Robo-Advisory Portfolio Manager - Hybrid, Flexible Hours

Morgan McKinley; Ontario; Hybrid; CAD 130,000 - 150,000; Full time

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

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.