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 workplace.

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
• Solid foundation in investment strategies
• Proven client relationship management skills

Step into this high-impact role, making a tangible difference for clients.
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📌 Discretionary Portfolio Manager Role Manitoba
🏢 Professional Staffing
📍 Manitoba