This is a pure portfolio management + client advisory role

You’ll manage a book of clients across mass affluent, HNW, and UHNW segments, own the onboarding experience, and run portfolios on a fully discretionary basis in partnership with the CIO.

If you’re looking to step into a high-trust, high-impact seat with real client ownership — this is it.

What You’ll Do

Own and deepen relationships with a portfolio of clients

Manage discretionary portfolios (active + passive strategies) alongside the CIO office

Deliver clear, high-quality portfolio reviews and ongoing client communication

Collaborate with planning, investments, and operations teams

Contribute to investment discussions and portfolio strategy

Ensure full compliance with regulatory and internal standards

Must-Haves (Non-Negotiable)

3–5 years in portfolio management, investment counsel, or senior wealth advisory

Licensed (or eligible) as a Portfolio Manager with the OSC

CFA or CIM designation





Robust foundation across active and passive investment strategies

Proven ability to manage client relationships and communicate complex ideas simply

What Stands Out

High emotional intelligence — clients trust you quickly

Detail-oriented with strong analytical rigor

Comfortable working with modern tools and leveraging AI to improve efficiency

Team-oriented — you elevate the team around you

Why This Role

No book required — focus on managing and growing client relationships

Direct exposure to CIO and investment decision-making

Real ownership, real impact, real seat at the table

Competitive base + bonus

Full advantages

Candidates must be eligible to work in Canada

If you’re a Portfolio Manager ready to step into a true advisory + discretionary mandate role , let’s connect.
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📌 Portfolio Manager Manitoba
🏢 Professional Staffing
📍 Manitoba