will have over 5 years of experience, be a CFA charter holder, and be fluent in both French and English. This role involves monitoring portfolio performance, collaborating with advisors, and supporting product approval processes. Competitive compensation based on experience is offered.