Senior Portfolio Manager

OPAL Corporate Connections; Toronto; Hybrid; CAD 150,000 - 280,000; Full time

Benefits offered by this job

100% remote

Day-one benefits

Flexible compensation (base +_commish)

Job summary

OPAL Corporate Connections seeks a senior Portfolio Manager to lead investment strategy for high-net-worth families and entrepreneurs. You will work remotely with focus on client outcomes, risk management, and cross-advisor collaboration.

The role offers strong autonomy, strategic growth opportunities, and options for 100% commission or base salary with a smaller commission, with Canada-wide remote work and optional Toronto office presence.

Qualifications

• Minimum 8 years of portfolio management experience.
• Experience with high-net-worth clients and complex financial situations.
• CFA or CIM designation or equivalent professional certification.

Responsibilities

• Develop and implement investment strategies for high-net-worth clients.
• Conduct sophisticated portfolio analysis and risk management.
• Build and maintain relationships with institutional investment partners.
• Collaborate with clients' other advisors (legal, tax, banking).
• Mentor junior team members and contribute to firm growth.
• Stay current with market trends and regulatory changes.

Skills

Portfolio management

Client relationships

Analytical skills

Communication skills

Market knowledge

Business development

Education

CFA or CIM designation

Job description

This is a remote position. We are proud to partner with a great wealth management firm to recruit a sales-driven, highly independent Portfolio Manager to join their team. This senior role offers the opportunity to work with high-net-worth families, executives, and entrepreneurs while shaping institutional-quality investment strategies. The ideal candidate is a self-motivated professional with strong business-development instincts and deep expertise in managing complex portfolios. If you excel in a client-focused environment and are looking to make a significant impact within a growing organization, we invite you to explore this opportunity.

Key Responsibilities

• Develop and implement comprehensive investment strategies for high-net-worth clients
• Conduct sophisticated portfolio analysis and risk management
• Build and maintain relationships with institutional investment partners
• Collaborate with clients' other advisors (legal, tax, banking)
• Mentor junior team members and contribute to firm growth
• Stay current with market trends and regulatory changes

Requirements

• CFA or CIM designation or equivalent professional certification
• Minimum 8 years of portfolio management experience
• Experience with high-net-worth clients and complex financial situations
• Strong analytical and communication skills
• Knowledge of Canadian and international investment markets
• Experience with alternative investments and institutional strategies

Benefits

• 100% remote, with a downtown Toronto office available if you prefer to work on-site.
• Benefits start on day one.
• Compensation is flexible: you can choose a higher-percentage, 100% commission structure or a base salary plus a smaller commission.
• Tons of room for growth.

Originally posted on Himalayas