Senior Portfolio Manager - Remote, High-Net-Worth Growth

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

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.