Portfolio Manager

The Vantage Talent Group; Oakville; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus up to 20%

Job summary

The Vantage Talent Group is seeking an experienced Portfolio Manager to join its investment management team in Oakville, Ontario. This client-centric role combines portfolio management with high-net-worth client relationships, investment strategy and financial planning.

Key responsibilities include managing proprietary funds, performing KYC reviews, developing tailored strategies and coordinating with advisors.

Qualifications

• 3-5 years of relevant investment management and financial services experience.
• Registered as an Advising Representative (AR) with a provincial securities commission preferred/required.
• CFA candidates who are not currently registered may also be considered.
• Strong understanding of KYC, portfolio construction and investment management.
• Excellent communication and presentation skills.
• Comfortable working directly with high-net-worth clients.
• Collaborative, team-oriented approach.

Responsibilities

• Manage the firm's proprietary funds and investment strategies across client portfolios.
• Conduct annual KYC reviews and work closely with HNW individuals and families.
• Develop tailored portfolio strategies based on client objectives, risk tolerance, liquidity needs and time horizons.
• Support the onboarding of new advisors and transitioning client relationships.
• Integrate investment management with financial planning, tax strategy awareness and long-term wealth goals.
• Participate in investment team meetings, contributing market insights and security analysis.
• Execute trades, manage cash flows and rebalance discretionary portfolios in accordance with IPS and firm mandates.
• Maintain strong compliance, documentation and risk-management standards.

Skills

Portfolio management

Client relationships

Investment analysis

Communication skills

Team collaboration

Regulatory/compliance awareness

Job description

A leading wealth management firm is looking to add an experienced Portfolio Manager to its investment management team.

This is an excellent opportunity for a client-centric investment professional who enjoys combining portfolio management, high-net-worth client relationships, investment strategy and financial planning.

What You'll Do

• Manage the firm's proprietary funds and investment strategies across client portfolios
• Conduct annual KYC reviews and work closely with HNW individuals and families
• Develop tailored portfolio strategies based on client objectives, risk tolerance, liquidity needs and time horizons
• Support the onboarding of new advisors and transitioning client relationships
• Integrate investment management with financial planning, tax strategy awareness and long-term wealth goals
• Participate in investment team meetings, contributing market insights and security analysis
• Execute trades, manage cash flows and rebalance discretionary portfolios in accordance with IPS and firm mandates
• Maintain strong compliance, documentation and risk-management standards

What We're Looking For

• 3-5 years of relevant investment management and financial services experience
• Currently registered as an Advising Representative (AR) with a provincial securities commission preferred/required
• CFA candidates who are not currently registered may also be considered
• Strong understanding of KYC, portfolio construction and investment management
• Excellent communication and presentation skills
• Comfortable working directly with high-net-worth clients
• Collaborative, team-oriented approach

Compensation & Work Model

Up to 20% discretionary performance bonus

The role is onsite 5 days/week for the first 3-6 months, transitioning thereafter to a hybrid model with a minimum of 3 days/week in office. Attendance is required for Monday morning investment team meetings.

Interested? If you're an experienced investment professional looking for an opportunity to combine portfolio management with meaningful HNW client relationships, we'd love to hear from you.

This position is being recruited on behalf of our client. The firm's name will be shared with qualified candidates.

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