Portfolio Manager

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

We are retained by a growing, independent wealth management firm in Toronto to identify a client-focused Portfolio Manager for a key role on their advisory team. Our client is a boutique, conflict-free firm, not tied to a bank or proprietary products. Delivering integrated financial planning and portfolio management with the kind of personal attention only a boutique can offer.

About the Firm

Independent and in an exciting growth phase, this firm is built on a client-first philosophy. Every team member has real ownership over their work and room to grow alongside the business. If you want to do meaningful work without the bureaucracy of a large institution, you'll feel at home here.

The Role

As Portfolio Manager, you'll be the trusted point of contact for a book of clients across mass affluent, HNW, and UHNW households. You'll manage portfolios on a fully discretionary basis, partner with the CIO office on investment strategy, and own the client experience end-to-end. This role reports to the CIO — you are not expected to bring a book of business.

What You'll Do

• Build deep, trust-based client relationships across mass affluent, HNW, and UHNW households
• Manage portfolios on a fully 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

What You Bring

• 3–5 years of experience in portfolio management, investment counsel, or a senior client-facing wealth management role (required)
• Licensed or eligible to be licensed as a Portfolio Manager with the OSC (required)
• CFA or CIM designation (required)
• Strong investment fundamentals across active and passive strategies
• Exceptional communication and empathy — you make complex ideas accessible and clients feel heard
• Entrepreneurial, collaborative, and detail-oriented

Where You'll Work

Liberty Village, Toronto (preference for two days in-office). Fully remote within Canada considered for the right candidate.

Growth Path

A clear path to Senior Portfolio Manager and, ultimately, Partner. You'll have the mentorship, responsibility, and client exposure to get there.