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, youll feel at home here.

The Role

As Portfolio Manager, youll be the trusted point of contact for a book of clients across mass affluent, HNW, and UHNW households. Youll 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 Youll 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 Youll 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. Youll have the mentorship, responsibility, and client exposure to get there.