Transition Portfolio Manager

Harbourfront Wealth Management; Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto seeks a Transition Portfolio Manager to engage with high-net-worth clients, providing tailored wealth management solutions. The ideal candidate will have a strong background in financial analysis and client relationship management, including a CIM or CFA Level 1 certification. This role promises a dynamic work environment and a commitment to diversity and inclusion.

Qualifications

• 4+ years of experience in financial analysis or investment due diligence.
• Licensed as a Portfolio Manager with a CIRO-regulated dealer.
• Experience in advisory or relationship management roles.

Responsibilities

• Meet high-net-worth clients to understand their financial goals.
• Serve as a subject matter expert on products and services.
• Provide market commentary on portfolio performance.
• Support advisors with product offerings.
• Conduct product-level analysis within market conditions.
• Collaborate with the Office of the CIO on initiatives.

Skills

Financial analysis

Client relationship management

Interpersonal skills

Sales skills

Education

Undergraduate degree in Finance, Economics, Business, or a related field

Completion of the CIM and/or CFA Level 1

Job description

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO-registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. At Harbourfront Wealth, our core values start with the belief that great people make great companies. Our head office is in downtown Vancouver with over 47 branches across Canada.

Career opportunity :

We are seeking a Transition Portfolio Manager to join our Toronto location. This role offers a unique opportunity to work with a team investing across a broad global mix of private market products including private equity, real estate, private credit, and infrastructure. The Harbourfront Portfolio Management team employs a holistic approach to alpha-generating strategies, utilizing both quantitative and fundamental techniques.

You will be responsible for :

1. Meeting with high-net-worth clients to understand their financial goals and objectives, and introducing them to Harbourfront’s wealth management solutions.
2. Serving as a subject matter expert on Harbourfront’s products and services, supporting clients and advisors with insights.
3. Providing market commentary to help clients interpret portfolio performance within broader economic trends.
4. Supporting advisors in navigating our product offerings to deliver high-quality service.
5. Conducting product-level analysis within current market conditions, offering clear insights.
6. Collaborating with the Office of the CIO on strategic initiatives and special projects.

The ideal candidate for this position has :

• Completion of the CIM and/or CFA Level 1.
• Licensed as a Portfolio Manager authorized to manage discretionary accounts with a CIRO-regulated investment dealer.
• At least 4 years of experience in financial analysis or investment due diligence.
• Experience working directly with clients in advisory or relationship management roles.
• Strong interpersonal and sales skills, both in person and over the phone.
• Undergraduate degree in Finance, Economics, Business, or a related field.
• Highly self-motivated with a strong work ethic and a long-term career commitment as a financial professional and portfolio manager.

Diversity and Inclusion

We value diversity and are committed to providing equal employment opportunities and a workplace free from discrimination and harassment. All applicants and employees will receive equal treatment regardless of race, colour, ethnicity, sex, marital status, disability, age, sexual orientation, religion, or belief.

Additional Information

Seniority level: Associate

Employment type: Full-time

Job function: Business Development, Finance, and Sales

Referrals increase your chances of interviewing at Harbourfront Wealth Management by 2x.

Get notified about new Portfolio Manager jobs in Greater Toronto Area, Canada.