Portfolio Manager

Professional Staffing; Canada; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base + bonus

Full benefits

Job summary

Professional Staffing is seeking a Portfolio Manager in Canada. This pure portfolio management and client advisory role involves managing discretionary portfolios and enhancing client relationships across various wealth segments. The ideal candidate has 3–5 years in portfolio management, holds a CFA or CIM designation, and is licensed to operate as a Portfolio Manager with the OSC. This position emphasizes real client ownership, collaboration, and a competitive compensation package, including bonuses and full benefits.

Qualifications

• 3–5 years in portfolio management, investment counsel, or senior wealth advisory.
• Licensed (or eligible) as a Portfolio Manager with the OSC.
• CFA or CIM designation.
• Strong foundation across active and passive investment strategies.
• Proven ability to manage client relationships and communicate complex ideas simply.

Responsibilities

• Own and deepen relationships with a portfolio of clients.
• Manage discretionary portfolios alongside the CIO office.
• Deliver clear, high-quality portfolio reviews and ongoing client communication.
• Collaborate with planning, investments, and operations teams.
• Contribute to investment discussions and portfolio strategy.
• Ensure full compliance with regulatory and internal standards.

Skills

Portfolio management

Investment counsel

Client relationship management

Strong communication

Education

CFA or CIM designation

Licensure as Portfolio Manager with the OSC

Job description

This is a pure portfolio management + client advisory role

You’ll manage a book of clients across mass affluent, HNW, and UHNW segments, own the onboarding experience, and run portfolios on a fully discretionary basis in partnership with the CIO.

If you’re looking to step into a high-trust, high-impact seat with real client ownership — this is it.

What You’ll Do

• Own and deepen relationships with a portfolio of clients
• Manage discretionary portfolios (active + passive strategies) alongside the CIO office
• Deliver clear, high-quality portfolio reviews and ongoing client communication
• Collaborate with planning, investments, and operations teams
• Contribute to investment discussions and portfolio strategy
• Ensure full compliance with regulatory and internal standards

Must-Haves (Non-Negotiable)

• 3–5 years in portfolio management, investment counsel, or senior wealth advisory
• Licensed (or eligible) as a Portfolio Manager with the OSC
• CFA or CIM designation
• Strong foundation across active and passive investment strategies
• Proven ability to manage client relationships and communicate complex ideas simply

What Stands Out

• High emotional intelligence — clients trust you quickly
• Detail-oriented with strong analytical rigor
• Comfortable working with modern tools and leveraging AI to improve efficiency
• Collaborative — you elevate the team around you

Why This Role

• No book required — focus on managing and growing client relationships
• Direct exposure to CIO and investment decision-making
• Real ownership, real impact, real seat at the table
• Competitive base + bonus
• Full benefits

Candidates must be eligible to work in Canada

If you’re a Portfolio Manager ready to step into a true advisory + discretionary mandate role, let’s connect.