We are retained by a growing, independent wealth management firm in Toronto to identify a client-focused Portfolio Manager for a key role on their advisory team. Our client is a boutique, conflict-free firm, not tied to a bank or proprietary products. Delivering integrated financial planning and portfolio management with the kind of personal attention only a boutique can offer.

About the Firm

Independent and in an exciting growth phase, this firm is built on a client-first philosophy. Every team member has real ownership over their work and room to grow alongside the business. If you want to do meaningful work without the bureaucracy of a large institution, you'll feel at home here.

The Role

As Portfolio Manager, you'll be the trusted point of contact for a book of clients across mass affluent, HNW, and UHNW households. You'll manage portfolios on a fully discretionary basis, partner with the CIO office on investment strategy, and own the client experience end-to-end. This role reports to the CIO — you are not expected to bring a book of business.

What You'll Do

- Build deep, trust-based client relationships across mass affluent, HNW, and UHNW households
- Manage portfolios on a fully discretionary basis using active and passive strategies
- Own onboarding end-to-end,



from discovery through account setup and first-year review
- Deliver explicit portfolio reviews and proactive communication through market cycles
- Collaborate with the planning team to integrate financial planning into portfolio decisions
- Contribute to investment committee discussions and model development
- Maintain meticulous records in line with OSC and firm compliance standards

What You Bring

- 3–5 years of experience in portfolio management, investment counsel, or a senior client-facing wealth management role (required)
- Licensed or eligible to be licensed as a Portfolio Manager with the OSC (required)
- CFA or CIM designation (required)
- Strong investment fundamentals across active and passive strategies
- Exceptional communication and empathy — you make complex ideas accessible and clients feel heard
- Entrepreneurial, collaborative, and detail-oriented

Where You'll Work

Liberty Village, Toronto (preference for two days in-office). Fully remote within Canada considered for the right candidate.

Growth Path

A clear path to Senior Portfolio Manager and, ultimately, Partner. You'll have the mentorship, responsibility, and client exposure to get there.

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📌 Portfolio Manager (Toronto)
🏢 Oakbridge Search Partners
📍 Toronto