Boutique Wealth Portfolio Manager – Hybrid, Toronto (Winnipeg)

29 Aug

Oakbridge Search Partners

Winnipeg

29 Aug

Oakbridge Search Partners

Winnipeg

Oakbridge Search Partners in Toronto is assisting a growing independent wealth management firm to identify a client-focused Portfolio Manager for their advisory team. The role involves serving as the trusted contact for clients across mass affluent, HNW, and UHNW households, managing portfolios on a fully discretionary basis, and collaborating with the CIO office on investment strategy. The position reports to the CIO, with no requirement to bring a book of business.

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📌 Boutique Wealth Portfolio Manager – Hybrid, Toronto (Winnipeg)
🏢 Oakbridge Search Partners
📍 Winnipeg

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