Portfolio Manager

Morgan McKinley

Ontario

Hybrid

CAD 130,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Professional development support

Flexible work hours

Stocked kitchen

Team events

Job summary

A leading Robo-Advisory in Toronto is seeking a Portfolio Manager to manage client portfolios and develop investment strategies using algorithmic tools. The role involves ensuring portfolios align with client objectives and market conditions. Candidates should have relevant financial qualifications and at least 2 years of experience. This position offers a competitive salary and a hybrid work environment.

Qualifications

Registered as Advising Representative (AR) or Associate Advising Representative (AAR)
Minimum 2+ years of experience in portfolio management or related roles
Strong knowledge of financial markets and investment strategies

Responsibilities

Manage daily client account trading to maintain target asset allocations
Conduct suitability analyses to ensure client risk profiles remain appropriate
Prepare client and internal reports on performance and activity

Skills

Portfolio Management

Financial Modeling

Investment Research

Communication Skills

Analytical Abilities

Education

Bachelor’s degree in Finance, Economics, Business

CFA or CIM + MBA

Tools

Portfolio Management Tools

Job description

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This range is provided by Morgan McKinley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$130,000.00/yr - CA$150,000.00/yr

Direct message the job poster from Morgan McKinley

Manager Finance & Accounting Recruitment

Location: Toronto

Work Model: Hybrid (1-2 days onsite)

ABOUT:

A leading Robo-Advisory is on the lookout for a Portfolio Manager to join their team in Toronto.

In this role, you will be responsible for managing and maintaining client portfolios, leveraging algorithmic tools, financial modeling, and market research to drive investment decisions. You will play a key role in developing and refining systematic investment strategies while ensuring portfolios remain aligned with client objectives, risk tolerance, and evolving market conditions.

Join an internationally recognized company where you'll collaborate with top professionals from around the globe while enjoying the stability of an established organization and the flexibility of an innovative, startup-like culture.

Key Responsibilities

Manage daily client account trading to maintain target asset allocations, including cash management, deposits, withdrawals, and rebalancing.
Conduct suitability analyses to ensure client risk profiles remain appropriate.
Serve as primary contact for investment-related inquiries, handling client communication, custodian coordination, and trade/account issues.
Support internal projects to improve efficiency, including risk questionnaire updates, portfolio management system migration, and model portfolio adjustments through ETF analysis.
Prepare client and internal reports (performance, gains/losses, activity) and update ETF performance data for marketing.
Maintain strong knowledge of financial markets, investment products, and robo-advisor compliance rules.
Demonstrate attention to detail, persistence in problem-solving, and ability to manage repetitive or complex tasks.

Qualifications

Must currently be registered as Advising representative (AR) or as Associate advising representative (AAR) with the requisite experience and education to be registered as AR
CFA is highly preferred (will consider CIM + MBA)
Bachelor’s degree in Finance, Economics, Business, or a related field;
Minimum of 2+ years of experience in portfolio management or related roles, with a demonstrated ability to manage client portfolios and generate strong investment returns.
Strong knowledge of financial markets, asset classes, and investment strategies.
Proficiency in investment research, financial modeling, and portfolio management tools.
Excellent communication skills, with the ability to explain complex investment concepts to clients and internal stakeholders.
Strong analytical and problem-solving abilities, with attention to detail and the ability to work under pressure.
Ability to work independently as well as collaboratively in a fast-paced, team-oriented environment.

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