Step into a hybrid role as an Associate Portfolio Manager at Q Wealth in Toronto, Ontario. This position demands detail-oriented professionals focused on client needs and investment strategies.
Q Wealth is seeking an Associate Portfolio Manager to join their Core PM Services team. This full-time role will allow you to engage with clients and assist in the portfolio management process. You'll collaborate with Portfolio Managers and use a digital platform for communication and trade approvals, offering a path toward becoming an unrestricted Advising Representative.
Key Responsibilities:
• Use digital platforms for client interactions
• Collaborate with Portfolio Managers on client goals
• Support trade approvals for pre-approved advice




• Maintain client profiles within CRM systems
• Analyze client inquiries regarding investment products
Requirements:
• Eligible for Associate Advising Representative registration
• Experience using AI tools for efficiency
• Solid analytical skills with attention to detail
• Familiarity with investment products
• CRM and portfolio management database experience
Enhance client relationships and investment strategies at Q Wealth as you grow in your finance career.
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📌 Associate Portfolio Manager in Toronto
🏢 YouPotential
📍 Toronto