Boutique Wealth Portfolio Manager – Hybrid, Toronto

Oakbridge Search Partners; Toronto; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

Oakbridge Search Partners in Toronto is assisting a growing independent wealth management firm to identify a client-focused Portfolio Manager for their advisory team. The role involves serving as the trusted contact for clients across mass affluent, HNW, and UHNW households, managing portfolios on a fully discretionary basis, and collaborating with the CIO office on investment strategy.

The position reports to the CIO, with no requirement to bring a book of business.

Qualifications

• 3–5 years of experience in portfolio management or wealth management.
• Licensed or eligible to be licensed as a Portfolio Manager with the OSC.
• CFA or CIM designation.
• Strong investment fundamentals across active and passive strategies.
• Excellent communication and empathy with clients.
• Entrepreneurial, collaborative and detail-oriented.

Responsibilities

• Build deep, trust-based client relationships across mass affluent, HNW, and UHNW households.
• Manage portfolios on a discretionary basis using active and passive strategies.
• Own onboarding end-to-end, from discovery through account setup and first-year review.
• Deliver clear portfolio reviews and proactive communication through market cycles.
• Collaborate with the planning team to integrate financial planning into portfolio decisions.
• Contribute to investment committee discussions and model development.
• Maintain meticulous records in line with OSC and firm compliance standards.

Skills

Portfolio management

OSC licensing

Active & passive investing

Client communication

Empathy

Entrepreneurial mindset

Detail-oriented

Collaborative

Education

CFA designation

CIM designation

Job description

Oakbridge Search Partners in Toronto is assisting a growing independent wealth management firm to identify a client-focused Portfolio Manager for their advisory team. The role involves serving as the trusted contact for clients across mass affluent, HNW, and UHNW households, managing portfolios on a fully discretionary basis, and collaborating with the CIO office on investment strategy.

The position reports to the CIO, with no requirement to bring a book of business.