Elevate your career as a Portfolio Manager focusing on client advisory and discretionary portfolio management. This role offers real client ownership without the burden of a pre-existing book.

In this position, you'll manage a diverse clientele across mass affluent to ultra-high-net-worth segments. Collaborate closely with the Chief Investment Officer while maintaining compliance and delivering exceptional portfolio reviews. Your impactful contributions will shape investment strategies and deepen client relationships, ensuring a highly team-oriented environment.

Key Responsibilities:



• Manage discretionary portfolios utilizing active and passive strategies • Deliver high-quality portfolio reviews and client communication • Collaborate with planning, investments, and operations teams • Contribute to discussions on portfolio strategy • Ensure compliance with regulatory standards

Requirements: • 3–5 years in portfolio management or senior wealth advisory • Licensed as a Portfolio Manager with the OSC • CFA or CIM designation required • Strong foundation in investment strategies • Proven client relationship management skills

Step into this high-impact role, making a tangible difference for clients. #J-18808-Ljbffr

📌 Discretionary Portfolio Manager Role (Winnipeg)
🏢 Professional Staffing
📍 Winnipeg