A leading wealth management firm is looking to add an experienced Portfolio Manager to its investment management team.

This is an excellent opportunity for a

client-centric investment professional

who enjoys combining portfolio management, high-net-worth client relationships, investment strategy and financial planning.

What You'll Do

Manage the firm's proprietary funds and investment strategies across client portfolios

Conduct annual KYC reviews and work closely with HNW individuals and families

Develop tailored portfolio strategies based on client objectives, risk tolerance, liquidity needs and time horizons

Support the onboarding of new advisors and transitioning client relationships

Integrate investment management with financial planning, tax strategy awareness and long-term wealth goals

Participate in investment team meetings, contributing market insights and security analysis

Execute trades, manage cash flows and rebalance discretionary portfolios in accordance with IPS and firm mandates

Maintain strong compliance, documentation and risk-management standards

What We're Looking For

3-5 years

of relevant investment management and financial services experience

Currently registered as an

Advising Representative (AR)





with a provincial securities commission

preferred/required

CFA candidates

who are not currently registered may also be considered

Robust understanding of KYC, portfolio construction and investment management

Excellent communication and presentation skills

Comfortable working directly with high-net-worth clients

Collaborative, team-oriented approach

Compensation & Work Model Up to 20% discretionary performance bonus

The role is

onsite 5 days/week for the first 3-6 months , transitioning thereafter to a

hybrid model with a minimum of 3 days/week in office . Attendance is required for Monday morning investment team meetings.

Interested?

If you're an experienced investment professional looking for an opportunity to combine portfolio management with meaningful HNW client relationships, we'd love to hear from you.

This position is being recruited on behalf of our client. The firm's name will be shared with qualified candidates.

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📌 Portfolio Manager (Winnipeg)
🏢 The Vantage Talent Group
📍 Winnipeg