Portfolio Manager, Wealth Advisory & Investment Management

Collins Recruitment Group; Toronto; On-site; CAD 90,000 - 150,000; Full time

Job summary

A leading Canadian investment firm is seeking a Portfolio Manager or Associate Portfolio Manager in Toronto, ON. The successful candidate will manage client relationships, deliver comprehensive wealth planning, and support clients in achieving their financial goals. Ideal applicants will possess at least 5 years of experience with high-net-worth clients and be in good standing with the Ontario Securities Commission. A highly competitive compensation package is offered, and the firm values a collaborative environment.

Qualifications

• Must be in good standing as an Associate Advising Representative or Advising Representative with the Ontario Securities Commission (OSC).
• Minimum of 5 years of experience working as an Investment Advisor or Associate Investment Advisor with high-net-worth individuals and families.
• Experience with high-net-worth clients and families is preferred.
• Strong communication and relationship-building abilities.
• Proficiency with the Microsoft Office Suite.

Responsibilities

• Develop and manage client relationships for investment management.
• Provide strategic guidance in wealth management areas like estate planning and tax.
• Conduct regular portfolio review meetings with clients.
• Conduct regular portfolio review meetings with clients.
• Collaborate with clients’ accountants, lawyers, and advisers.
• Respond promptly to inquiries with proactive solutions.
• Deliver exceptional service and build long-term client relationships.
• Mentor associates and work with private client/family office teams.
• Promote the firm's brand and cultivate new business opportunities.
• Maintain compliance-focused, team-oriented mindset.
• Stay updated on markets and economic developments.
• Promote thought leadership within networks.

Skills

Investment management

Client relationship management

Communication skills

Interpersonal skills

Attention to detail

Networking

Education

Bachelor’s or master’s degree in a business-related field

Professional designations such as CFA, CIM, TEP, or CAIA

CFA

CIM

TEP

CAIA

Tools

Microsoft Office Suite

Job description

Location: Toronto, ON (In-Office)

Our client, a highly respected Canadian firm specializing in investment management and multi-family office services, is seeking a Portfolio Manager or Associate Portfolio Manager (depending on registration status) with direct client relationship management experience. The successful candidate will serve as a trusted advisor, delivering comprehensive wealth planning and investment management solutions to support clients in achieving their unique financial goals.

As the firm’s primary point of contact for clients, the successful incumbent will be responsible for developing and managing both new and existing client relationships. The role involves providing strategic guidance across a broad range of wealth management areas, including estate planning, tax and compensation planning, corporate structuring, retirement planning, risk management and insurance, and investment management.

Committed to excellence and a personalized approach, the firm guides clients with clarity and confidence. It also offers a collaborative environment where employees are empowered to pursue their professional ambitions while making a positive impact within the communities they serve.

Responsibilities

• Work closely with private clients and high-net-worth families, leading with comprehensive planning to identify investment objectives and constraints, and develop an optimal target portfolio mix
• Manage client portfolios, including ongoing monitoring and rebalancing to align with client goals, target allocations, and return objectives
• Oversee custodial accounts and coordinate the execution of trades
• Conduct regular portfolio review meetings with clients
• Collaborate and coordinate with clients’ accountants, lawyers, and other professional advisors
• Respond promptly to client inquiries and address issues in a proactive, solutions-oriented manner
• Deliver exceptional client service while cultivating meaningful, long-term relationships built on trust and a deep understanding of each client’s goals and aspirations
• Provide mentorship and guidance to associates and collaborate closely with the firm’s private client and family office teams
• Act as a trusted ambassador of the firm, actively promoting our brand across the financial market and broader community, while identifying and cultivating new business opportunities
• Maintain a strong compliance-focused and team-oriented mindset
• Stay current on financial markets and economic developments relevant to clients
• Promote the firm’s thought leadership within professional and client networks

Qualifications

• Must be in good standing as an Associate Advising Representative or Advising Representative with the Ontario Securities Commission (OSC)
• Bachelor’s or master’s degree in a business-related field preferredProfessional designations such as CFA, CIM, TEP, or CAIA are considered an asset
• Knowledge of alternative investments is preferred
• Minimum of 5 years of experience working as an Investment Advisor or Associate Investment Advisor with high-net-worth individuals and families
• Exceptional written and verbal communication skills
• Strong client service orientation and interpersonal skills
• Excellent attention to detail and organizational abilities
• Demonstrated networking and relationship-building capabilities
• Proficiency with the Microsoft Office Suite

Compensation

• A highly competitive compensation package is offered.

Application Process

To apply for this position, please submit your resume to:

Shan Collins

Collins Recruitment Group

All applications and inquiries will be held in strict confidence.

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.