Senior Portfolio Manager, Private Client Growth

Beutel, Goodman & Company Ltd.; Toronto; On-site; CAD 150,000 - 230,000; Full time

Job summary

Beutel Goodman in Toronto is seeking a Portfolio Manager for the Private Client Group to cultivate and manage relationships with high-net-worth clients, families, foundations, and Indigenous communities.

The role combines deep investment knowledge with strong relationship management, delivering thoughtful portfolio construction, disciplined investment management, and exceptional client service to help clients reach their long‑term objectives.

Qualifications

• 10+ years of relevant investment industry experience.
• Experience managing discretionary portfolios and advising high-net-worth clients.
• CFA designation or equivalent investment credentials strongly preferred.

Responsibilities

• Manage a portfolio of high-net-worth clients with discretionary authority and proactive engagement.
• Lead client discovery discussions to understand objectives, constraints, and risk tolerance; prepare Investment Policy Statements.
• Develop new relationships and expand existing ones, representing Beutel Goodman in meetings and industry events.

Skills

Relationship Mgmt

Portfolio Management

Business Development

Client Communications

Education

Undergraduate degree

CFA designation

Job description

Beutel Goodman in Toronto is seeking a Portfolio Manager for the Private Client Group to cultivate and manage relationships with high-net-worth clients, families, foundations, and Indigenous communities.

The role combines deep investment knowledge with strong relationship management, delivering thoughtful portfolio construction, disciplined investment management, and exceptional client service to help clients reach their long‑term objectives.