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 FirmIndependent 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 RoleAs 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 DoBuild deep, trust-based client relationships across mass affluent, HNW, and UHNW householdsManage portfolios on a fully discretionary basis using active and passive strategiesOwn onboarding end-to-end,



from discovery through account setup and first-year reviewDeliver clear portfolio reviews and proactive communication through market cyclesCollaborate with the planning team to integrate financial planning into portfolio decisionsContribute to investment committee discussions and model developmentMaintain meticulous records in line with OSC and firm compliance standardsWhat You Bring3–5 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 strategiesExceptional communication and empathy — you make complex ideas accessible and clients feel heardEntrepreneurial, collaborative, and detail-orientedWhere You'll WorkLiberty Village, Toronto (preference for two days in-office). Fully remote within Canada considered for the right candidate.Growth PathA transparent path to Senior Portfolio Manager and, ultimately, Partner. You'll have the mentorship, responsibility, and client exposure to get there.

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